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Markets Have Little to Fear From US Bankruptcies: 3-Minute MLIV
Youtube· 2025-10-20 18:45
LET'S FIGURE OUT HOW THE TEAM FEELS ON A RISK-ON START TO THE WEEK. >> MAYBE IT'S A MONDAY THING, WE ARE LESS OPTIMISTIC ON FRIDAYS. THE START OF EARNINGS SEASON IS SOMETHING TO WATCH AND WITHIN THE U.S. GOVERNMENT SHUTDOWN, THERE WAS A STRONG SIGNAL FROM LOAN GROWTH BOUNCING.BANKS ARE WILLING TO LEND AND HOUSEHOLDS ARE CONFIDENT TO BORRW. -- BORROW. NOT UNDULY WORRIED ABOUT LOSSES, SO THE FED HAS DATA ON HOUSEHOLD INCOME RELATIVE TO DEBT, HEALTHY LEVELS.KRITI: SO EVERYTHING IS FINE. [LAUGHTER] >> BANKRUPT ...
Coherent Drops 21% On Shaken AI Valuation
Seeking Alpha· 2025-08-15 00:40
股价表现 - Coherent Corp (NYSE: COHR) 股价显著下跌21% 尽管季度业绩超预期 [1] - 当前股价为90美元 较一年前首次覆盖时上涨17% 较二月上涨2% [1] 公司业绩 - 季度业绩实现双超预期(营收和盈利均超市场预期) [1] 分析师背景 - 分析师拥有优秀金融学术背景及超过五年咨询与审计行业经验 [1] - 专业经历包括估值职位 FP&A和控制职位以及金融写作 [1] - 分析方法以价值为导向 但认为估值主要提示长期机会或风险而非中短期择时指标 [1]