“Risk off” intensifying. Stocks down 1.7% and EUR/USD on the lows. 1.3104 the low so far.
“Risk off” intensifying. Stocks down 1.7% and EUR/USD on the lows. 1.3104 the low so far.
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SNDK surged 194% on memory shortage. NVDA & AVGO offer better AI value with P/E < 21 & 17.5.
CVLT drops 33% despite 19% revenue growth & beating estimates. Market contagion, not fundamentals, drives valuation.
OpenAI's $500bn UK data centre plan stalls, raising AI investment scrutiny. Delays hit global projects.
AI stocks like PLTR & NVDA cooled; profits & valuations now key. DLR thrives on data center demand.
TSMC, Broadcom, Nebius Group show strong AI growth potential. Nebius up 20% YTD, forecasts $7-9B revenue.
ACHR down 62% on pre-revenue burn & dilution. Valuation at $3.88B, but future is uncertain. Walk away.
Magnificent 7 sheds $2.1T! AI/cybersecurity repricing hits 2025 lows. Is the era over?
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