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MSTR adds 34K BTC for $2.5B, avg $74.4K. Stock dips 2.5% on dilution & BTC risk.
AMAT's 28.7% margin & strong FCF signal growth; UPS & LH face declining sales & margins.
IMAX CEO sells $4.5M stock after 60% surge. Record revenue & cash flow support valuation.
Fed nominee Warsh's $210M portfolio faces scrutiny; he vows independence on rates, not specific holdings.
BLNK's sales drop 14.2%, cash burn raises doubt. PAY's revenue up 39.5%, EPS up 65.8%. APAM sales up 5.9%.
ADAM trades at a 31% book value discount despite 36% total return & 15% dividend hike.
TSCO misses Q1 earnings, stock drops 9.6%. Valuation at 22x earnings too high for mid-single digit growth.
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