2300 GMT Australia CBA / Markit preliminary PMIs for September
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LDOS beats EPS/revenue, but margin pressure on defense contracts dims outlook. Guidance raised.
CVX eyes 10%+ FCF growth via oil; TTE targets 20% via power expansion. TTE may outperform, but CVX offers less FX risk.
China's exports surge 14.1% on AI & renewables, but domestic demand lags. Industrial output up 6% vs. 1.9% retail sales.
DRS beats Q1 EPS & revenue estimates, lifts guidance. Backlog down 45%, but demand strong.
CSCO's AI boom fuels record highs! Investors missed a $9B breakout as networking supercycle kicks in.
S&P 500 hits highs! DCA with ETFs like VOO (15.2% avg return) or QQQ (21.1% avg return) beats most stocks.
BV's revenue jumps 6% on retention & sales growth, but margins dip. Guidance lifted, watch for sustainable growth.
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