In this situation.Lending freezes. Banks collapse. Millions of jobs are lost. Homes are foreclosed on.The United States economy crashes. Asset prices tank.So:a) This can't happenb) The case for BTC shoots from 0 to 1, as it'd be the only money aroundThanks for playing. https://t.co/oL5UYsyLdz ...

I mean speaking of rates, you've been for last year or so at least higher for longer camp and Fed for the better part of the year has been on hold. So that's been right. What do you think happens next. Well, you know, the trajectory here, you know, you're asking what happens next.You're talking about in 2025. You think we'll get a few cuts. I I think there's I think there's a reasonable chance we get a cut or two.Um but not certain. And you know I think the market is absorbing the trade policy but on the ca ...

July 16, 2025 06:02 AM GMT ASML Holding NV | Europe 2026 Uncertainty Offsets strong OB * = GAAP or approximated based on GAAP Key Takeaways What was said. Q2 order book ahead of expectations at €5.5bn (vs €4.5bn) consensus of which €2.3bn is EUV. The company has adjusted full year 2025 guide to "around 15% growth relative to 2024" which aligns with their previous midpoint of €32.5bn. Within these growth expectations – ASML forecast the EUV business to grow 30%, IBM to grow 20% and DUV to be about the same a ...

Core Insights - Ross Stores, Inc. operates a chain of off-price retail apparel and home accessories stores, utilizing a successful business model that appeals to cost-conscious consumers [1] - The company is facing significant macroeconomic and geopolitical challenges, including tariff pressures and persistent inflation, which are impacting its cost structure and visibility into future performance [2][4] Financial Performance and Guidance - Management has withdrawn fiscal 2025 sales and earnings guidance due to uncertainties related to tariffs and macroeconomic conditions, leading to a more cautious outlook for the second quarter [3][10] - The Zacks Consensus Estimate for fiscal 2025 EPS indicates a year-over-year decline of 1.4%, while fiscal 2026 EPS is expected to grow by 9% [10] Market Position and Valuation - Ross Stores' shares have decreased by 15.7% year to date, contrasting with the industry's growth of 2.3% [8] - The company trades at a forward price-to-earnings ratio of 19.66X, significantly lower than the industry average of 31.86X [9] Merchandise Sourcing and Cost Pressures - More than half of Ross Stores' merchandise is sourced from China, making the company vulnerable to rising tariff-related costs [4][10] - Although the company is implementing mitigation strategies such as supply-chain diversification and vendor negotiations, these may not fully alleviate the financial pressures [5]

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