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TTD's growth slows to 12%, EPS drops. Valuation still high despite 40% YTD drop.
Uranium demand surges, boosting CCJ +300% in 3 yrs. SMRs like SMR/OKLO are high-risk, high-reward plays.
Tech rally fuels hedge fund gains, but extreme momentum sparks Wall Street warnings. Risk vs. reward.
IREN surges on Nvidia AI deal! Analysts cheer 5GW infra boost. Valuation metrics look strong.
AGIX up 17%, ARKVX up 9%, DXYZ up 30%. High fees but diversified AI exposure.
Maersk's $500M/mo Iran war costs hit volumes, but CEO aims to avoid passing all to customers.
RKLB rockets on 64% revenue surge & $2.2B backlog. Defense deals & acquisition boost outlook.
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