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Dutch Bros surges on growth, but stock's down 15%. Starbucks eyes turnaround, up 19% YTD, P/E 43.
AI stocks like AMZN (27x earnings) and MSFT (24x earnings) offer value amid market dips. PLTR's valuation dropped, making it a buy.
MSFT, NVDA, TTD trade at low valuations despite strong AI growth. NVDA's P/E matches S&P 500, TTD's is a steal.
Rivian (RIVN) trades at 3.4x sales, low valuation for AI/EV potential. R2 launch boosts AI training.
Gulf GDP could plunge 14% if Hormuz closes; Saudi/UAE see 3-5% hits. Oil tops $103.
Colombia's gas output hits multi-decade lows, forcing costly LPG imports. Venezuela pipeline offers hope, but repairs loom.
Oracle's 18% drop & 20%+ EPS/revenue growth make it attractive. JPMorgan & Barclays set $210/$240 targets.
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