Cloudflare's 34% revenue growth & 50% ACV jump are strong, but 184x P/E signals high valuation risk.
BHE beats revenue estimates, up 29.5% monthly. But $60 target vs $69.30 price signals caution.
Iran's economy reels from strikes: 20% of factories hit, prices soar 75%, millions jobless. Blockade looms.
NVDA hits all-time high on AI expansion; 4% gain fueled by bullish options bets.
S&P 500, Nasdaq hit records on Nvidia strength. Traders eye earnings, oil prices rise.
AI chip stocks face geopolitical risks & high valuations. LRCX drops 3.6%, VSH 1.9%. Buy opportunities?
AI tensions hit ASYS (-7.1%), MTSI (-3.5%), IPGP (-6%). Volatile ASYS up 37.1% YTD.
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