2018 1.6%
2017 budget surplus to drop to €4bn vs €26 in 2016
May face slight deficits from 2018
Calendar effects will impact 2017 growth
Germany in deficit?? They'll be fainting in the streets.
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Tencent & Alibaba eye DeepSeek AI at $20B+ valuation. High growth potential, but valuation risk looms.
Conagra's 9.4% yield hides a 42% stock drop & declining profits. Target's 3.5% yield & 35% rise show better value.
FIX beats revenue estimates, up 41.7% YoY. Analysts expect 31% growth. Peers up 11.2%, FIX up 19.8%.
Meta & Amazon trade cheap on cash flow (10.8x, 11.7x). Tesla's 84.7x cash flow valuation is a red flag.
Gold jumps 1.1% as Iran talks stall; Brent nears $100. Inflation risks loom.
HOOD up 30% from lows, but still down YTD. Strong growth in trading & interest revenue offsets crypto dip.
European chip stocks surge on AI demand! ASM Intl up 9% to record high. Valuations high but earnings strong.
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