Wrap Nth America

Iran’s top negotiator rejected negotiations conducted under threat, saying Trump is attempting to shift talks into what he described as a “table of surrender.”

Warsh's Fed chair hearing: hawkish on inflation, but signals support for lower rates amid 3.3% inflation.

SHOP's 11.2x P/S valuation hints at strong billings growth, while DRVN's 10.2x P/E masks cash burn & poor returns.

AXP's 9% billed business growth & 17% fee revenue jump face scrutiny. Watch write-offs & 21x P/E.

LYV's 122x P/E and contracting FCF margin raise red flags. GDRX's low growth & negative returns warrant caution.

TGT's 8% April surge outpaces WMT despite prior woes. Analysts raise EPS estimates, but can TGT meet lofty turnaround expectations?

VIPS exits $38.5M stake after 28% return; market cap $7.5B, yield 3.98%. Faces headwinds.