Is not what you think – “History shows that assuming ‘normal’ economic growth of around 2.5% into the medium term is very risky –in fact 74% of years have seen growth over 3% pa (on a rolling 10yr basis).“
With a new AI model release putting Meta back on the map – attention will turn to earnings.
ODP is predicting Ad revenue for Q1 2026 of $55.329bn (+33.7%) – 2% ahead of consensus
ODP Q2 estimates are showing a meaningful difference to consensus.
The Iran war has had an impact in March, especially in ROW – ODP have daily data with a 12 hr lag. AI is helping improve product performance.
To access all the data, ODP is offering qualifying Snippet readers an exclusive, extended five-week free trial of their live data. Hit reply or email us at Yuri@snippet.finance to get set up with a free trial (see disclaimer).
This seems like a very important breakthrough in Chinese EVs from BYD.
“When the new Flash charger is plugged into a vehicle equipped with the new Blade 2.0 battery, it takes only five minutes to charge from 10-70% and about 9 minutes to reach 97%.“
“The stock of unrealized assets has grown to roughly 32,000 companies representing a stunning $3.8 trillion in value. For buyout funds, holding periods at exit are hovering around seven years, up from an average of five to six years from 2010 to 2021. Almost 40% of all companies are now held for more than five years, up from 29% in 2019.“
“Today, nearly 40 percent of the world’s leading scientists, or those in the top 200,000 globally by citations, are based in the United States; no other country has more than 10 percent. Half of the scientific Nobel Prize winners over the past decade call America home.“
“Between 1940 and 2020, approximately 27 percent of United States–based Nobel Prizes in science went to winners born outside the United States.“
“The move from bank-intermediated, single-bond trading to an increasingly electronic and multifaceted structure with several intermediaries and the rise of portfolio trading has injected liquidity into what was traditionally an illiquid market dominated by buy-and-hold investors …
Consistent with these developments, bid-ask spreads, a commonly used measure of market liquidity, have narrowed substantially over time, declining from an average (median) of 77 (81) basis points of par value at the beginning of 2013 to 33 (30) basis points at the end of 2025.
Hyperscaler capex in 2030 could be 15% of historic gross issuances (2020-2025).
“In the conservative base case, where 29% of capex is funded through bond markets (equivalent to the average bond issuance as a share of capex from 2020-2025), these nine firms alone – out of 9 235 firms issuing bonds globally in 2025 – would issue the equivalent to an average of 9% of historical global gross issuance from 2026-2030. If half of capex was to be financed through bond markets, in 2030 it would be equivalent to 15% of historical gross issuance. It bears noting that the historical average used includes 2020 and 2021, both record years for corporate debt issuance.”
A deep analysis of the current record concentration in the S&P 500 and what it means.
“However, it’s helpful to consider what it would take for the weight of the ten largest companies in the S&P 500® to return to the pre-2020 average of 20.8%. In one such scenario, if the largest stocks were to remain flat, the rest of the index would need to return more than 160%. Given the scale required for full reversion, it seems likely that markets could remain highly concentrated for some time.“
