EURGBP dip demand also helping to cap cable.
Offers: 1.3050 1.3065 1.3080 1.3095-05 (strong. Stops above) 1.3130 1.3150
Bids: 1.3000 1.2980 1.2950 ( strong) 1.2930 1.2900 1.2880 1.1265 1.2850 1.2830 1.2800
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ROAD's 53.9% revenue growth & 49.6% EPS jump at 38.5x P/E beats ASUR & RXO's struggles.
AMZN CEO Jassy bets big on AI, expecting strong ROIC despite $200B spend. AI adoption is 10x faster than electricity.
MNDY's 26.9% ARR growth & 89.2% gross margin vs. STX's 24.7% revenue growth & 29.9x P/E. ASTH boasts 51.5% revenue growth & 10.2x P/E.
MKL's slow growth & revenue drop signal caution. At 1.2x P/B, it's not a buy.
CoreWeave jumps 13% on Anthropic deal, powering Claude AI. Meta also boosts cloud deals to $35B.
IOVA's Amtagvi sales jump 61% to $263.5M, but high costs & risks loom. Fortune or ruin?
Solaris Energy Infrastructure: 431% returns but negative FCF margin (-32.7%) & 47.2x P/E.
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