Notable FX option expiry today
EUR/USD
- 1.1200 1.2bn EUR
- 1.1225 598m
- 1.1250 1.8bn
- 1.1300 1.6bn
GBP/USD
- 1.3200 292m GBp
USD/CAD
- 1.3340 575m USD
NZD/USD
- 0.6825 208m NZD
EUR/USD
GBP/USD
USD/CAD
NZD/USD
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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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