Headlines
•BofA report projects AI capex could reach $1 trillion by CY27 — MSFT and NVDA positioned as key beneficiaries
•Reddit CEO calls platform 'fuel' for AI growth — GOOGL licensing deal expands data access
•Earnings playbook: Palantir and Advanced Micro Devices usher in the next week of reports
•Jensen Huang Rejects AI Job Doom, Says Extreme Forecasts 'Not Helpful'
•OpenAI misses revenue and user targets — Amazon and Google positioned as potential beneficiaries
•Iran submits new peace proposal — Energy and oilfield stocks fall as geopolitical tensions ease
•OPEC+ approves June output hike, UAE exits — Oil prices under pressure as group's influence wanes