European stocks ease from their highs into the close

V2X insiders sold 2.5M shares at $68.21, a discount to market. Earnings rose 20%, but 2026 growth slows to 8.8%.

Global shocks spark economic rethink. Inflation & growth risks rise, central banks vigilant. Europe seeks new alliances.

AI stocks MU, NVDA, MSFT trade at discounts. MU's 300% gain vs. 6.8x earnings, NVDA's 77% growth vs. 21.1x P/E, MSFT's low op P/E signal buy.

EGP boasts strong FFO growth & low debt, but STAG offers a higher yield at a lower P/FFO.

Oil prices whip-saw on geopolitical news, but engineering limits signal triple-digit prices for years.

Target's 4% dividend yield & 14 P/E vs. Walmart's high valuation; Chevron's 3.3% yield & 31 P/E; PepsiCo's 3.8% yield & 25 P/E.

Spier's fund returned 1,186% but underperformed S&P 500 for 8 yrs. AI & Mag 7 challenge value investing.