Greetings one and all.
A busy day ahead with no prizes for guessing the main event but UK Services PMI in focus prior given that sector's large impact on GDP.
As always I wish you a good session.
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OPAD revenue plunges 50% on low volume; EPS beats estimates. Guidance disappoints, valuation low.
AMZN's AWS chips offer 30% better price/performance. Potential for a $50B standalone chip biz.
ONEW's Q1 revenue drops 8.5%, but full-year outlook holds. Margin improves despite sales dip. Watch macro risks.
VUG & MGK show strong 1-yr returns (31%+), with MGK slightly ahead. Both have low expense ratios & similar risk profiles.
BMY beats EPS estimates but misses revenue guidance. Growth portfolio shines, but watch R&D risks.
HGV beats revenue/EPS estimates! Margin leaps on cost cuts & new buyers. Outlook strong.
ATI beats EPS estimates despite flat sales; margins rise on aerospace/defense focus. Buy?
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