AI 11 stocks show frothy valuations; some like AMD trade at 50x earnings, posing risks.
Brazil's soy exports near April's record at 16.1M tons. Soymeal exports hit a record 2.78M tons.
StoneCo returns 27% yield via buybacks/dividends; credit NPLs rise, but new models aim to improve risk-adjusted returns.
NVDA & AAPL's 15%+ S&P 500 weight faces risk as yields rise, compressing tech valuations.
Bond yields surge: 10-yr at 4.68%, 30-yr hits 5.2%. Equity multiples face headwinds, P/E ratios challenged.
Oil spikes & yields jump to 4.57% hit stocks like ALNT, WSO. Valuations under pressure.
Small caps face rising hedging demand amid rate hike fears & oil shocks, while AI lifts large caps.
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