NKD Advisory LLC

After nine weeks of decline, US mortgage rates are on the rise again. What does this mean for homebuyers and the housing market? Read more: https://lnkd.in/egBXXQhm #NKDAdvisory #RealEstate #MortgageRates #HomeBuying #HousingMarket #Finance

UnitedHealth’s Optum Rx is making prescription renewals easier by easing requirements, ensuring better access to essential medications. ✅ A step forward in improving healthcare convenience and patient care. Read more: https://lnkd.in/egBXXQhm #NKDAdvisory #Healthcare #Pharmacy #OptumRx #UnitedHealth #PatientCare

Samsung is ramping up efforts to reclaim its position in the AI memory market as the battle for HBM dominance intensifies. ⚡With competition heating up, who will lead the next wave of AI-driven innovation? Read more: https://lnkd.in/egBXXQhm #NKDAdvisory #Samsung #AI #MemoryMarket #HBM #TechInnovation

Oil industry leaders met with President Trump to discuss the future of American energy. While grateful for his pro-oil stance, concerns over tariffs, crude prices, and economic stability remain. How will these policies impact the industry? Read more: https://lnkd.in/egBXXQhm #NKDAdvisory #OilIndustry #EnergyPolicy #USOil #EconomicGrowth #TradeWar #CrudePrices

Nvidia CEO envisions a future where 1 million GPU-powered data centers reshape the digital landscape—so massive, they’ll be visible from space! The AI and computing revolution is just getting started. Read more: https://lnkd.in/egBXXQhm  #NKDAdvisory #Nvidia #AI #DataCenters #Technology #Innovation

📉 Walmart Stock Drops on Weak 2025 Outlook, But Wall Street Stays Bullish 📊 Walmart ($WMT) shares fell 6.23%, marking their worst day in over a year, after issuing lower-than-expected 2025 profit guidance. Despite strong market share gains, concerns over tariffs and consumer spending hit sentiment. 🔹 EPS forecast: $2.50-$2.60 (below analysts’ $2.76) 🔹 Valuation concern: 37x forward earnings vs. S&P 500’s 22x Analysts remain optimistic: 📌 Citi: Buy, $120 PT – “Gaining market share, strong growth in fulfillment & ads.” 📌 Jefferies: Buy, $120 PT – “Still the value leader with strong private label gains.” 📌 JPMorgan: Overweight, $112 PT – “Sell-off overdone, margins still in Walmart’s control.” While near-term headwinds persist, Walmart’s diversified revenue streams could drive long-term margin expansion. 🔗 Read more: https://lnkd.in/egBXXQhm #Walmart #StockMarket #Investing #Retail #WallStreet #Finance #Earnings #MarketTrends

💰 HBM Eyes $1.7B Exit for Swixx Biopharma 🚀 Swiss healthcare investment firm HBM Healthcare Investments AG is exploring a potential sale of Swixx Biopharma SA, valuing the company at $1.7 billion. The firm is working with Jefferies Financial Group & Centerview Partners to assess interest. 📌 Key Highlights: 🔹 Potential sale, IPO, or extended hold on the table 🔹 Swixx operates in 44 countries, generating €900M in 2023 sales 🔹 Part of a broader European dealmaking revival as firms streamline portfolios If successful, this would mark a major healthcare exit for HBM, reinforcing investor interest in pharma distribution. Would this deal reshape the sector? 🤔 🔗 Read more: https://lnkd.in/egBXXQhm #NKDAdvisory #HealthcareInvesting #Biopharma #MergersAndAcquisitions #PrivateEquity #Investment #Finance #Swixx #HBM

📈 U.S. Equity Funds See Inflows as Inflation Eases & Earnings Beat Expectations 📊 Investor confidence is rising! U.S. equity funds gained $1.59B in net inflows—the first weekly increase in three weeks—driven by easing inflation concerns and strong corporate earnings. 💰📈 🔹 Multi-cap funds led with $1.66B in inflows, the highest since November. 🔹 Large-cap funds gained $877M, while small- and mid-cap funds saw outflows. 🔹 Sector funds struggled, with consumer discretionary (-$792M) & healthcare (-$593M) hit hardest. Meanwhile, bond funds extended their 7-week inflow streak, and money market funds saw $14.11B in outflows, signaling a shift toward risk assets. 🚀 📖 Read more: https://lnkd.in/egBXXQhm #NKDAdvisory #Investing #Stocks #Inflation #StockMarket #Finance #Economy #Earnings #Markets

🚨 Tesla Recalls 375,000+ Vehicles Over Power Steering Issue 🚨 Tesla has issued a recall for over 375,000 Model 3 and Model Y vehicles due to a power steering issue in 2023 models. While no accidents have been reported, the flaw can increase steering effort at low speeds, raising safety concerns. Thankfully, Tesla has rolled out a free software update to address the problem. Owners will receive official recall notices starting March 25. Stay informed! 🔗 [Full details here]: https://lnkd.in/egBXXQhm #NKDAdvisory #Tesla #Automotive #EV #ElectricVehicles #Safety #Recalls #Technology #Innovation

🚗 U.S. Auto Sales Climb, but Dealer Profits Take a Hit New vehicle sales are expected to rise 8.1% in February, reaching 1.01M units. But despite higher sales, dealer profits per vehicle are down 11.8% as inventories climb and automakers boost discounts. 💡 Key Trends: ✅ Affordability concerns persist, with avg. new vehicle price at $44,619 ✅ Incentive spending surges 22.8% to attract buyers ✅ Fleet sales push total volume to 1.24M (+3.5% YoY) With EV tax credits, fuel economy rules, and tariffs on the horizon, will auto demand stay strong? 🔗 Read more: https://lnkd.in/egBXXQhm #NKDAdvisory #AutoIndustry #CarSales #Dealerships #EVs #AutomotiveTrends #ConsumerSpending #Economy #BusinessNews