Justin had the report yesterday, posting here ICYMI:
Gov Yi Hang
Gov Yi Hang
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Bloom Energy surges on $25B AI power deal, overcoming prior 22% dip. Buy rating reiterated.
Oil prices near pre-war levels, but supply risks could spark a rebound. Steepest quarterly loss since 2020.
MSFT faces its worst month in 26 years, down 17% amid Xbox reset & AI trade woes. Valuation concerns rise.
Duke Energy cancels NC wind lease, costing $129M. Offshore wind faces regulatory headwinds and rising costs.
Dow hits record high! SpaceX's win streak continues, defying valuation concerns.
S&P 500 & Nasdaq post best quarter since 2020, defying geopolitical risks. Strong returns signal market resilience.
ICYMI: BoE's Bailey says won't rush to raise rates on oil-driven inflation spike Bailey says the BoE will let inflation run hot a while longer rather than chase oil prices with a rate move.
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