Nikkei hits record high on Iran deal hopes; AMD & SMCI soar on earnings. Oil steadies.
Meta trades at 19.8x earnings, lowest of the 'Magnificent Seven', despite 33% ad revenue growth.
AI chip demand outstrips supply; Google Cloud backlog surges 93%. Energy & data bottlenecks loom.
Anthropic's 80x Q1 revenue surge strains compute resources; forex intervention suspected.
Airbus lands $19B Canadian order, boosting A220 program. AirAsia orders 150 jets, signaling strong aviation sector growth.
IonQ's Q1 beat & raised guidance can't stop the fall. Is the Nvidia comparison overhyped?
Asian stocks hit record highs on Iran peace hopes; tech giants like TSMC rally.
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