Oil nears $120 as Hormuz tensions rise; traders eye inflation risks.
Oil near $100/bbl despite ceasefire; Strait of Hormuz risks persist, impacting global growth.
Healthcare stocks up 5.1%, but CORT's EPS fell 6.9% annually. SYK's EPS grew 12.9%.
MTSI's 27.8% revenue growth & 54.5% gross margin shine, but its 52.1x P/E signals high valuation.
MX, EVGO, CCOI show weak margins (-18.4%, -28.8%, -10.4%) & cash burn. Avoid these unprofitable plays.
NOW drops 7% on AI doubts; UBS downgrades to neutral, slashing PT to $100. Still projects 20%+ growth.
Insight Wealth adds $26.9M to VPLS, yielding 4.6%. Fund up 6.6% YTD, trails S&P 500.
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