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Iran Oil Waiver Expiry Strands 63 Million Barrels, China Refiners Pause
The end of the U.S. Iran oil waiver leaves 63 million barrels of Iranian crude at sea, with China's refiners halting new purchases. Brent crude jumped 5% as supply risks escalate.
Oracle Shares Dip as AI Backlog Conversion Concerns Linger
Oracle shares slipped 0.9% as the market discounts its massive $638 billion AI backlog, with only 12% converting to revenue in the next year.
New Horizons Awakens, Exposing Deep-Space Comms Gap and Near-Earth Opportunities
New Horizons came back online after 321 days, but its 8-hour signal time underscores the still-uninvestable deep-space communications gap.
Freedom Fuel's Deep Gas Discount Raises Sustainability Questions
Freedom Fuel is offering regular gasoline at $3.47 per gallon in Philadelphia, significantly below local and state averages. Analysts question the sustainability of such thin margins.
Palantir and Nvidia Rekindle $331B Government AI Valuation Debate
Palantir fell 4.3% to $128.65, while Nvidia rose 1.2% to $199.32, as their joint government AI product reignites debate over the $331B market cap.
Apple and Broadcom's $30B Chip Pact: A $2-Per-Unit Math Lesson for Investors
Apple (AAPL) and Broadcom (AVGO) finalize a $30 billion chip supply deal through 2031, producing 15 billion U.S.-made chips and funding a $1.5 billion Fort Collins expansion.
Tesla-SpaceX Deal Premium Swells to $428 Billion as Exchange-Rate Risks Loom
The Tesla-SpaceX merger premium has ballooned to $428 billion, with RBC raising Tesla's target to $500. J.P. Morgan cautions on China and governance risks.
Leveraged ETFs Amplify KOSPI Selloff as Chip Stocks Tumble
The KOSPI dropped 5.35%, entering bear territory. Single-stock leveraged ETFs linked to Samsung and SK Hynix are amplifying the selloff, prompting regulatory scrutiny.
New Federal Loan Caps Create Funding Void, Boosting Private Lenders
The elimination of unlimited Grad PLUS loans leaves graduate students with a funding gap above new federal caps, opening opportunities for private lenders like SoFi and Sallie Mae.
Keel Infrastructure faces lease execution test after AI power trade selloff
Keel Infrastructure shares dropped 8.26% to $4.44 as the market tests AI power demand. New president Ganesh Aiyer targets lease conversions to validate the pipeline.