- Rises 1.6%Y/Y expected 2%
- Falls 0.4% M/M expected 0.3%
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Cisco, Nvidia lead tech rally to record highs. Dow tops 50K, but inflation data tempers broader gains.
ENS & RDN show flat sales & low margins; MYRG boasts strong EPS growth & FCF. Valuations vary.
Bloom Energy's 1480% surge faces valuation risks (128x forward P/E). Hold or DCA.
LYTS surges 24.8% on strong revenue & EPS growth; GATX & ADM show weaker fundamentals.
AMD & Intel surge on AI demand, but ARM's new chips challenge x86 dominance. ARM targets $2B+ revenue.
Command Alkon sale eyed for $1.5B+ valuation. Strong revenue ($230M+) & EBITDA ($92M) signal resilience.
SNA's flat EPS & shrinking returns raise red flags despite cash flow. AYI's strong sales & margins shine.
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