UK August CBI trends total orders -33 vs -28 expected

8 months ago 33

CARS, MATW, CTS face sales declines & falling EPS. CARS trades at 3.5x EV/EBITDA, MATW at 15.4x, CTS at 17.3x P/E. Avoid these small-caps.

Goldman Sachs sees momentum stocks' 13% drop as a dip-buy opp. 80% rebound chance, but watch AI earnings!

QCOM's 16.6% revenue growth & 51.2% ROC impress; DAY's growth slows, SJM's margins shrink. Traders eye QCOM's 13.3x P/E.

e.l.f. Beauty (ELF) surges 47.6% rev growth, 48.6% EPS growth; BF.B lags, FRPT burns cash. ELF trades at 30.8x P/E.

BTC's 180-day call-put skew hits -0.42, signaling bearish sentiment ahead of Powell's speech. Traders de-risk.

MRVL surges 21.6% Rev Growth, 31.9% forecast! WK boasts 19% Rev Growth & 76.8% gross margin. SEM faces declining admissions & revenue.

Powell faces pressure to cut rates amid mixed data. Investors bet 88% on a Sept. cut, but inflation fears loom.

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