Nikkei

Ecolab drops $4.75B for CoolIT, betting big on AI data center cooling. High growth potential, but valuation is key.

Qatar helium exports cut 14% after strikes; spot prices double, contract prices may surge. Chipmakers face risks.

Private credit's $1T valuation faces AI disruption risk; BDCs like OWL down 39%.

NBIS surges on AI deals, but no profits yet. High growth potential vs. high risk.

United Airlines cuts 5% of flights as oil prices near $100, impacting travel costs and future capacity.

Broadcom's 106% AI revenue surge & P/E of 29 beats ASML's 15% growth & P/E of 40. Better risk-reward?

NKE stock down 18% YTD, but wholesale surges 8%. P/E 31, dividend yield >3%. Turnaround signs emerge.