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CBA sees Australian March CPI at 4.6%yr, trimmed mean at 3.5%yr, and calls for a 25bp RBA hike in May. Westpac warns the Iran energy shock will broaden through H2 2026.
AMZN's 40% YTD gain driven by AI & AWS. Analysts project 19% EPS CAGR, potential 250% surge.
WesBanco's Q1 revenue missed, but EPS beat. CRE payoffs hit loan growth, yet deposits rise. Valuation at $3.32B.
Iren drops 8% on AI spending fears & price cut. Valuation concerns rise as demand stabilizes.
MANH's cloud revenue jumps 24%, AI pilots convert to paid subs. Guidance lifted, but watch margins.
WM beat EPS estimates but missed revenue. Operating margin up, FCF strong. Buy?
AKR's FFO hits $0.30/share, shares up 3% YTD. Full-year outlook $1.22-$1.26.
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