Industrials rally 22.1% vs S&P 500, but ATKR, AEIS, MBLY face risks. Watch P/E ratios!
GES faces overleveraging risks at 7x net-debt/EBITDA, PLOW's growth slows, while MNST shines with 37.3% ROC.
Business services up 11.8%, but ICFI, CXT, KFRC face sales dips & EPS drops. Watch P/E ratios!
ARCB's 23.1% EPS drop & 3.4% margin raise red flags; ZBH's 4.2% ROIC & 16.6% margin lag. AIR shines with 17.9% EPS growth & 9.3% margin.
Chevron doubles down on Leviathan gas w/ FID for 21 BCM/yr expansion. Eyes regional energy security.
Tech giants to fund $15B in new power plants via auction, avoiding retail price hikes. Watch for margin squeeze on smaller AI firms.
10-yr Treasury yields stuck <10bps weekly range for 5 wks. Low vol may precede selloff. Watch 4.25% or 4.05% levels.
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