Jack of All Trades: High Stakes SKORE 05.13.2026

PPI +1.4% scorching — markets shrugged, S&P + Nasdaq ATH. CSCO +14% AH: AI orders $5B→$9B, networking +50%, Q4 $16.8B guide crushed consensus. BABA missed: cloud +38% but first op. loss since 2021, profit near zero on AI/commerce spend. SKORE: CSCO 8.3 · BABA 5.8.