OK you lot … I know you all trashed the euro … but now look what you’ve done … the orderboard is brought to you today by Mother Hubbard.
Here’s what I’ve managed to scrape together out there:
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Energy stocks ENB, EPD, ET, MPLX offer high yields (5-7.8%) amid AI demand. Monitor debt for payout sustainability.
MACOM beats revenue estimates, sees strong demand in Data Center & Defense. Guidance up, margins rising.
SOUN's revenue beats but margins dip post-acquisitions. Is it a buy at $8.45?
BlackRock caps HPS fund withdrawals at 5% amid investor fears. Private credit risks rise, but BLK's scale limits impact.
30-yr yields near 5% on inflation fears; Fed hikes eyed. Oil standoff risks higher rates.
Dropbox beats EPS & revenue estimates! Retention efforts boost metrics, but margins dip. Is DBX a buy?
NVDA's P/E is 27.5, MU's is <8, AMZN's is 31. Growth stocks with attractive valuations abound.
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