Welcome back to KPA Wealth. — In today’s briefing, we’re covering the latest May PCE inflation report and what it signals about consumer spending trends and a powerful new AI sales tool that’s changing the way professionals roleplay for sales and customer support.

Also Today: A deep dive into why Applied Digital (APLD) is possibly an insanely rewarding stock to be a part of due to their new 7 Billion dollar partnership deal.

• May PCE Inflation Report: Consumer Spending Slows as Core Inflation Holds Firm

• Level Up Your Sales Game with Yoodli AI's Voice Roleplay Tool

•  Why Applied Digital (APLD) Could Be the Next Big AI Infrastructure Stock

• Today’s Mortgage Rates

May PCE Inflation Report: Consumer Spending Slows as Core Inflation Holds Firm

The latest Personal Consumption Expenditures (PCE) report reveals headline inflation rose 0.1% in May and 2.3% year-over-year—exactly as market forecasts expected. Core inflation, which excludes food and energy, climbed 0.2% monthly and 2.7% annually, signaling persistent inflation pressure. Despite monthly gains, the 3-month annualized rate sits at a tamer 1.6%, hinting at a stabilizing trend.

Shelter inflation remains a key driver, making up 18% of Core PCE. Rents rose just 0.26% month-over-month but still trail real-time indicators like Zillow, which shows rents up 3.2% annually.

Meanwhile, personal income rose 0.4% in May, while spending declined 0.1%—well below the +0.1% expected—signaling weaker consumer demand.

These figures show inflation remains sticky in some areas, especially housing, while consumer behavior reflects caution heading into the second half of the year.

The fedwatch tool has now adjusted to a decreased 18% chance of a Fed rate cut in July. I guess since the market didn’t drop it was expecting hotter inflation from the tarriffs.

Level Up Your Sales Game with Yoodli AI's Voice Roleplay Tool

Yoodli AI is going to transform how sales professionals practice and perfect their sales skills. This platform lets you roleplay real sales conversations using AI-powered voice interaction. You can design a custom AI Agent to simulate clients, with built-in objections, questions, and hesitation patterns.

Whether you're training for cold calls, customer service, or closing techniques, Yoodli helps you prepare by delivering realistic back-and-forth voice roleplays. The system listens, responds with lifelike feedback, and tracks your tone, clarity, filler words, and pace. It’s like having a smart sales coach in your pocket.

Sales reps can practice objection handling, fine-tune responses, and build confidence—all without needing a live partner. Try it out and sharpen your edge before the next appointment. Sign up here: Yoodli AI

Personally, I was able to watch an experienced realtor firsthand talk with the AI bot after programming it to be an expired real estate lead call and the bot was giving some difficult objections. Besides a slight pause after each time the realtor answered the bot, it felt like a real conversation and the bot did not budge!

Its free starting out!

Why Applied Digital (APLD) Could Be the Next Big AI Infrastructure Stock

Stock of the Day: APLD – Applied Digital
Applied Digital (NASDAQ: APLD) just clinched a headline-grabbing partnership: a 15-year, $7 billion lease deal with AI cloud provider CoreWeave to rent 250 MW (with room for 150 MW more) at its Ellendale, ND HPC campus. That one contract alone eclipses APLD’s most recent quarterly revenues (~$53 million), and it sparked a stock surge of 45–54% when announced.

Earnings Recap (Q3 FY2025):
• Revenue came in at $52.9 million, up 22% YoY, but missed analysts’ ~$63 million target
• Net loss widened to $36 million (–$0.16/share), though adjusted net loss was trimmed to $17.8 million (–$0.08/share), beating EPS expectations.
• Adjusted EBITDA jumped dramatically to $10 million—an 878% improvement YoY.

Growth Outlook:
Once Ellendale ramps up beginning Q4 2025, APLD expects to shift from modest revenue growth to stable, lease-backed cash flows. With Macquarie and SMBC funding, a planned cloud-services spin-off, and REIT conversion whispers, the stage is set for a shift toward asset-backed profitability.

Analyst Insight:
Despite the Q3 revenue shortfall, securing a multi-billion-dollar deal and improving margins signal that APLD might be on the cusp of a structural transformation. If Ellendale meets its milestones and cloud spin-out occurs smoothly, long-term leasing revenue could dwarf current top-line results.

I am sitting here thinking… Will they get more deals or partnerships like this?

🏠 Today’s Mortgage Rates

🚀 Must-Have AI Tools for Real Estate & Financial Pros

Check out our Top 30 AI Tools for Real Estate, Finance, and Investment

Kyle Allgair
CEO of KPA Wealth
📞 (279) 977-8149 | ✉️ [email protected]
🌐 KPAhomeloans.com

Kyle Allgair is the CEO of KPA Wealth, and is continuously helping clients build wealth through real estate and strategic financial planning. Contact him for personalized advice on achieving your financial goals.