France Q2 final GDP +0.3% vs +0.3% q/q prelim

Homebuilders' Q4 mixed: revenues beat by 3.6%, but stocks down 11.1%. KBH revenue down 15.3%, TMHC revenue down 10.9%. MTH misses estimates.

FORM's 49.1x P/E, LKQ's low returns, SPHR's 20.3x EV/EBITDA signal risks despite growth potential.

AMAT (28.7% margin, 28.7x P/E), STX (24.7% rev growth, 23x P/E), GOOGL (elite margins, 26.7x P/E) show strong fundamentals.

SABR's 67.5% monthly gain hides a 7x net-debt/EBITDA risk. TPH's 26.8% rise faces demand cratering.

FHI's 21% EPS growth & 25.3% ROE at 10.7x P/E beat REYN's weak sales & CINF's slow growth.

Energy exporters like Iraq (+40.8% GDP surplus) gain as importers like Thailand (-7.4% GDP deficit) see markets tumble -10.7%.

Oil surges 9.8% on Strait of Hormuz fears; stocks tumble 1.38% as VIX jumps 9%.