This is what I have for Trump today in China, Friday.
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Allegiant buys Sun Country for $1.5B, merging two low-cost carriers for synergy. Investors eye returns.
NVDA hits $350 target on H200 news. Chipmaker's rally's just begun, still cheap!
Cisco jumps 10% on earnings beat; Cerebras nearly doubles IPO price. AI strength fuels market highs.
CSCO jumps 13% on AI orders & strong guidance. High volume signals investor confidence in future growth.
Morgan Stanley forecasts global GDP growth of 3.2% in 2026, with the Fed on hold all year, as an energy shock tests a broadly constructive outlook anchored by US AI spending and consumer demand.
WTTR beats EPS/EBITDA estimates, revenue dips slightly. Focus on infrastructure growth & acquisitions.
Analysts say Kevin Warsh's appointment as Fed chair is unlikely to deliver the rate cuts markets had hoped for, with inflation elevated and the FOMC increasingly hawkish.
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