The headline build is greater than what was expected (estimates below).
Zero Hedge with the numbers:
The estimates I had seen were for:
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Pershing Square IPO opens below price, lagging S&P 500. Huge discount to NAV raises valuation questions.
DXCM eyes earnings with 13.5% revenue growth expected. Analysts are bullish, but it's lagged peers. Buy or sell?
MoonPay buys Sodot for ~$100M, launching institutional arm. 71% of managers eye more crypto.
AEHR's 917% surge faces a 60 P/S ratio. Halter Ferguson dumped $20M, missing April highs.
SPSM yields 1.50% with 38.70% 1-yr return vs VB's 1.20%/33.90%. SPSM targets profitable firms, VB offers broader diversification.
ILMN eyes earnings with 5.5% monthly gain. Analysts see 2.9% revenue growth, target $136.67.
MRVL surges on AI accelerators, trades at 21.7x forward earnings. MU's memory boom faces cyclical risks, trades at 5x earnings.
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