Liberty Global Ltd (LBTYA) reported earnings 30 days ago. What's next for the stock?
WTI crude surged from roughly $65/barrel in February 2026 to a peak of $98.48 on March 13, and Brent crossed $100/barrel for the first time in years as Iran conflict fears escalated.
Companies reveal refunds as well as maneuvers in Ireland and Malta in newly required filings.
Amazon (NASDAQ: AMZN | AMZN Price Prediction) continues to dominate financial headlines again, riding its cloud and AI narrative to a valuation that commands a premium most investors accept without question.
Global Payments remains significantly undervalued, with a DCF-based fair value estimate of $126 versus a current price of near $69. With some direct and indirect headwinds from the Persian Gulf conflict, I model 3% revenue growth for 2026, below management's 5% guidance. Capital returns are prioritized post-Worldpay acquisition, with an impressive $7.5B target for 2025–2027 and deleveraging to 3x net leverage by end-2027.
S&P Global is rated a soft buy, with valuation concerns tempering conviction despite strong long-term prospects. In an AI-driven world, SPGI's proprietary, real-time data is increasingly valuable for both training and operational applications. SPGI's integration of AI and proactive management, including strategic spin-offs, positions it well to capture new opportunities.
Cboe Global Markets has built proprietary products that can be utilized to protect investors in highly uncertain and volatile times. These products come in handy in times like this, where wars are causing high oil prices and supply chain disruptions and investor panic remains elevated. Cboe is for the most part insulated from these events, as it runs an asset-light firm that makes most of its money from licensing franchise assets and trading activities.
Defense stocks have been one of the most compelling stories in the market over the past year, and the iShares U.S.
LHX rides rising defense spending and global demand, boosting growth prospects, but geopolitical risks and labor shortages could weigh on near-term performance.
GN Store Nord A/S (GNNDY) Discusses Strategic Acquisition of GN Hearing and Transformation into Global Hearing Care Leader Transcript
OPENLANE, Inc. (OPLN) Presents at Bank of America Global Automotive Summit Transcript
The Unlimited HFGM Global Macro ETF seeks to emulate the Global Macro hedge fund sector with enhanced performance and volatility. The fund uses futures to reach 3X leverage and is heavily long equities and short the U.S. dollar. HFGM has outperformed the S&P 500 by 19 percentage points since April 2025, but with double the volatility and drawdown.