RBA

CPI jumps 3.8% YoY on Iran war's energy shock; core prices modest. Fed cautious on rate cuts.

Nvidia's P/E dips to 25.8 on AI chip demand, while Alphabet trades at 30.5, suggesting potential undervaluation.

RRR's weak FCF margin (13.8%) and slow growth limit returns. NDSN's 25x P/E signals caution. AMWD faces sales declines.

Warsh's hawkish Fed stance could tighten liquidity, impacting stock performance. AI's productivity boost is speculative.

RUSHA sales down 4%, EPS -8.5%, trades at 18.7x P/E. VAL sales -5%, 21.1% gross margin, 18.3x P/E.

Wendy's jumps 22% on potential Trian buyout news; stock still down 19% YTD.

Tech stocks surge 15% in April, but P/E ratio at 34 signals overvaluation. Value stocks now outperform growth.