Currently 112.70 after basing around 5 Aug lows of 112.32
Both core pairs finding demand again but rally sellers also lurking
Offers: 113.00 113.25 113.50 113.80 114.00 114.50
Bids: 112.50 112.30 112.00-10 111.85 111.50 111.00
Offers: 113.00 113.25 113.50 113.80 114.00 114.50
Bids: 112.50 112.30 112.00-10 111.85 111.50 111.00
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ROAD's 53.9% revenue growth & 49.6% EPS jump at 38.5x P/E beats ASUR & RXO's struggles.
AMZN CEO Jassy bets big on AI, expecting strong ROIC despite $200B spend. AI adoption is 10x faster than electricity.
MNDY's 26.9% ARR growth & 89.2% gross margin vs. STX's 24.7% revenue growth & 29.9x P/E. ASTH boasts 51.5% revenue growth & 10.2x P/E.
MKL's slow growth & revenue drop signal caution. At 1.2x P/B, it's not a buy.
CoreWeave jumps 13% on Anthropic deal, powering Claude AI. Meta also boosts cloud deals to $35B.
IOVA's Amtagvi sales jump 61% to $263.5M, but high costs & risks loom. Fortune or ruin?
Solaris Energy Infrastructure: 431% returns but negative FCF margin (-32.7%) & 47.2x P/E.
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