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With a friendly Fed, a tight labor market and data like March retail sales, the chances for upside surprises are good.
Especially when healthcare CEOs discus political issues with analysts and reporters.
At the very least, the valuation may be morphing from traditional old school media to a blend of media and tech.
While Zoom has a lot going for it, its shares are now pricing in a lot of future growth. Relatively speaking, Pinterest doesn't look as expensive.