Core Viewpoint - FedEx reported strong fiscal Q4 results but saw its stock decline by 3%, impacting UPS shares as well [1][2] FedEx Q4 Results - FedEx's Q4 earnings increased by 12% to $6.07 per share, exceeding EPS estimates of $5.93 [3] - Q4 sales reached $22.22 billion, surpassing estimates of $21.73 billion and slightly up from $22.1 billion in the same quarter last year [3] - FedEx has missed the Zacks EPS Consensus in two of the last four quarters, with an average EPS surprise of -5.53% [4] UPS Q2 Expectations - UPS's Q2 sales are projected to decline by 4% to $20.84 billion compared to $21.82 billion a year ago [5] - Expected Q2 EPS for UPS is forecasted to fall by 12% to $1.57 from $1.79 in the prior year quarter [5] - UPS has exceeded earnings expectations in three of its last four quarterly reports, with an average EPS surprise of 2.42% [6] Performance & Valuation Comparison - Both FedEx and UPS stocks are down 20% this year, but FedEx has a total return of +86% over the last five years, outperforming UPS's +11% [7] - FedEx and UPS have lower P/E valuations at 11.7X and 14.2X forward earnings, respectively, compared to the S&P 500's 23.5X [8] Dividend Comparison - UPS currently offers a higher annual dividend yield of 6.52%, compared to FedEx's 2.41% and the S&P 500's average of 1.22% [10] Bottom Line - FedEx and UPS are considered appealing buy-the-dip targets in terms of value, with FedEx potentially being the better long-term pick despite UPS's attractive dividend [11]

Ceasefire & Diplomacy - US brokered a ceasefire between Israel and Iran after a 12-day conflict, aiming to prevent an "endless war" [2][3] - The administration is hopeful for a comprehensive peace agreement with Iran, citing ongoing conversations and multiple interlocutors [4][5] - Expansion of the Abraham Accords is a key objective, with potential for "big announcements" regarding new countries joining [7] Nuclear Program & Red Lines - Preventing Iran from nuclear enrichment and weaponization remains a firm red line [8] - US intelligence agencies (CIA) and allies (Israel, IEA) contradict claims of minimal damage to Iran's nuclear program from previous strikes [10] - US military action, including bunker buster bombs and Tomahawk missiles, has reportedly eradicated much of Iran's enrichment potential and conversion facilities [11][12] - The focus is shifting towards rebuilding a non-enrichable civil nuclear program for Iran, similar to the UAE model [13] Regional Impact - A comprehensive peace agreement is expected to bring a "renaissance" for the GCC, Iran, and the entire region [6] - Preventing Iranian weaponization is crucial to avoid regional destabilization and nuclear proliferation [9]

I'd like to get your reaction from what we got over the weekend from Donald Trump air strikes over Iran. I would like to get an idea if you have an appraisal of how imminent the threat from the Iranian nuclear program was. Was it was the American action in violation of international law as a matter of a consequence.Well, the international law says, you know, gives you good to reasons where you can use force. One is self-defense and the other one is by the mandate of the Security Council. So those who use fo ...

Joumanna, these findings then clashing with President Trump's assessments of the attacks. That's right. President Trump had claimed that they had totally obliterated some of those nuclear sites that they hid out over the weekend.But this latest report put out by the Pentagon itself, the Defense Intelligence Agency, suggesting that the blows didn't actually manage to administer the fatal blow that Trump had characterized. Instead saying that at most it had set back the nuclear program by as much as six month ...

Paul, thanks so much for your time today. We've got a lot to unpack here, but I want to start with this idea of the cease fire. President Trump hailing a cease fire saying the 12 day war, as he's calling it, is over.But obviously Iran's foreign minister countering that. When can we have confidence that a cease fire has been achieved. What what would you want to hear.Well, we can have confidence when we get official announcements from both the government of Iran and the government of Israel. Foreign Minister ...

Britain was not involved in these strikes, just as Britain was not involved in Israel's operations. But Britain has long had concerns about Iran's nuclear program. Iran can never have a nuclear weapon.The United States has now taken action to alleviate that threat. I can confirm to the house that a Royal Air Force A400 has flown in to Tel Aviv and taken 63 British nationals in their dependence to Cyprus from where they will be brought home this evening. Further flights will follow in the coming days, securi ...

So how are European powers responding to the US airstrikes. How much unity is there amongst EU leaders at this point. Yeah. Yeah.So listen, Tom, over the last week we've heard a lot from European leaders and generally speaking, this sort of message has been in the message over the last 24 hours is de-escalate diplomacy has got to be the way forward. This is not going to end through military action. This needs to end basically through diplomacy.You know, we had that sort of message made in very different way ...

Group 1 - The DRG/DIP sector is experiencing a rise, with stocks such as Saili Medical (603716) hitting the daily limit up [1] - Other companies like Chuangying Huikang (300451), Dian Diagnostics (300244), Sichuang Medical (300078), Guoxin Health (000503), and Jiuyuan Yinhai (002777) are also seeing significant increases [1] - There is an influx of dark pool funds into these stocks, indicating strong investor interest [1]

Well, as you noted, it's a waiting game. The Israelis aren't waiting, nor the Iranians. The exchange of fire, Israeli air strikes and Iranian missiles continues, arguably.However, the Iranian attacks do appear to be tapering off, according to an interview. In an interview he gave yesterday, the Israeli Prime minister, Benjamin Netanyahu, attributed this to Israel's shift, a shift by the Israeli military to targeting launch systems for those missiles. He argued that the launchers are actually more important ...

Core Viewpoint - Apple's stock price has entered a bear market, down 25% despite broader market gains, raising concerns among investors about tariffs, slowing revenue growth, and antitrust lawsuits impacting future earnings [1][2]. Group 1: iPhone Sales and Hardware Innovations - iPhone sales remain strong, generating over $100 billion in revenue in the last six months, making it the world's most popular smartphone by revenue [4]. - Sales have stagnated in recent years, with longer upgrade cycles leading consumers to wait more years before purchasing new devices, posing a significant challenge to revenue growth [5]. - Apple's Vision Pro virtual reality headset, launched at $3,500, has underperformed with unit sales estimated at less than 1 million, indicating ongoing reliance on iPhone sales for revenue growth [6][7]. Group 2: Services Revenue and Antitrust Issues - Apple's services segment, including App Store revenue and first-party apps, has grown from $13 billion in 2012 to $102 billion in the last 12 months, with high profit margins [8]. - The App Store's monopoly has been challenged by a court ruling allowing developers to use cheaper payment methods, potentially reducing App Store revenue by at least $10 billion annually [10]. - An antitrust case regarding Google's payment to be the default search engine on Apple devices could impact over $20 billion in annual profit, threatening the services division, which has been a key growth area [11][12]. Group 3: Valuation and Market Risks - Despite a decline in stock price, Apple's price-to-earnings (P/E) ratio is about 30.5, higher than many faster-growing tech peers, indicating it is not cheap [14]. - Apple's net income has not grown since 2022, making it one of the slowest-growing stocks with a high P/E ratio, which is a concerning combination for investors [15]. - The ongoing trade war between the U.S. and China poses tariff risks, as Apple relies heavily on Chinese assembly for its devices, complicating potential cost structures [16][17].