#usa #investment - Can Market Rally Continue? Cameron Dawson's Market Watch List: Schwab Network

22 October 2025

Cameron Dawson says U.S. equities continue in melt-up mode, as earnings are coming in better-than-expected. When discussing current valuations, she says the "conditions" not the "level" is what matters most. Cameron says valuations could "levitate to nose-bleed levels" if earnings continue to beat and markets continue to surge. However, she does caution investors on some frothy signs of sentiment starting to bubble up, pointing to put/call activity in the options market.

Cameron says the bond market might be pricing in a more "dire growth outlook."

AI-Powered Stock Picking

danelfin - smart investing made easy

#markets #equities #equity

#news #europe - Trump & Xi Meeting Might Not Happen & Doubts Over Trump-Putin Talks | Daybreak Europe 10/22/2025: Bloomberg Television

22 October 2025

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, the gold rout eases after suffering its biggest intraday drop in more than 12 years. Donald Trump says his meeting with Chinese President Xi Jinping may not happen, as the trade deal deadline approaches. The US President also casting doubt on a second meeting with Vladimir Putin. UniCredit reports third quarter profit and revenue that beat analyst estimates, giving a boost to CEO Andrea Orcel after his unsuccessful bid for Banco BPM. L'Oréal shares in New York dropped after sales disappointed, as US weakness outweighed signs of improvement in China. Netflix says a tax dispute with Brazil cut into third-quarter earnings, marring results that otherwise fell in line with Wall Street estimates. Today's guest: Tommy Stadlen, Co-Founder & General Partner at Giant Ventures.

#ai #usa #investment - Iuorio: A.I. "Bubble" Can Last for Years, Brace for 30% Slide in 15 Months: Schwab Network

22 October 2025

Jim Iuorio returns to Schwab Network and highlights how the FOMC is pushing back on quantitative tightening amid fears of a weakening labor market. He takes investors through what it means for future rate cuts and the markets as a whole. Jim later discusses his take on what he calls the early stages of an A.I. "bubble," but he's in the camp that the bubble can expand for years before popping. However, he warns that there could be a 30% pullback in the biggest A.I. names before then

AI-Powered Stock Picking

danelfin - smart investing made easy

#ai #fomc #volatility

#Spain #Investment - eDreams ODIGEO S.A. (EDR.MC) ...... analysis gracias Company Data View

21 October 2025

eDreams ODIGEO S.A. (EDR.MC)

eDreams ODIGEO (eDO) presenta unos resultados espectaculares para el primer trimestre de 2026, superando los 7.5 millones de suscriptores Prime. Su beneficio neto se dispara a 13,6 millones de euros, pero... ¿está la acción barata a este precio? ¿Es momento de comprar, vender o mantener?

eDreams is an online travel agency based in Barcelona, Spain, that offers deals on regular and charter flights, low-cost airlines, hotels, car rentals, dynamic packages, holiday packages and travel insurance.

Source: Wikipedia