Session wrap

Warsh's hawkish Fed stance & balance sheet reduction could tank pricey stocks, not tariffs.

Texas cargo theft down 22%, but organized crime targets high-value goods. DP World expands Mexico ops.

AMZN surges 26% on AI deals; KTOS dips 19% YTD, Wood buys. XE IPO's 27% pop.

NVDA's P/E drops to 24 on AI chip revenue hopes; still a buy for risk-tolerant investors.

ETH's 2.9% staking yield offers growth. Down 51% from ATH, it avoids hype tax, but SOL competes.

Bayer's Roundup liability hangs on SCOTUS. A win could cap ~$7.25B settlement exposure.

Atlassian's stock plunged 87%, but AI integration & strong retention signal recovery. P/S under 3 is a buy.