Wrap Asia

S&P 500 beats estimates! 84% EPS surprise, 27% growth. Tech giants like NVDA, GOOGL, AMZN, META drive market rally.

Dow hits 50K on Disney's earnings beat & NVIDIA's rally. Tech stocks like ARM, AMD, Apple, Fortinet see mixed action.

CoreWeave's 78% YTD gain faces scrutiny. Investors eye revenue, margins, and capex for AI compute demand.

AppLovin (APP) sank 45% on AI fears, now up 31% with P/E at 47. Buy zone?

CMCSA & CHTR lose broadband subs to 5G FWA. EBITDA tumbles as rivals gain traction.

ICLN up 84% yearly, but Florin Court sells $3.6M, still holding 18.5% AUM.

Royal Gold's Q1 revenue soars 143% to $469M on strong metal prices; EBITDA margin hits 83%.