Markets are up in overnight trading. Biggest news? A rare Apple downgrade by Jefferies, from $212 to $200. Stocks like Apple would do well with higher rates but now people are buying into riskier companies. NVIDIA +1%, BTC at $102K, Palantir +2%, Intel up 4%. Everyone’s guessing about TikTok’s future after China seems to have given the green light for a sale. 3M is at ATH, 143, the stock has been ripping over the past few days. Trump canceled EV subsidies but it hasn’t affected Tesla so far.