AEO & VFC show weak returns & high P/E. MRVL boasts 22.5% revenue growth & expanding margins.
US worker productivity slowed to 1.8% in Q4, unit labor costs jumped 4.4%. AI adoption eyed for future gains.
PYPL's 10-yr return: 12% vs S&P 500's 282%. Down 86% from peak.
Jefferies jumps 9.2% on takeover rumors; stock's down 36% YTD on private credit fears.
SSTK's 2.8x EV/EBITDA & M's 8.5x P/E face revenue drops; SMCI's 8.4x P/E boasts 74% growth.
Jefferies jumps 7% on takeover talk; Tesla's EU sales up 12% YoY; GME earnings loom.
Prop firms face a shakeout; focus shifts from cheap CPA to ROI, payback periods, and trust infrastructure.
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