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AI boom fuels utility profit surge, sparking rate hike fights & investor return debates.

SJM's 0.8% return on capital & 9.8x P/E signal risk. NDSN's 4.6% growth & 24.5x P/E raise concerns.

Software stocks dip 15.4% vs S&P 500's 10% gain. GWRE (7.5x P/S) and TEAM (3.2x P/S) show strong growth, CVLT (3.4x P/S) lags.

SPTM & ITOT ETFs show ~28% 1-yr returns, low 0.03% fees. ITOT boasts higher AUM & diversification.

BRZE's 20% revenue growth & 2.5x P/S valuation shine; STBA & COLB lag on growth.

AVGO's 90% 2025 gain is priced in. Expensive at 86x trailing earnings, but AI chips offer future growth.

Banks gain 10.2% but WSBC, TRMK, FFBC face risks: low NIM, slow EPS growth, high P/B.