SNB

US policy fears drive cash to UK stocks; 38% plan more UK equity exposure.

SMTC beats Q4 estimates, guides Q1 higher, but stock dips. Focus on data center & LoRa momentum.

AI fears tank S&P 500 4%+, but Bitcoin's 44% drop is a decade buy opp. Gov't stimulus fuels crypto.

Micron's 350% surge driven by AI demand, but watch for cyclical supply gluts impacting future valuation.

Shiller P/E hits 39-41, highest since 1871. Iran war sparks oil surge, Fed may hike rates, risking 20%+ market drops.

Goldman Sachs hikes Brent crude forecast to $85/bbl for 2026, citing supply shock. Top oil stocks highlighted.

NVDA eyes 50%+ FCF return to shareholders via buybacks/dividends. Strong EPS growth projected.