Wall Street Roundup: Market turning lemons into limoncello

Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25)

Show Notes:
SA Investing Community weighs in on Iran war
Micron, AMD lead AI and chip stocks higher despite Middle East woes
Know When To Hold 'Em And When To Fold 'Em

Episode transcripts: seekingalpha.com/wsb

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