$AMZN AWS is now a $120B business growing at 20%

Google is the 3rd largest hyperscaler in the world. $GOOGL

Apple surprised investors with another strong quarter, driven by robust demand for the iPhone 17. However, sales in China came in below forecasts, though $AAPL still managed to close near an all-time high.

Investors in $HIMS bid the stock up as much as 7.17% after $JPM disclosed an 8.1% stake in the company. While the stock remains well below its all-time high, investor sentiment remains optimistic.

$GOOGL and Anthropic have been steadily taking LLM market share from OpenAI and $META since 2023. If OpenAI goes public at a $1T valuation, what does that imply for Google’s worth?

Gold is the leading asset in terms of YTD returns. $GLD

Global M2 money supply has been steadily climbing, hitting a record $22.2T last month.

$AMZN AWS signs a $38B deal with OpenAI for access to $NVDA compute.

$PLTR is reporting earnings today after close. The stock is up almost 172% YTD.

Markets have a funny way of rewarding the bulls more often than the bears. So… which side are you playing for? $VOO

$PLTR sits at the forefront of AI software, commanding nearly a $500B valuation. Today, they reported triple-digit growth in U.S. government revenue... impressive momentum for one of the biggest AI names out there. It’s also the 28th most-held stock in our community!