Asian tech dips on Iran fears, but Japan's GDP beats forecasts. Watch yields!
S&P 500 up 8.5% YTD on strong earnings, but high P/E (21+) signals risk. Geopolitics loom.
LULU's 47.9% upside target shines with 57.9% gross margin, while HRL & WD face sales dips & margin pressure.
UAE exports halved, tourism hit hard. Oil pipeline expansion & OPEC exit aim to boost output despite geopolitical risks.
MSFT, GOOGL, AMZN see huge cloud growth & capex. GOOGL & AMZN edge out MSFT on valuation & growth.
ITW, ALGN, GEHC show weak growth & high P/E. Cash flow isn't always king!
CL's 60.4% gross margin & 17.8% FCF margin offer value at 23.1x P/E. FCEL's -61% target vs. 11.6% growth.
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