Industrials gain 21.6% but watch for cycle turns. JBI's sales decline, ATMU's costs, LDOS's backlog & EPS growth shine.
SNAP's 7.8x EV/EBITDA & 34.6% EPS growth show strong returns; PTLO & KE face debt/sales risks.
OpenAI wins Musk's $150B suit, clearing IPO path. Altman's win may sour Wall Street.
MAS, BALL, AR show weak growth & eroding returns. MAS trades at 15.7x P/E, BALL at 13.9x, AR at 8.5x.
CART's 7x EV/EBITDA & 74% gross margin show strong value, unlike VSCO's weak growth & ESAB's shaky outlook.
NVDA's 19% YTD gain faces high P/E. Watch AI demand, Vera Rubin, and China for clues.
Gold drops 15% on war fears & rate hike bets; 30-yr yields hit 2007 highs. Silver down 21%.
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