“The Q2/24 earnings season kicks off May 23 with TD. Across the “Big 5″ , cash earnings are expected to be down ~4% y/y, with positive pre-tax pre-provision earnings growth more than offset by still elevated credit provisions . Our estimates contemplate slow loan growth but stable margins, some firming in Capital Markets/Wealth revenue, and sticky expenses not yet showing full benefits from last year’s restructuring charges.
“OpenAI demo shows the true power of virtual assistants that developers can tap into creating a plethora of apps … We expect AAPL to be a net beneficiary of AI at the edge . Maintain Buy … the demo highlighted how devices at the edge can benefit from AI. By combining voice, text and images seamlessly, the demo captured how AI can drive incredible amounts of productivity … Demo highlights the disruptive nature of AI.
“New tariffs on clean tech imports could have a detrimental impact on near-term growth, and thus climate benefits, but should serve as a demand accelerant for domestic-made products … We see the most acute risk for the US battery storage market. As it stands today, the majority of the battery storage supply chain is linked to China.
Belgique Dernières Nouvelles, Belgique Actualités
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