Meta's stock dips on AI spend, but trades at 20x forward earnings, a bargain for its $201B revenue.
Harbinger's flexible EV platform lands Frazer deal for ambulances, boosting its $300M+ funding.
Royalty Pharma's 31.5% gain is tempting, but tepid growth & lack of scale at 8.7x P/E raise risk.
Gold stocks NEM & B sink 20%+ on inflation/rate fears. Buy the dip? NEM EPS up 123%, B FCF up 194%.
CUBI's 1.5% return & 3.2% NIM signal weak loan book. Valuation's fair, but fundamentals show downside risk.
Micron's stock surges 335% on AI chip demand, trading at 7.7x forward earnings. Cyclical risks loom.
Mortgage demand plunges 10%+ as rates hit 3-month highs. Refi rates dip slightly.
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