Most of the big earnings reports yesterday, most importantly Microsoft’s, were just fine. In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance. In consumer discretionary, the leaders are travel and casino companies. Read More...
Most of the big earnings reports yesterday, most importantly Microsoft’s, were just fine. In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance. In consumer discretionary, the leaders are travel and casino companies.
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