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Moscow equities ended the session with the MOEX Russia Index unchanged at the close. Winners included Mobil’nye Telesistemy PJSC, TATNEFT n.a. V.D. Shashin Pref and VK Company Ltd, while T Tekhnologii MKPAO, United Company Rusal IPJSC and Aeroflot PJSC were the largest decliners. Market breadth was modestly positive and volatility measures and key …
Barclays analysts contend that Embodied AI - AI systems in robots, vehicles and drones - will be bullish for stocks overall. While markets have concentrated on potential displacement effects, the bank says aggregate benefits from higher output, improved efficiency and lower opportunity costs should support asset returns, even if adoption is uneven …
Tens of thousands of demonstrators packed Slavija Square in central Belgrade on Saturday to demand early elections and the resignation of President Aleksandar Vucic. Riot police used teargas and stun grenades to push back some protesters as clashes spread near the presidency and outside a park where supporters of the president have been camped. The…
A final pre-election AtlasIntel poll shows leftist Ivan Cepeda retaining a narrow lead in first-round voting intention, while right-wing businessman Abelardo De La Espriella has gained momentum and is projected to defeat Cepeda in a head-to-head runoff. The survey also indicates Paloma Valencia remains third but could outperform Cepeda in a potenti…
Goldman Sachs analysts argue that the effect of artificial intelligence on market concentration and corporate profitability is uncertain and hinges on whether the gains of incumbents compound or whether top adopters pull ahead. Factors such as globalisation, regulatory regimes, and economies of scale will shape outcomes. Historical analogies to tra…
Ukrainian President Volodymyr Zelenskiy said intelligence from Ukraine, the United States and European partners indicates Russia is preparing a combined strike on Ukrainian territory that could include the hypersonic Oreshnik ballistic missile. The alert follows Russian orders to prepare retaliation options after a drone strike on a dormitory in th…
President Donald Trump told CBS News negotiators for the United States and Iran were getting closer to a pact intended to halt the war. He said any final agreement would block Iran from obtaining a nuclear weapon and ensure its enriched uranium is properly managed. Separately, in an Axios interview he warned he could resume military action if a sat…
Piper Sandler warns that a combination of rising interest rates, high public debt, and politically difficult choices has moved the risk of a U.S. fiscal crisis from the fringes into mainstream concern. The firm says addressing the problem would require politically unpopular steps - including entitlement cuts, expanding the tax base and lowering gov…
The U.S. Centers for Disease Control and Prevention has added Hartsfield-Jackson Atlanta International Airport to its enhanced Ebola public health entry screening network for Americans returning from the Democratic Republic of the Congo, Uganda or South Sudan. The move follows the designation of Washington’s Dulles International Airport earlier in …
Bangladesh Bank announced a 600 billion taka stimulus package aimed at restarting idled production, supporting export-oriented firms and boosting rural output as the economy slows. The plan combines a 410 billion taka refinancing fund mobilised from banks with surplus liquidity and a 190 billion taka facility from the central bank backed by a gover…
Lululemon has been pummeled over the past year and now trades at roughly $127 with a market cap near $15.2B. Strong profitability metrics (ROE ~31.8%, FCF ~$922M) and a low EV/EBITDA (~4.95) argue the sell-off is overdone. This is a tactical, mid-term swing trade — buy a controlled size at $125.00, set a hard stop at $116.00, and target $175.00. Re…
Iran, the United States and Pakistan said they have made progress in mediated discussions aimed at ending nearly three months of conflict. Meetings in Tehran between Iranian negotiators and Pakistan's army chief, and public statements from U.S. and Iranian officials, indicate narrowing differences on a memorandum of understanding centered on a 14-p…
Ride-hailing firms Uber and DoorDash have held discussions with investors in Delivery Hero about a potential buyout, while Delivery Hero's board considers a full sale or piecemeal divestments. Investors reportedly seek more than EUR 40 a share, and Uber has become the group's largest shareholder after increasing its stake to 19.5%. Delivery Hero's …
AGNC Investment Corp. trades at $10.21 with a 13%-plus yield, P/B under 1 and an earnings yield that still looks reasonable. The combination of valuation, monthly cash flow and a plausible path to book-value recovery keeps me long; I lay out entry, stops, targets, catalysts and the key risks that would make me change my mind.
On May 23 Delivery Hero acknowledged receiving a takeover proposal from Uber valuing its shares at 33 euros each. The bid is roughly 1.76% below Delivery Hero's last closing price on Friday. Uber has increased its ownership stake to about 19.5% from near 7%, making it the group’s largest shareholder. Delivery Hero reiterated its focus on a strategi…
Lumentum (LITE) supplies lasers and photonic modules that have become critical to AI data center scale-out. The shares have ripped in 2026 but fundamentals show meaningful revenue acceleration and tight supply dynamics. This trade outlines a position (46-180 trading days) to capture further multiple expansion and order-flow-driven upside while ackn…
IonQ has ripped higher on heavy volume, clearing near-term moving averages and signaling a momentum breakout. With institutional flows into quantum names and a recent government funding tailwind, the chart favors a buy-on-strength approach. This trade idea outlines an entry at $63.50, a stop at $55.00, and a $85.00 target aligned with the 52-week h…
Domino's Pizza UK has structural advantages in delivery, a digital-first model and a compact store fleet that can scale profitably. I recommend a tactical long over the next 45 trading days to capture a rerating as same-store sales momentum and margin leverage flow through. Entry $6.50, target $9.50, stop $5.25.
Nvidia just reported record revenue and raised guidance, yet the stock is trading lower in a classic 'sell the news' reaction. The company's scale in AI data centers, $119B of free cash flow last reported, and an $80B buyback program make a mid-term long trade attractive from current levels. Entry at $215.25, stop at $195.00, target $260.00 over a …
<p>Apple is trading near its 52-week high at $308.81 and the market is clearly rewarding execution: strong free cash flow, eye-popping returns on capital and continued demand for hardware and services. Valuation is rich - price-to-earnings of 37 and P/FCF of ~35 - which implies the stock needs continued operational wins. This trade idea sizes a tac…
Coherent has quietly shifted from a cyclical industrial-laser company toward a strategic AI-infrastructure supplier via optical interconnects and photonics that hyperscalers prize. The market cap of ~$73.8B already prices some of that, but multiples still look stretched vs fundamentals. We present a long trade idea that balances upside from re-rati…
Nvidia reported another blowout quarter and raised guidance, but the stock sold off on already sky-high expectations. With a market cap near $5.3T, trailing PE ~32.7, and an implied forward PEG around 0.57x, the risk/reward looks favorable for a disciplined mid-term long. Key drivers: record data-center demand, $80B buyback, and an upgraded dividen…
On May 23 in Madrid, large crowds joined a March for Dignity calling for the resignation of Spanish Prime Minister Pedro Sanchez. While much of the demonstration remained peaceful, a small group attempted to breach security barriers around the Moncloa residence and police detained masked people on the main road approaching the palace. The protest f…
UBS has identified ASML Holding as its preferred buy amid equity markets sitting at all-time highs, arguing that several structural and operational factors make the Dutch lithography equipment maker an underappreciated opportunity. The bank raised its price target to c1,900 and highlights three core rationales - capacity remaining above demand, in…
Xanadu (XNDU) is a volatile, early-stage quantum player trading around $15 with a market cap near $656M. Recent sector tailwinds, DARPA funding and Aurora product updates justify a speculative long. Expect binary outcomes; trade with tight risk controls and a mid-term horizon.
