Fed's Barkin: Existing QE providing pretty strong stimulus

ABNB's 35.7% EBITDA margin shines; THO's 2.2% revenue decline & 4.3% EPS drop raise red flags.

WOOF's EPS fell 38.6% annually, RDW's FCF margin dropped 28.2%, WSFS net interest income growth slowed.

KO beats S&P 500 with 13% YTD gain. Strong revenue & EPS growth, but trades at a premium.

BOKF's 27.4% gain is nice, but its 1.3x P/B & slow growth raise caution. Better plays exist.

OpenAI misses targets, impacting partners. AMZN, CRWV, ORCL face valuation shifts amid AI deal uncertainty.

SunOpta's 24% gain & 36.5x P/E may be too rich; weak revenue & margins signal caution.

Intel's 350%+ rally faces scrutiny. High P/E (86x) vs. 7% growth raises profit-taking flags.