People's Bank of China has skipped OMOs today, 2nd day in a row
- No net drain nor injection
- The bigger news the past few minutes:
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BN down 20%, BX down 45% on credit fears. Both offer strong returns & growth, great buys?
Arm stock surges 16% on chip sales plan, signaling potential Nvidia-like growth. Valuation watch!
UK inflation holds at 3%. Oil prices may spike as Iran conflict looms, impacting future returns.
OKLO & SMR face regulatory risks; DUK offers 3.3% yield & 10% YTD gain. Nuclear energy's future is hot!
Gas prices near $4/gal, up 40% on Mideast conflict. Goldman Sachs sees Brent at $115.
NVDA eyes $1T GPU sales, AVGO targets $100B AI chips, NBIS projects $7B+ ARR. AI boom fuels massive growth.
UNP's 3.8% return & 19.1x P/E signal caution. Slow sales growth & margin drops make it a pass.
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