The comments first crossed 30 minutes ago in a DJ interview but didn’t weigh on AUD, which has rebounded above 1.03 with US stocks paring losses.
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McKesson misses revenue targets amid pharma price drops, but profit grows. Buy MCK?
OXY's P/E dips below avg, debt shrinks, but past returns are lumpy. Iran war tailwind.
Unity's revenue jumps 17% on AI tools, but EPS misses. Valuation at $11.7B, watch AI adoption.
AMZN nears $3T cap, up 33% in 3 mos. AWS drives 17% sales growth, but shares trade at 30x forward earnings.
ASTH beats revenue/EPS estimates on AI integration & value-based care. Trades at $40, up from $36.
CSCO offers AI growth w/ dividends & stable cash flow, unlike volatile NVDA. Valuation's reasonable.
Eclipse Ventures' Cerebras bet yields 17x return. Physical tech now shines as SaaS falters.
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