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Oracle's $16B data center gets 7.5% coupon debt. PIMCO leads $10B bond buy, Blackstone adds $2B equity. AI infra boom fuels debt.
S&P 500 faces catalysts & risks. Last rally's playbook targets 10,675, but this time's different.
US consumers spend despite muted growth. Some seek value, others splurge. Credit card debt may be a factor.
LOCO's 14.2x P/E & 1.5% growth raise flags. USFD's 19.4x P/E & low margins limit upside. NVMI's 50.6x P/E & 30% growth shine.
OpenAI's $852B valuation faces $134B lawsuit from Musk over nonprofit roots. Trial begins.
Tech stocks surge as S&P 500 hits new highs. Beware of hype; valuations climb, but stay grounded.
Bitcoin ETFs see inflows, but futures-driven rally lacks spot demand. Risk of correction looms.
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