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25.06.26 - 00:00
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Micron Soars After Reporting Blowout Earnings, Boosts Guidance (ZeroHedge)
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Micron Soars After Reporting Blowout Earnings, Boosts Guidance
Step aside Nvidia: as we noted in our preview, with the world's most valuable company going nowhere in recent months, all attention has shifted to Micron, which has rapidly become one of the most important stocks in the world and certainly the most actively traded, surpassing both Nvidia and Tesla in recent days.
As such all eyes were on Micron's earnings today, and even with "sentiment at 11/10", according to UBS, the company still managed to blow away expectations for its Q3 earnings while delivering a sales forecast that topped Wall Street estimates after AI-fueled shortages of the components sent prices soaring.
Here is what it just reported for the just concluded May/Q3 fiscal quarter:
Starting with the bottom line...
Adjusted EPS $25.11, beating consensus of $20.49.
We then go to the top of the income statement:
Adjusted Revenue $$41.46BN, smashing all sellside estimates of $$35.69BN, and even well above th...
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15.06.26 - 22:30
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UBS′ Falconio Pushes Out Expectations for Fed Rate Cut (Bloomberg)
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UBS Head of Taxable Fixed Income Strategy Leslie Falconio says pressure on the Fed to hike rates is easing now that the US and Iran have reached a deal to reopen the Strait of Hormuz. She has now pushed out her call for a rate cut in 2027. (Source: Bloomberg)...
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04.06.26 - 15:21
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Ford May Sales Plunge -13.6%, But UBS Says 2026 Remains On Track (ZeroHedge)
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Ford May Sales Plunge -13.6%, But UBS Says 2026 Remains On Track
Ford reported U.S. sales of 190,828 units in May, down 13.6% year over year, bringing year-to-date sales to 826,810 units, down 11%. The declines were broad-based, reflecting ongoing weakness in EV demand and continued portfolio shifts away from certain lower-margin vehicles. EV sales fell nearly 44% during the month, while hybrid sales declined 16%.
Among key nameplates, Mustang Mach-E and F-150 Lightning both posted declines of roughly 45%, while Escape sales fell more than 80% as Ford continues to de-emphasize the model. Offsetting some of the weakness, Bronco, Explorer, Maverick, Transit and Heavy Trucks all delivered year-over-year growth.
The sales results generally appeared consistent with management commentary at the UBS Autos and Auto Tech Conference, where Ford indicated that industry demand trends in May unfolded largely as expected. Executives specifically noted that some of the volume declines associated with product...
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26.05.26 - 11:42
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Tech strength to lift Chinese firms′ overseas revenues to record high within 5 years: UBS (SCMP)
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The technological competitiveness of Chinese companies is set to accelerate their overseas expansion, especially in the power and carmaking sectors, with offshore contributions projected to reach a record high within five years, according to UBS.
Mainland-listed non-financial companies were estimated to derive 25 per cent of their revenue from offshore markets by 2030, which would be up from 18.7 per cent last year and mark the highest level since 2003, according to the Swiss bank.
The latest......
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