AI chip demand fuels photonics stocks' 1000% surge. Nvidia seeks 20x supply, betting big on light-based tech.

Narrow AI/defense/hardware leadership raises market risk as earnings catalysts fade. But extreme bullish phases can persist if DELL-like winners hold and AI capex remains accepted.

Anthropic hits $965B valuation, surpassing OpenAI! AI rally's just begun, says Ives.

Oil plunges 20% on Iran deal hopes; stocks and Asian markets rally on ceasefire optimism.

Japan & SK stocks hit records; oil drops 20% on Iran ceasefire hopes. Traders eye risk-off reversal.

Micron's market cap tops $1T on AI HBM demand, outshining oil. Dell & Arm also surge.

Iran conflict fuels inflation fears, impacting Fed policy. Nasdaq gains 8% this month amid market splits.