AMZN jumps 45% on AI bets & lower energy costs. Analysts see $200B capex fueling AI revenue.
ORCL's 22% revenue jump & $553B backlog face risk from $45B debt for AI infra. Now 18x earnings.
CAKE jumps 3.7% on Iran conflict reprieve & lower oil costs. Still 15.6% off 52-week high.
Westpac sees AUD capped near 0.7100–0.7150 in the near term, with gains requiring clear evidence the Strait of Hormuz is fully open and the US-Iran ceasefire proves durable, amid conflicting signals on shipping access.
CBRL jumps 1.5% on Iran conflict easing, but watch its 59.9% drop from 52-week high!
Deere's C&F division surges 34% on AI data center demand, boosting backlog 50%. Stock trades at 32x forward earnings.
Yum China jumps 3.6% on lower oil costs, still 14% below 52-wk high. CMG up 3.2%.
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