📈 Stocks / Finance

Amazon eyes $3T valuation on AI and margin expansion

The Motley Fool

Amazon’s AI services revenue is growing triple digits, fueling a $100B capex push in 2025. Analysts predict a $3T valuation by 2027 as AWS growth rebounds and core retail, ad, and Prime segments lift operating margins and free cash flow toward $60B.

D-Wave stock falls 15% on warrant redemption plan

Yahoo Finance

D-Wave Quantum shares dropped 14.8% after announcing it will redeem all public warrants, triggering dilution concerns. Investors sold off despite the stock still being up ~289% YTD. The move may dilute shareholders by up to 2.1% if all warrants are exercised.

Best Buy stock climbs as valuation metrics suggest upside

Simply Wall St

Best Buy shares rose 9.3% this month, prompting reevaluation of its valuation. A DCF analysis estimates fair value at $177.71—53.1% above current price. Despite a PE ratio near fair value (22.48x vs 21.93x), analysts cite modest upside unless growth accelerates.

🪙 Crypto

XRP lags in DeFi, but Ripple bets on institutional rails

Nasdaq

XRP’s DeFi presence is minimal, with just $82M in TVL versus Ethereum’s $83B. But Ripple is leaning into institutional use cases like cross-border payments and fiat-backed stablecoins, positioning XRPL as infrastructure for banks, not DeFi traders.

🌎 Global Economy

Trump–Xi summit raises hopes amid tariff threats

Yahoo Finance

Markets are eyeing Thursday’s Trump–Xi summit after U.S.–China trade talks showed progress. While a 100% China tariff hike is likely delayed, Trump threatened new 10% tariffs on Canada over a Reagan-themed ad and hinted at fresh duties on India and drug imports.

Introducing the first AI-native CRM

Connect your email, and you’ll instantly get a CRM with enriched customer insights and a platform that grows with your business.

With AI at the core, Attio lets you:

• Prospect and route leads with research agents

• Get real-time insights during customer calls

• Build powerful automations for your complex workflows

Join industry leaders like Granola, Taskrabbit, Flatfile and more.

👉Try Attio Pro for free