Data – Australia: Wpac/MI Consumer Confidence -4.1% (vs. +5.2% prior)

Tanners eyes Wales exit over new 20p bottle tax; risks 60 jobs & higher prices for consumers.

BABA offers AI exposure with 36% cloud growth & triple-digit AI workloads, balancing risk vs. rich valuations.

McKesson misses revenue targets amid pharma price drops, but profit grows. Buy MCK?

OXY's P/E dips below avg, debt shrinks, but past returns are lumpy. Iran war tailwind.

Unity's revenue jumps 17% on AI tools, but EPS misses. Valuation at $11.7B, watch AI adoption.

AMZN nears $3T cap, up 33% in 3 mos. AWS drives 17% sales growth, but shares trade at 30x forward earnings.

ASTH beats revenue/EPS estimates on AI integration & value-based care. Trades at $40, up from $36.