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Trade ideas thread - Wednesday, 28 June 2023
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- FT: Trump is pushing for 15 – 20% minimum tariff on all EU goods. EURUSD moves lower.
- Tech giants falter: Energy stocks gain momentum
- Fed's Miran: I would pencil in 3 rate cuts this year versus 4 before the war
- Fed's Williams: At this moment, not appropriate to provide specific forward guidance
- Israel preparing to halt Lebanon combat operations - report
- US March industrial production -0.5% vs +0.1% expected
- Fed's Williams: Seeing emerging signs of supply chain disruptions
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Upstart (UPST) stock down 91% but revenue up 35%. AI bank charter adds opportunity & risk.
Motley Fool
3m ago
LMB's 11.9% revenue growth & 46.5% EPS jump show strength. JBTM's 51.1% revenue growth & 20.1% EPS rise impress.
StockStory
10m ago
HIMS jumps 6% on FDA peptide news, but still down 23% YTD. Investors eye potential regulatory shifts.
YahooFinance
14m ago
SNS Financial sells $5.88M of BSCQ ahead of Dec. close. ETF yields 4.14% but lags S&P 500.
Motley Fool
18m ago
DOCU's 2.6x P/S, EVER's 3.8x EV/EBITDA, TEX's 13.3x P/E show weak growth & rising risks.
StockStory
22m ago
Jet fuel prices double! Europe faces 6-week supply crunch, risking fare hikes & travel disruption.
BBC
25m ago
AMZN bets $200B on AI, sees high ROIC despite market jitters. Jassy's conviction fuels confidence.
Motley Fool
29m ago
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