AUD up above 0.8810 again in reaction to the stronger than expected NZ CPI. Orderboard:
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AMAT eyes earnings with 8.4% monthly gain. Peers surge 30%+! Valuation at $447 vs $429.
Stocks surged 4x in a decade, but bonds plunged 18%. Rebalance now to manage risk!
Custody banks beat Q1 revenue estimates by 2.9%, with AMP up 2.2% and BEN surging 15.1%.
DASH beats EPS, but revenue misses. AI, growth in Europe & grocery key for future returns. Watch margins!
Cerebras IPO soars 68%! Revenue up tenfold, but still unprofitable. Is it too late to buy?
Cramer sees AI stocks down 24% & 46% as buys. Potential rebound ahead, but watch volatility.
TRMB beats revenue/EPS estimates, raises guidance, but hardware/intl. face risks. Valuation at $57.10.
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