PCTY down 11.4% despite strong earnings beat; ASUR up 8.2% on growth. PAYC up 5.4% despite weak guidance.
PLTR's premium valuation hinges on becoming the AI OS. Success means massive returns, but it's not guaranteed.
Natixis said investors are rotating out of US equities into Europe and emerging markets as valuations improve and geopolitical risks rise, while HSBC noted US resilience supported by tech and energy sectors.
Industrial machinery stocks down 12.6% despite revenue beats. IEP beats revenue, misses EPS. CMCO down 39.3%.
Air Street Capital's $232M AI fund targets early-stage ventures. Backed unicorns, saw exits. AUM hits $400M.
Ecuador's oil output drops 19% since 2015 amid violence & pipeline issues. Fiscal deficit hits $5.3B.
ARM jumps 3% on AI hardware buzz; Morgan Stanley sees $135 target, but is it a buy?
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