Opinion: Trump Tariffs Have Yet to Be Properly Priced In, Capitulation Moment Approaching
Odaily Planet Daily reports that Corpay strategist Karl Schamotta stated that a series of tariff announcements could reignite market concerns. "Trump's protectionist agenda has yet to be properly reflected in the foreign exchange market, asset prices, or volatility indicators. At some point in the near future, this will become quite apparent. The moment of reckoning is approaching, whether in the financial markets or at the White House." (Jin10)
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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Super Micro Computer has released its preliminary Q1 results for the 2027 fiscal year, projecting revenue between $18.5 billions and $19.5 billions, significantly exceeding the previous guidance of $14.0 billions to $15.5 billions and analyst consensus of $15.23 billions—an increase of approximately 27%. Gross margin is preliminarily expected to be between 12.0% and 12.5%, also higher than earlier guidance. Following the announcement, the company's share price surged 11% in after-hours trading. The company will hold its full quarterly earnings call on November 3, and final figures may be subject to adjustment.
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