economic calendar

META's revenue surges 24%, but AI costs hit earnings. P/E of 25 faces risk from margin compression.

GBX surges 14.5% to $51.94, but weak margins & negative FCF signal risk despite reasonable P/E.

Venture Global surges 5% on analyst upgrades; potential 33% gains seen amid rising LNG demand & prices.

Australia’s February CPI eased to 3.7% y/y with flat monthly growth, while core inflation softened slightly, but the data predates a surge in energy prices, leaving inflation risks and RBA tightening bias intact.

SpaceX is reportedly preparing to file its IPO prospectus, with advisers eyeing a raise of over $75bn, though the size raises questions given its already high private market valuation.

Chip stocks like MX, ADI, AMAT jump on $4T supply chain plan. MACOM's 3.9% gain adds to its 35.8% YTD return.

TER jumps 5% on $4T chip consortium plan. NVMI +3.2%, STX +3.1%. Volatile TER nears 52-week high.