Trading Ideas – European session 8 Jan

Stocks dip from highs as oil jumps on Middle East tensions. S&P 500 down 0.4%, Dow 1.1%.

VRTX beats Q1 revenue & EPS estimates; sales up 7.8%. Shares dip 1.1% post-earnings.

OSIS beats Q1 revenue estimates by 1.4% with 2% YoY growth; EPS up 2.3%. Guidance in line.

Lattice Semiconductor buys AMI for $1.65B, boosting AI cloud capabilities. Traders watch valuation.

NMFC stock trades at a 20% discount to book, offering a 13%+ yield. Buybacks and potential portfolio sale eyed.

S&P 500 rallies 5% YTD on AI, easing tensions. JPMorgan sees 8000, but valuations are high.

ALSN beats revenue estimates with 83.6% YoY growth, but EPS misses. Operating margin down.