In case you weren’t already aware I’m hearing that the pair has an AUD500 mln expiry at 0.9500 today at 10 am NY
Other decent size bids between 0.9500-05 now in place too.
Currently going nowhere fast at 0.9510 after the overnight move down to 0.9504
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McKesson misses revenue targets amid pharma price drops, but profit grows. Buy MCK?
OXY's P/E dips below avg, debt shrinks, but past returns are lumpy. Iran war tailwind.
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AMZN nears $3T cap, up 33% in 3 mos. AWS drives 17% sales growth, but shares trade at 30x forward earnings.
ASTH beats revenue/EPS estimates on AI integration & value-based care. Trades at $40, up from $36.
CSCO offers AI growth w/ dividends & stable cash flow, unlike volatile NVDA. Valuation's reasonable.
Eclipse Ventures' Cerebras bet yields 17x return. Physical tech now shines as SaaS falters.
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