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.
BJRI (+13%), GFF (+10.9%), ILMN (+10.3%) near highs, but watch weak sales & high P/E ratios!
KLAC (+393% 5yr, 60.6% gross margin, 38.4x P/E), UTHR (+172% 5yr, 34.9% FCF, 16.1x P/E), SYF (+96% 5yr, 30.1% EPS growth, 8.5x P/E) show strong growth.
ASO dips 2.4% sales, ULH dumps on weak FCF, FLNC moons with 21.5% backlog growth!
MSI shines with 8.5% growth & 18.8% FCF margin; KD & MAN face sales dips & weak returns. Watch valuations!
Ethereum sees surge in new wallets, not just old users. ETH hovers near $3.3k. Retention is key for sustained growth.
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