Only USDJPY of note today but I'll check back later for updates
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VMC faces earnings with mixed past results. Peers show varied returns; VMC up 9.4% monthly.
ORLY faces earnings with mixed signals: revenue up 7.8% YoY, but missed EBITDA. Peers show varied results.
Nasdaq dips 1.3% on AI chip sell-off & OpenAI fears; Dow up 0.2% on defense. Valuations eyed.
AXP's 131% 5-yr return is strong, but P/E of 20 signals valuation risk vs. Buffett's margin of safety.
Apple's P/E hits 34x, a headwind for new CEO. Intel surges on AI demand, trading at 120x earnings.
GEV's 180% run faces profit-taking after a downgrade, despite strong orders & raised targets.
GM's 2026 EBIT outlook boosted by $500M tariff refund; expects $13.5B-$15.5B earnings.
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