Obviously with the US holiday there’s less liquidity in the FX markets than normal, so extra care required today.
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BRZE's 20% revenue growth & 2.5x P/S valuation shine; STBA & COLB lag on growth.
AVGO's 90% 2025 gain is priced in. Expensive at 86x trailing earnings, but AI chips offer future growth.
Banks gain 10.2% but WSBC, TRMK, FFBC face risks: low NIM, slow EPS growth, high P/B.
ARMK beats revenue estimates with 14.7% growth; new AI data center deals boost future outlook.
US funds boost SMR nuclear stocks! Billions for plants signal growth, but watch regulatory hurdles.
GEO Group beats Q1 estimates with 16.6% revenue growth & improved margins. Valuation metrics hint at upside.
SE beats Q1 estimates with 42.8% revenue growth & $0.81 EPS. AI & logistics drive gains.
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