Barrier banter out there…

NOK jumps 2.36% on 5G hopes & North American spending. Peers ERIC & CSCO also climb. Long-term growth eyed.

Ad stocks rise 12.3% on average. TBLA misses revenue, QNST beats, MGNI falls short. AI reshapes sector.

Fed’s Goolsbee said energy shocks from the war pose risks to both inflation and growth, adding there’s no clear policy playbook and rate cuts depend on inflation progress, echoing Barr’s higher-for-longer stance.

Micron surges 50% YTD, NVDA dips 5%. Both trade at reasonable valuations for AI growth.

FA surges 19% on strong revenue beat; MAN, NSP, ALIT see losses post-earnings.

Nikkei 225 futures drop 640 pts on volume. Traders eye valuation shifts amid market uncertainty.

Muddy Waters shorts SOFI, citing accounting risks & inflated EBITDA. Valuation looks cheap, but risks loom.