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DK jumps 8.6% on oil prices & target hike, but risks loom from crack spreads & conflict.
Defense stocks mixed: KBR down 18.2% on revenue miss, DRS up 18.2% on strong earnings.
OSIS up 7.3% on strong earnings beat; ARLO surges 18.9%. MIR down 17.5% on misses.
Canada discussed reviving Keystone XL with Trump officials, framing it as boosting US energy security, though no clear support has emerged as Ottawa also pushes export diversification via Trans Mountain expansion.
ATLC surges 7.3% on strong revenue beat; SOFI down 29.6% despite 37% revenue growth. Risk vs. reward.
Nvidia & peers trade at 45% discount to historical P/E. Bargains or risks?
Aerospace beats revenue estimates, but stocks dip. WWD up 15.7% on strong earnings, BA down 20% despite growth.
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