Sectors: Middle East tensions

Sectors: Middle East tensions and oil volatility led the S&P 500 and Nasdaq 100 to fall 2.12% and 3.23% respectively. High-valuation AI and tech sectors retracted, while traditional energy stocks strengthened alongside rising oil prices.

Meta $21B Deal With CoreWeave Strengthen AI Confidence?

CoreWeave has signed a $21 billion AI cloud infrastructure deal with Meta, reinforcing the long-term narrative of upgrading ad algorithms through AI. BNP Paribas projected Q1 revenue growth of 33% and EPS above $7, recommending the stock as a pre-earnings buy. Analysts highlighted AI-powered ad algorithm improvements driving monetization efficiency, with a 66% potential upside cited as a catalyst for institutional accumulation. How do you view the deal for the two? If Meta delivers 33% revenue growth, how far can its valuation expansion story run?

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