New Zealand GDT price index -4.3%

Nvidia's 73% revenue growth cools, stock dips 12% from high despite AI dominance. High valuation, future uncertainty.

Sandisk surges 2200% on AI storage demand, but GOOGL/MSFT offer broader AI plays with better long-term value.

Rapidus gets $3.96B boost for 2nm chips, aiming for 2027 mass production. Total gov't R&D aid hits $14.7B.

COP up 32%, EOG up 30%. COP boasts scale, EOG offers cheaper valuation (11x P/E) & higher yield.

Wheat futures mixed; specs flip CBT to net short. KC specs trim longs, MPLS extends record net long.

Corn futures dip on risk-off sentiment & profit-taking. Managed money cuts longs. Exports strong but pace lags.

Fed probes $1.8T private credit ties; banks face liquidity risks as redemptions jump.