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- Lower rates are not as stimulatory as they used to be
That's seen the Aussie back to near session highs at 0.7216
That's seen the Aussie back to near session highs at 0.7216
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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.
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