Chip stocks rebound, pushing indexes higher. Oil tops $110, yields slip but stay elevated.
ARW beats EPS/revenue estimates, but market reacts negatively. Guidance strong, margins up.
NVDA eyes $300 by '26! 36% return needed, possible via AI demand. Valued at 40x forward earnings?
AMZN nears $3T valuation, AI focus fuels rally. Watch for continued growth or profit-taking.
TTD misses EPS, guides lower amid macro headwinds. Valuation dips post-earnings, but core business shows resilience.
Energy stocks CCJ, OXY, LNG surge 24%+ on AI power demand & Iran conflict. Uranium demand up 28% by 2030.
Regeneron shares drop 12% on trial miss; $9B market value lost. Brokerages slash price targets.
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