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Oracle stock is attempting to stabilize after a 60% drawdown from its 2025 highs. Investors must now weigh cloud growth against capital efficiency requirements.

US Apache and Seahawk helicopters neutralized six Iranian boats in the Strait of Hormuz. The cleared path stabilizes shipping, but energy risk remains.

Hedge funds trailed the S&P 500's 10% April surge as defensive positioning limited gains. The performance gap raises questions about institutional risk appetite.