Dee-fense, Dee-fense

PLTR's 74% growth outlook vs. AMZN's 29 P/E. PLTR's valuation is risky, AMZN offers better risk-reward.

U.S. strikes on Iranian military assets on Kharg Island have heightened fears of wider disruption to global oil markets, as the island handles about 90% of Iran’s crude exports and sits at the center of escalating tensions.

DOCU beats revenue estimates, but growth slows. Analysts see value with a $78 target vs. $46 price.

ASO faces earnings with a 6.9% monthly drop, avg target $60.56 vs $55.67 price.

China said the economy has made a “sound start” to 2026 after stronger activity data, but warned it still faces a “strong supply, weak demand” challenge, with officials expecting consumption to rise as policy support takes effect.

Growth ETFs down 7% YTD. SCHD ETF shows resilience with strong cash flow & lower debt.

Trump is seeking to form a multinational coalition to reopen the Strait of Hormuz and is weighing a possible seizure of Iran’s Kharg Island oil hub if shipping disruptions in the Gulf persist, Axios reported.