- USDJPY 99.50,99.60,100.00,103.00
- EURUSD 1.3000,1.3050,1.3055,1.3070,1.3100
- GBPUSD 1.5000,1.5120,1.5225
- USDCHF 0.9500
- AUDUSD 0.9000,0.9060,0.9200
- EURCHF 1.2315
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Treasury yields hit 4.56%, oil nears $104, impacting FLEX & ARLO. ARLO's 36.5% drop from 52-wk high offers potential.
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Commure's AI platform hits $7B valuation on $70M raise, automating 85%+ of healthcare admin tasks.
SMCI drops 5.8% on macro woes & high yields. High volatility, 48% off highs, but 5-yr returns are strong.
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.
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