Reuters poll
- Chinese yuan to gain 1.8% vs dollar to 6.85 in year vs 6.80 in October poll
- 28 of 60 expect yuan to weaken to 7 per dollar or beyond in a year
- 20 of 37 say Chinese authorities will defend yuan from weakening to 7 per dollar or beyond
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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.
DKS trades at 15.3x forward P/E with 3.9% same-store sales growth but weak 34.9% gross margins. Is it a buy?
Bloom Energy's stock soared 1460% on strong revenue, but its high valuation (139x forward P/E) signals risk.
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