- Prior was -58.3B
- Goods trade balance -86.84B vs -85.78B prelim
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Ackman bets on BN's 25% earnings growth at 18x P/E, UBER's 20% revenue growth at 23x P/E, and GOOG's AI cloud boom.
CCJ's uranium boom fuels 11% revenue growth, 16.9% margin. BWXT's SMRs drive 18% revenue, 10.3% margin. CEG yields 0.83%.
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S&P 500's Shiller P/E at 39.2 signals expensive market, past drops loom, but AI boom differs.
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