Here is how Alto Ingredients (ALTO) and Central Garden (CENT) have performed compared to their sector so far this year.
Source: https://www.zacks.com/stock/news/2907501/are-consumer-discre…
Here is how Agilon Health (AGL) and Caribou Biosciences, Inc. (CRBU) have performed compared to their sector so far this year.
The Strait of Hormuz disruption could keep oil prices elevated longer than a typical supply shock due to shipping/insurance constraints, limited SPR flexibility, and already-tightening fundamentals. ExxonMobil and Devon Energy could translate higher oil into outsized free cash flow, including Exxon’s advantaged production and LNG ramp and Devon’s Coterra merger synergies plus a potential dividend step-up.
In today’s video, I discuss recent updates affecting Nvidia (NVDA +4.64%) and other AI stocks.
