Unusual markets

WCC's revenue up 10.3% last Q, but income missed. Peers saw mixed results. WCC up 19.2% pre-earnings.

AMD & MU surge on AI bottlenecks & demand. MU's P/E at 5x FY27 est. signals upside.

First Solar eyes earnings with 6.3% monthly gain. Analysts see $245 target vs $196 price.

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.