AUD/USD orders – add to the update

OMCL's 23% return is strong, but its 6.8% EPS decline & 0.5% ROIC raise red flags. Valuation at 23.2x P/E seems high.

NVDA's quantum AI tools boost GPU demand. Expect 20% upside, 70-80% data center growth, 75% gross margin.

SFIX drops 24% to $3.25, with negative margins & weak cash flow. P/S at 0.3x, but upside limited.

Treasury yields jump as $691B sold. 10-yr hits 4.6%, 30-yr 5.12%. Inflation fears rise.

DCO beats Q1 revenue & EPS estimates; margins expand on aerospace rebound & defense strength.

USPH shares drop 17% on margin squeeze despite revenue in line. Weather hit visits, impacting EPS.

Trucking contract rates up ~10%, spot rates +35-40% y/y. SCOTUS ruling adds inflationary risk, narrowing rate spread.