Aug. 20 at 7:33 AM
$WBD $KMI $DB $AMX $NU Warner Bros. Discovery remains focused on streaming and media monetization, Kinder Morgan benefits from natural-gas infrastructure demand, Deutsche Bank benefits from European banking and capital-markets activity, América Móvil benefits from telecom subscriber growth, and Nu benefits from Latin American digital-banking adoption. I'm watching streaming engagement, gas volumes, loan growth, subscribers, and customer growth.