PLTR's Rule of 40 hits 127%, but high P/E (106x) and P/S (46x) raise valuation concerns.
AI stocks like GOOG, NVDA, AMZN surge on ceasefire relief. GOOG's Gemini boasts 750M users; NVDA sees $1T opportunity; AMZN's AWS grows 24%.
Iran tensions spike oil prices 10%, hitting consumer wallets. Gas costs climb, impacting demand.
Bitcoin ETFs see $100B inflows despite 20% YTD drop. Diversified crypto ETFs underperform BTC, showing weak risk protection.
Bitcoin soars amid $1.5T crypto prediction. Regulation talks heat up, with stablecoin clarity eyed.
Sandisk surges 167% on AI demand, trading at 13.8x forward earnings vs. NVDA's 21.5x.
AMZN's $2.6T valuation hides growth: 80% retail & 85% IT spend still offline. Long-term upside remains.
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