b'How much is inflation eating into retail profits? Stephanie Link from Hightower reacts to earnings reports from Ulta, Gap, and Costco. Plus, value investor Scott Black from Delphi Management says stocks might be \\u201cslightly overvalued.\\u201d And, Michael Santoli \\u201cRates the Rally\\u201d in his \\u201cLast Word.\\u201d'