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Meta drops 7% on $145B AI spend outlook, Alphabet gains 5% on higher capex. Investors weigh risk vs. reward.
Oklo's $11B valuation faces risk: no revenue, but huge AI energy demand & nuclear potential.
PANW's AI cybersecurity shines, with 33% ARR growth & P/S discount vs. CRWD. Analysts see 13-45% upside.
Chase Sapphire Reserve: 150K bonus pts ($1.5K value) w/ $6K spend. High $795 fee, but perks offset costs.
UAN surges 34% on strong Q1 earnings & 103% plant use. Geopolitics boost prices, but capex reserves may impact distributions.
LLY jumps 10% on strong GLP-1 sales, but YTD returns lag amid competition.
META beats earnings but drops 9% on AI spend. High P/FCF at 35x signals caution.
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