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Sandisk surges 2200% on AI storage demand, but GOOGL/MSFT offer broader AI plays with better long-term value.
Rapidus gets $3.96B boost for 2nm chips, aiming for 2027 mass production. Total gov't R&D aid hits $14.7B.
COP up 32%, EOG up 30%. COP boasts scale, EOG offers cheaper valuation (11x P/E) & higher yield.
Wheat futures mixed; specs flip CBT to net short. KC specs trim longs, MPLS extends record net long.
Corn futures dip on risk-off sentiment & profit-taking. Managed money cuts longs. Exports strong but pace lags.
Fed probes $1.8T private credit ties; banks face liquidity risks as redemptions jump.
Stablecoins surge, projected $56T by 2030. Druckenmiller sees them dominating payments, posing potential risk to Visa/Mastercard's $16.7T volume.
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