Positive tones for equities as European trading gets underway 25 May 2016
- FTSE +0.5%
- DAX +0.9%
- CAC40 +0.4%
- FTMIB +0.5%
- IBEX +0.8%
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Allbirds' AI pivot sparks 167% stock surge, but signals potential AI sector peak & valuation risks.
BRBR beats revenue, EBITDA estimates. Expects 3.5% growth vs. 18.9% last year. Upside potential to $26.07.
Global equities see $18.9B inflows on strong earnings, tech leads. Bonds attract $14.19B.
WAT faces revenue decline but history of beating estimates. Peers show mixed results. Buy target $385.50.
TSMC & AVGO eye $3T valuation on AI demand. Expect 50% returns, but AVGO's 81 P/E is high.
NVIDIA taps defense & healthcare AI, boosting its valuation. Pentagon inks AI deals with 8 firms.
Venezuela's grid needs $100B, but payment woes deter Siemens & GE. Less than 40% capacity.
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