Regional stockmarkets are generally lower but the FX market is still refusing to move. Apologies again for the intermittent service this morning but all back to normal now so if I missed any questions earlier then please fire away.
Regional stockmarkets are generally lower but the FX market is still refusing to move. Apologies again for the intermittent service this morning but all back to normal now so if I missed any questions earlier then please fire away.
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Target & Old Navy cut plus sizes 37% & 12%. GLP-1s fuel skinny culture fears, impacting retail demand.
Iran war spikes oil to $100+, fueling inflation fears. Fed may hike rates, not cut, hurting pricey stocks.
Rocket Lab's 265% surge & $1.85B backlog vs. Fluor's low P/E & risk-shifted contracts.
Nvidia's 65% revenue growth & 35 P/E vs. CoreWeave's 167% growth & high debt. Risk vs. reward!
DIS trades <15x '26 EPS, 2.3x leverage, dividend reinstated. Experiences drive profit.
NFLX stock up 25% post-Warner deal exit. Trades at 38x earnings, below avg. Buy before earnings?
NVDA projects $1T AI revenue by 2027, up from $500B. Stock dips 15% but AI tailwind remains strong.
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