ECB's Nouy says banks did better in H1 2015

DFIN's 15.7% EPS growth & 25.8% ROE at 10.6x P/E shine; WSC & CWST face margin declines & weak returns.

Oil nears $120 as Hormuz tensions rise; traders eye inflation risks.

Oil near $100/bbl despite ceasefire; Strait of Hormuz risks persist, impacting global growth.

Healthcare stocks up 5.1%, but CORT's EPS fell 6.9% annually. SYK's EPS grew 12.9%.

MTSI's 27.8% revenue growth & 54.5% gross margin shine, but its 52.1x P/E signals high valuation.

MX, EVGO, CCOI show weak margins (-18.4%, -28.8%, -10.4%) & cash burn. Avoid these unprofitable plays.

NOW drops 7% on AI doubts; UBS downgrades to neutral, slashing PT to $100. Still projects 20%+ growth.