Nebius jumps 14% on $27B Meta AI deal, highlighting massive demand for AI infrastructure.
SEMR's 106% retention & 9.7% FCF margin raise flags. RVLV's 5.4% customer growth & 14.3x EV/EBITDA valuation are concerns.
Oil stays above $100/bbl on supply fears. Gas prices hit new highs. Geopolitical risks fuel volatility.
Strait of Hormuz closure risks $150 oil. SPR release & waivers may not offset disruption. Election impact looms.
Nebius jumps 17% on $27B Meta AI deal, but its 57x sales valuation & losses pose high risk.
BABA's growth slows, CROX trades cheap at 6x earnings, WPC yields 5.2% but faces sector rotation.
Freight rates climb despite volume dips; tight capacity & driver shortages fuel hikes. Watch fuel costs!
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