AUDUSD orders 7 Sept

RELL beats Q1 revenue/profit estimates! Backlog up 12.8%, but margins dipped. Buy RELL?

Industrials' 15.5% return lags S&P 500. PCAR, MIDD, EMR face revenue dips & weak margins; valuations at 22.4x, 15.3x, 21.5x P/E.

Semis up 57.9%, but QRVO, TXN, LSCC face sales drops & margin declines. High P/E ratios signal caution.

PLOW surges 9% on strong growth forecasts, while CSX & WBS face headwinds. Valuations: PLOW 17.7x P/E, CSX 22.8x P/E, WBS 1.2x P/B.

Meta inks $21B AI cloud deal with CoreWeave, boosting its compute capacity. Investors cheer CoreWeave's stock rebound.

Industrials gain 15.5%, but PSN, WSO, GNRC show slow growth, low margins, and high P/E.

China's PPI jumps 0.5% on energy costs, ending deflation. CPI cools to 1%, but factory profits may shrink.