HII & GD: Defense giants trade at 21-24x P/E, below S&P 500. HII's 15% EPS growth outlook beats GD's 7%.
SPGM boasts 43% 1-yr return, higher tech tilt; IEFA offers 3.5% yield, lower beta, higher drawdown.
IBM drops 10%+ on AI fears & consulting miss. Guidance maintained, but investors wary of disruption.
Applied Digital's shares jump 12% on a $7.5B AI data center lease, boosting investment-grade revenue.
Strategy Inc's $61.5B BTC holding is flat. Critics cite risks & lack of UK equivalents.
Panama Canal auction prices surge to $1M+ on demand, not congestion. El Nino risk looms.
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