US February business inventories +0.5% vs +0.5% expected

Firmus Tech raises $505M at $5.5B valuation for AI infra. Nvidia backs it, but some see circular deal risks.

STX surges 6% on top pick rating; component shortage may last till 2028, boosting margins.

Honduras coffee exports up 29.6% in March, but avg price drops to $307.55/bag. Total exports hit $1.36B.

AVY's 5.4% gain trails market, but declining ROIC & modest revenue growth at 17x P/E raise caution.

Blue Owl Capital hits record low $8.45 amid private credit fears & AI disruption risk. Redemptions surge.

Markets edge up 0.4-0.5% amid Iran tensions. S&P 500 down 3.4% YTD, Russell 2000 up 2.4%. Oil prices volatile.

RNR's 12.8% return belies slowing revenue & EPS growth. At 1.1x P/B, it's fairly valued but risky.