18 June 2025 | 10:22PM CEST Big Oils 2Q25 preview: Looking for differentiated growth, cash returns and resilience in an uncertain macro With 2Q coming to an end, we publish our early take on the European Oils' 2Q25 earnings. In an uncertain macro environment, we look for idiosyncratic growth stories (Galp and Repsol, see our Top projects analysis), resilient and superior cash returns (Shell), and asset monetization optionality (Eni and Galp). We remain well below consensus on 2026 earnings and maintain a ca ...

Let's talk about another economic side of the story and that is risk that is insurance because insurers everywhere are no doubt trying to figure out how to price in risk that exists and risk that may exist or may not in 3 6 12 months. Contessa Bur covers insurers here for us at CNBC and joins us now with this side of the story. So, Brian Morgan, what I heard from the head of aviation and marine for Lloyd's Market Association told me that ships already are notifying their insurers of their planned transit th ...

I don't know what you think the probability is of Iran actually doing what they threatened to many times before and never have done choking off the strait entirely. But do they have potentially just as disruptive secondary options available to them. When we think about all of the energy infrastructure in this region.Great. Yeah, no, thank you. It's great to be with you.I think Iran will be very cautious and careful about attempting to fully disrupt the 18 to 20 million barrels a day of oil, 20% of traded LN ...

We have the latest reaction from Washington DC and around the world to the US strikes in Iran and continued geopolitical turmoil in the Middle East. ...

Investors looking for attractive dividends can always find something of interest in turnaround stories. There are, however, high-risk turnarounds and low-risk turnarounds. Medical Properties Trust (MPW 0.45%) is a high-risk story, while Prologis (PLD 0.57%) and Rexford Industrial (REXR -0.41%) are both of the low-risk variety. That's why Medical Properties Trust is probably best avoided and both Prologis and Rexford deserve a deep dive.What happened to Medical Properties Trust's dividend?Medical Properties ...

It seems as if the message coming at the moment is you order a bunch of Boeing airplanes, you are going to get a better trade deal. Where's the muscle in Europe. Where's the political backing that you need to be able to compete with what is happening with Boeing and the presidents of the United States.Right. We like the the power of our products. Yeah.At Airbus, we are passionate about techniques, about supporting uh what our customers need with the right uh the product, the right customer support as well. ...

A macroeconomic factor is an economic, environmental, or geopolitical event that broadly affects a regional or national economy. https://t.co/yhPnyaMG9y ...

Core Viewpoint - Digital Turbine's stock experienced significant sell-offs following a post-earnings rally, closing down 14.6% amid broader market declines [1][2][4] Group 1: Stock Performance - The stock was initially up 1.8% during trading but turned bearish as investors took profits and reacted to risk factors [4] - The share price surged earlier in the week after the company reported better-than-expected quarterly results and forward guidance [4][6] Group 2: Market Dynamics - The sell-off was influenced by new restrictions on technology exports and concerns over escalating geopolitical tensions, particularly between Israel and Iran [2][5] - The Trump administration's potential strengthening of export restrictions on companies like Samsung and TSMC added to the bearish sentiment [5] Group 3: Financial Guidance - For the current fiscal year, Digital Turbine projects revenue between $515 million and $525 million, indicating an annual growth of approximately 6% at the midpoint [6] - Non-GAAP EBITDA is expected to be between $85 million and $90 million, representing a growth of 21% at the midpoint of the guidance range [6] Group 4: Geopolitical Risks - The company's reliance on business in China exposes it to substantial risks due to rising geopolitical tensions, despite not being a hardware company [7]

are finding ways to mitigate some of the impact on consumers. >> Let's get reaction from our guest, Charles Schwab senior investment strategist Kevin Gordon. Kevin, good to have you here.So you heard Daly saying things look good. Now, you've also talked in the past about the impact policy uncertainty is having on business confidence. How do you see that playing out in the markets for the rest of the summer.>> Yeah. Well, so far I mean the uncertainty has been more on the, you know, survey based side of thin ...

Well, coming into this week, investors were awaiting commentary from Fed Chair Pal and a potential decision from President Trump on whether to take military action in the Middle East. I want to bring in my contributor for the hour, Jeremy Schwarz, Wisdom Tree Global Chief Investment Officer. Jeremy, good to have you here in studio with us.You say geopolitics are taking center stage in 2025 when it comes to the markets. How does that play into the portfolio rotation that you're conducting right now. Yeah, yo ...