Nebius jumps 17% on $27B Meta AI deal, but its 57x sales valuation & losses pose high risk.
BABA's growth slows, CROX trades cheap at 6x earnings, WPC yields 5.2% but faces sector rotation.
Freight rates climb despite volume dips; tight capacity & driver shortages fuel hikes. Watch fuel costs!
Fed dissent grows, threatening high stock valuations. Warsh nominee could hike long-term rates, hurting growth stocks.
Tungsten prices surge 557% on China export curbs & war demand. Supply squeeze, no quick fix.
Crypto inflows hit $1.06B as Bitcoin gains 9.4% amid geopolitical stress. ETFs lead US demand.
ET yields 7.1% & cash flow doubles distributions. Growth projects may boost shares, but watch for lagging commodity impacts.
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