Nikkei & KOSPI hit record highs, shrugging off Iran talks. AI boom fuels gains, oil jumps $2.50.
Iran conflict sparks supply chain woes, boosting helium costs & impacting AI chip valuations.
META & UBER: Wall St sees 50-100% upside on AI bets. META's P/E 29, PEG 1.3; UBER's P/E 16, PEG 0.5.
UPS faces revenue decline ahead of earnings. Peers show mixed results; FedEx up 8.3%, Heartland down 19.7%. UPS up 12.8% last month.
MSTR's $2.5B BTC buy raises concentration risk. Avg cost $75.5K, no margin calls, but 2028 debt maturity looms.
Nikkei & KOSPI hit records on AI chip demand; oil jumps on Iran tensions. Investors weigh growth vs. geopolitical risk.
AVY faces earnings Tuesday. Peers saw strong growth, but AVY lags. Price target $205 vs $165.47.
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