[Q2 Earnings Preview] Microsoft Flying High on Tailwinds from Azure Surge, AI Leap & Gaming Boost
Microsoft's Q2 shows a 21% YoY rise in Azure revenue, 37% upside in gaming, and a 9% EPS increase. Revenue is set to grow 14.5% YoY, driven by AI...
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Energy Cable: More pain to come in copper, while Nat Gas is a long trade?
Take aways: China will flood markets with copper supplyCopper har decoupled from macro fundamentals according to our PCA toolIt’s a tuck or war...
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SYM: Symbolic Overvaluation, Sell
We believe the market has put too much value on SYM's relationship with Wal-Mart (WMT) even though WMT is using SYM's competitor and in-house...
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VRA: Snapping the Store: New Day Arrives; Reiterate Buy Rating, $10 PT
We are reiterating our Buy rating, $10 price target and projections for Vera Bradley after visiting Long Island and Connecticut Vera Bradley...
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The Week At Glance: A look at US Cycle indicators. You sure consensus is right?
Welcome to the “Week at a Glance,” where we examine the key releases and themes for the week ahead through the lens of macro trading. China has...
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