ACE Analysis Tuesday ACE BP FRES KLR 4 Aug 26: 19 Report BP CPI CTEC CCEP DOM FRES FTC HSBA KETL KLR PIN SBRE SN XPP: RNS FRES KLR SYNT MCON TRB DOM SBRE CCEP SN. BAG XAR CTEC VUL TUNE IAD PPH PAGE HSBA DCC HLMA FAN IIG SHI FTC CPI CLI KETL ROR TPK CGEO BP XPP WVIA.
We pick up from a bullish US trading session that saw the AI trade back in force, with some fairly extraordinary moves among the heavyweights. Microsoft is now up roughly 25% from the levels around its earnings last week (a historic post-earnings surge driven by accelerating Azure growth at 43% and strong Copilot metrics). Palantir also repeated the pattern of … Read More