Japan Jibun Markit preliminary manufacturing PMI July 52.2 (prior 52.7)

UK February mortgage approvals 62.584k vs 61.250k expected; prior 60.246k (R)

Berkshire adds $1.8B to Tokio Marine, up 20% on attractive valuation & growth.

RNG's 1.3x P/S valuation & slow growth raise red flags. UTI's 19.4x EV/EBITDA & shrinking FCF margin are concerning.

Micron's valuation soared 4x, but AI demand fuels HBM growth. P/E 7.6, could it triple?

Oil prices surge 59% on Houthi attacks & Iran oil talk. Brent hits $115.52, WTI $101.04.

Iran war sparks global inflation fears; oil & food prices surge. US inflation seen at 4.2%.

ADI's 14.9% revenue growth & 36.7% FCF margin shine; UDMY's 56% buyer decline & 2% sales growth raise red flags.