Retail Investors Are Having A Party

🚨 🚨 Retail investors piled into stocks as the end of the first quarter neared, snapping up $3.5 billion in equities this past week, according to JPMorgan

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Watch Oracle

🧠 🧠 Oracle has announced that it’s adding “more than 200” new AI features to its NetSuite software, promising higher productivity in finance and accounting, supply chain and operations, sales and marketing, and customer service tasks

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Citi: Buy The Next Leg Of The AI Trade

🚨 🚨 Citi analysts say investors should buy into “the next leg” of the artificial intelligence trade, which includes broadening beyond U.S. stocks and across the value chain

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SLB To Become A $3B Business

🚨 🚨 SLB, formerly known as Schlumberger, is investing nearly $400 million in Norway’s Aker Carbon Capture

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Brent May Go To $100

🚨 🚨 Analysts at JPMorgan Chase & Co. have laid out a scenario that sees Brent crude pushing triple digits by September, which would be the first time in two years. The catalyst is a decision by Moscow to cut production further in the coming quarter

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US 4Q GDP Beats

🚨 🚨 BREAKING: The final reading of US Q4 2023 GDP comes in at 3.4%, above expectations of 3.2%. This officially marks 6 consecutive quarters of positive GDP growth

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A Fast Food Play With 49% Upside

🌭 🌭 The fundamentals for this fast-casual restaurant remain strong and a recent pullback in the stock presents a buying opportunity for investors. Upside: 49%

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Watch Millicom

🚨 🚨 Millicom trades at the lowest multiple for Latin America telecoms, at 6.9 times operating free cash flow estimates, below the 8 multiple for Tim, 9.4 multiple for American Movil and 9.9 multiple for Vivo

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Global Funds Sell Japanese Bonds

🇯🇵 🇯🇵 Global investors unloaded a net ¥3.89 trillion ($25.7 billion) of Japanese debt last week, the most in more than a year

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Ray Dalio Warns About China

🇨🇳 🇨🇳 Ray Dalio warned that China should cut its debt and ease monetary policy or face “a lost decade.” He said that he agrees with Chinese President Xi Jinping’s warning of a 100-year period of unprecedented change and recommends the country take steps to manage its debt problem

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