Apple's stock lags Magnificent Seven post-ChatGPT; AI race heats up vs. MSFT & GOOG.
Micron's revenue triples on AI demand, but cyclical risks loom. P/E at 3.6x FY27 est. suggests caution.
AEIS, MATX, MTZ jump on de-escalation hopes. PRIM's 3.9% gain shows market impact.
Biogen's $5.6B Apellis buy sparks investor doubt, despite drug potential. BIIB dips 2%.
FTAI, KEYS, FSLR jump on de-escalation hopes; FSLR's volatility noted.
Consumer confidence up, but job openings dip. Gold jumps on the news. Inflation fears linger.
PLTR surges on defense spending, but 77x forward earnings raise valuation risks. Buy on pullbacks.
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