AUD

PFGC beats Q1 estimates on revenue & profit. Guidance lifted slightly, but watch fuel costs & integration headwinds.

SHOO beats EPS & revenue estimates; margins jump 5.4 pts. DTC strength fuels growth, but watch tariffs & freight costs.

S&P 500's CAPE ratio nears 40, echoing dot-com bubble. High valuations may signal muted future returns.

CGNX beats Q1 estimates with strong revenue & EPS growth. AI products & sales transformation drive gains. Guidance beats.

BBAI & AI face revenue drops & widening losses. AVGO's AI chips surge, offering strong growth at 18x EBITDA.

SNAP narrows losses, beats EBITDA estimates. Subscriptions & AI drive growth, but ad revenue faces headwinds. Valuation at $9.2B.

AI datacenters' massive power demand spiked wholesale prices 76% in the US East Coast grid.