FX options expiry, those of significance for today
EUR/USD 1.1400 1.3bn euro
USD/JPY
- 111.00 530m USD
- 111.50 525m
- 112.00 820m
GBP/USD 1.3250 269m GBP
NZD/USD 0.6850 225m NZD
EUR/GBP 0.8600 416m euro
EUR/USD 1.1400 1.3bn euro
USD/JPY
GBP/USD 1.3250 269m GBP
NZD/USD 0.6850 225m NZD
EUR/GBP 0.8600 416m euro
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BABA sinks 15% on rising costs & missed earnings. Cloud AI revenue up 36%, but e-commerce EBITA down 43%.
SOFI's revenue soars 30% annually, profits explode, but stock's 46% off peak. P/E 29.9.
SCHD ETF offers growth & 3.5% yield. New DDDD ETF doubles yield to 7% via options, sacrificing upside.
Brazil's sugar output faces risk as high oil prices divert cane to ethanol. Strike threats add logistics woes. Sugar prices jump 8% to $451/ton.
Physical oil prices surge past futures on supply shock; Brent nears $120, impacting consumers.
TSMC's sales jump 26%, P/E 32; GOOGL's Gemini hits 750M users, P/E 28. Safer than crypto?
Oil stocks CVX, CNQ, COP offer upside to rising crude, with 10%+ FCF growth at $70 oil.
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