WTI nears $100/bbl, but US shale output lags. Producers prioritize stability over boom, limiting return potential.
S&P 500 resilient despite oil shocks & Iran conflict. Trades at 20.4x forward earnings, cheaper than last year.
Oil prices surge on geopolitical threats; Brent up 3.26% to $112.19, WTI discount widens.
LULU's 68% drop from its peak offers value at 13.5x EPS. International growth shines, but North America needs a turnaround.
AVGO's AI revenue doubled to $8.4B, EPS up 28%. Dominant market share fuels AI boom.
Windsor adds $4.3M to WOR, a 17% AUM stake. WOR's up 15% YTD, trades at $47.64.
Uber's hybrid AV/human model boosts utilization 30% & cuts wait times 25%. It beats robotaxi-only fleets.
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