AMD's 320% surge raises valuation questions. Its P/E is 92, but future growth could justify it.
April jobs beat forecasts with 115k hires, but labor market's 'frozen' state raises concerns.
Datadog & CrowdStrike surge on AI demand, unaffected by helium crisis. Software firms offer pure growth, but valuations price in high returns.
Small caps trade cheap (P/E 16) vs. large caps (P/E 22.5), but AI favors big tech. Will 17% growth spark a comeback?
Aramco's Q1 profit leaps 26% on pipeline capacity & oil surge, defying Mideast conflict risks.
Meta's ad biz surges 33% YoY, yet it trades at 19x earnings, a cheap valuation vs. peers.
Iran conflict sparks inflation fears; Fed may hike rates, not cut, pushing long-term yields higher.
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