Other risk events later today: Chinese trade, BOJ, and minor Australian data

S&P 500 CAPE ratio at 38 signals lower future returns; value stocks may offer opportunity.

Intuit's AI bet didn't shield it from a market panic; stock plunged despite strong growth, now recovering to $350B valuation.

Broadcom's deal with Alphabet removes bearish risks, boosting AI chip growth and potentially exceeding $100B revenue.

NVDA's 65% growth & $4.6T cap may disappoint growth investors; P/E at 37 vs S&P 29.

MU's 485% rally cools; 15.58% downside risk to $318.89 target. HBM wars heat up!

SCHD ETF yields 3.4%, returned 223% in 10 yrs vs. active funds' lower returns & higher fees.

Nuclear stocks OKLO & SMR eye AI data centers. OKLO's SMRs target data needs, BofA sees $10T nuclear opportunity.