Stock Movers Remy Cointreau Dips, Airbus Up, Infineon Gains
Jun 4, 2025
Remy Cointreau faces challenges, withdrawing its long-term sales guidance due to tariff issues and a shaky recovery in the US market. Meanwhile, China is poised to place a massive order for Airbus aircraft, potentially boosting stock prices and strengthening ties with Europe. European chipmakers are also experiencing a rally following signs of increasing demand from ON Semiconductor, hinting at a broader recovery in the tech sector.
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Remy Cointreau Faces Challenges
- Remy Cointreau withdrew its medium-term sales guidance due to geopolitical tariffs and lack of US market recovery.
- The stock had already dropped 45% over the past year, pricing in these difficulties.
Joe's Gin Website Age Check
- Joe Easton shares a personal anecdote about Botanist Gin, a popular brand by Remy Cointreau.
- He recalls having to input his birthdate to access the brand’s website, highlighting age restrictions.
Potential Big Airbus Deal with China
- China may order around 300 Airbus aircraft, including narrow-body and wide-body jets, marking a major deal.
- This deal could boost Airbus stock, which has outperformed Boeing amid ongoing US-China geopolitical tensions.