Nikkei +0.3%, Kospi -0.5%

Amazon eyes Globalstar for $8B acquisition, boosting its satellite ambitions. RH shares plunge 19% on weak guidance amid housing woes.

Alphabet's debt CDS is low, signaling less default risk than Oracle's. AI bubble fears loom.

Volatility's normal; diversification helps returns. Tech dips, but staples & healthcare offer stability.

Fresno reefer rates jump 43% as produce season starts. Rejection rates hit 14%, signaling tight capacity.

TSLA dips 30%, valuation at 13x sales. RIVN at 3x sales, eyes SUV & AI growth.

Iran's 'dark fleet' sustains 1.5-1.7M bpd oil flows, masking true market risk. Mispricing looms.

MSFT down 20% YTD, trades at 23.5x earnings, offers AI upside. XOM up 26% YTD, yields 2.67%, profitable at $60-$80 oil.