FIX, MCO, AJG show strong cash flow margins & growth. Valuations vary: FIX 46.5x P/E, MCO 25.3x, AJG 14.4x.
30-yr Treasury yields hit 5.19%, highest since 2007. Inflation fears spark bond selloff, dividing investors.
Lumentum's 90% revenue surge & 32% margin driven by AI demand. Valuation is high at 30x sales, but efficiency gains may justify it.
ECB Governing Council member Kocher says a June rate hike is unavoidable if the Hormuz Strait remains closed, warning prolonged conflict will push eurozone inflation materially higher.
Hyatt (H) lags peers with 3.2% revenue growth, 46.2x P/E. Affirm (AFRM) faces debt risks, 17.7x P/E. BrightSpring (BTSG) shines with 22.6% growth, 33.2x P/E.
RGTI stock down 61%, but P/S ratio at 574! High valuation risks despite revenue growth.
SpaceX IPO could net Founders Fund $60B+. Wall Street eyes $1B+ fees. Musk's second stock adds complexity.
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