Big picture

• Week in review: The S&P 500 kept hitting records, and an AI giant went back into the Bullpen - The Club added an old stock to the bullpen and bought more shares of another.
• From farm to table, high beef prices squeeze margins. How our steakhouse stock is balancing costs - Beef costs are still pressuring portfolio name Texas Roadhouse and leading to shakeups at other industry players.
• Here are 5 bear cases for Nvidia — and why each one of them is wrong - It's a brutal parade of horrors, so steel yourself, and — spoiler alert — I don't believe any of it.
• Broadcom and Costco's rich valuations leave little room for error as battleground stocks - In his Sunday column for Investing Club subscribers, CNBC's Jim Cramer writes about the issues facing Broadcom and Costco.
• Here are 4 major moments that drove the stock market last week - The S&P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high.
• Forget AI spending — the biggest risk to this stock market is speculative junk - The idea that these alternative investments somehow create anything en masse is almost ludicrous.