AI Valuation
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Markets Have Little to Fear From US Bankruptcies: 3-Minute MLIV
Youtube· 2025-10-20 10:45
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· 2025-08-14 16:40
Core Insights - Coherent Corp. (NYSE: COHR) has experienced a notable decline of 21% in its stock price despite reporting another quarter of double-beat results [1] - The stock is currently priced at $90, reflecting a 17% increase since the initial coverage a year ago and a 2% increase since February [1] Financial Performance - The company has consistently delivered strong financial results, indicated by the term "double-beat quarter," which suggests that it has exceeded both revenue and earnings expectations [1] Market Position - The current stock price movement indicates a disconnect between the company's strong performance and market perception, highlighting potential investment opportunities or market inefficiencies [1]