Cautela post récords, $HPE revienta por data centers AI, $MRVL se recalienta en Computex y $HIMS expande con Eucalyptus

from WALL STREET COLADA · host Spanglish Trades

SUMMARY DEL SHOW Mercado en modo cautela tras máximos históricos. Irán sigue nublando el tape, mientras hoy manda JOLTS y los yields aflojan un poco. $HPE se dispara por resultados récord y demanda fuerte en data centers AI. $MRVL vuela por el respaldo público de $NVDA en Computex. $INTC intenta relanzar su narrativa de infraestructura AI. $HIMS cierra Eucalyptus y acelera expansión internacional.

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