ROKU surges 65% on new strategies; Howdy hits 1M subs. Q1 revenue up 18%, profit expected. Valuation at 35x earnings.
Dutch Bros trades at half Cava's valuation (3.6x P/S vs 7.6x) with a larger store potential.
CORT's 24.9% rally faces earnings test. Revenue growth expected at 18.3%, but past misses loom.
Dimon warns of bond crisis from rising debt. Focus on quality stocks & short-term bonds for resilience.
LTL shippers see 30% cost cuts via data accuracy. Density-based class boosts returns, cuts re-rates.
SOFI shares drop despite doubled earnings; unchanged 2026 forecast fails to impress investors.
Kone's $34B TKE buy creates lift giant. Traders eye market dominance & integration risks.
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