Ford Pro's $7.5B EBIT target faces pressure as Chinese EVs enter Europe tariff-free, undercutting Ford's $29K van.
Berkshire shifts from selling to buying, deploying $16B in equities. Still sees few opportunities, but signals potential market value.
Nvidia's AI dominance faces risk as AMZN shifts to custom chips, impacting future earnings growth despite a 25x multiple.
IONQ revenue triples, but stock dips 9%. Still up 60% YTD. RPOs soar 554%. Watch cash burn.
GCC petrostates slash Central Asia investments; GDP hits up to 14% loom. SWFs recalibrate, prioritizing domestic needs.
ET's 6.7% yield is attractive, but its dividend history warrants caution. Strong cash flow supports payouts.
S&P 500 & Nasdaq hit records on strong jobs & chip stock rally. 6th weekly gain!
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