Dan Ives, senior equity research analyst at Wedbush Securities, says auto tariffs unveiled by President Donald Trump would be a "gut punch" to Detroit as he examines the potential impact on General Motors, Ford, and Stellantis, as well as Tesla.
Nubank's core financial services segment is performing well, as revenues and margins continue to grow off the back of efficient user acquisition and deepening monetization. NU's potential to evolve into a super app by leveraging its brand in new markets like e-commerce, travel, and cellular services, could drive higher growth for the long term. The company's valuation is compelling, with forward multiples suggesting significant upside potential, making it an attractive investment opportunity.
Paul Watters, head of European credit research at S&P Global Ratings, unpacks the outlook for European credit.
GPN strategically forms high-impact partnerships and invests in technology advancements.
OPEC+ supply cuts and new Iran sanctions signal tightening crude markets. Is this the catalyst for further gains in oil futures?
DiDi's Q4 results showed strong growth in both domestic and international segments, with a significant increase in platform sales and improved monetization rates. Despite a 10% stock decline post-Q4 results, DiDi's stock remains undervalued with a 12% upside, justifying my maintained "buy" rating. DiDi's balance sheet is robust, with RMB 53.6 billion in cash and a new $2 billion share repurchase program announced.
S&P Global's strong fundamentals and wide moats suggest continued EPS growth, benefiting shareholders through buybacks, dividends, and stock price appreciation. Valuation is a concern. Waiting for dips could increase the margin of safety, but patient investors can still expect attractive returns. S&P Global's diverse segments, including Ratings, Market Intelligence, and Indices, show robust growth, driven by trends like passive investing and data analytics.
Companies took advantage of a stable supply of credit and lower interest rates to refinance their debt in 2024, pushing the maturity wall forward. Asset-linked fees in the Indices segment could decrease if the equity markets keep falling. The U.S. debt structure might help S&P Global to mitigate the effects of lower maturities from corporate debt.
Rahul Kapoor of S&P Global Commodity Insights says shipyards in Japan and Korea have limited available shipbuilding capacity, and that removing Chinese made vessels will create a 'two-tier market', with Chinese ships freight rates being discounted.
Oil futures rally as fresh Iran sanctions and OPEC+ cuts tighten global supply. Technical levels suggest more upside for crude oil prices.
It's been a bumpy ride for transportation and logistics company FedEx. For decades, the shipper has been a bellwether of global commerce, its earnings serving as a barometer for supply chain health and business confidence.
Liberty Global Ltd (LBTYA) reported earnings 30 days ago. What's next for the stock?