Gevorkyan announces continued acquisitions in Europe, which the company expects to have a positive effect of increasing revenues by EUR 12-14 million per year.
Amgen (AMGN): a hidden player in the GLP-1 sector with great potential
The GLP-1 weight loss drugs market is one of the fastest growing segments of the healthcare industry and could reach a value of $200 billion by 2031. So far, Eli Lilly (LLY) and Novo Nordisk (NVO) dominate the market, but their shares are trading at extremely high earnings multiples. Amgen $AMGN may become a... Read more
💻 DELL bets on the future of AI servers, raises dividend and announces record share buyback! 🚀 Dell Technologies$DELL released its fourth quarter fiscal year 2025 results last week and announced ambitious plans for further expansion in artificial intelligence. Although revenue missed Wall Street expectations , earnings per share beat consensus estimates, underscoring the... Read more
So it looks like Europe will increase defence spending in support of Ukraine and for its own security. Any tips on companies that may benefit from this? 🤔
🗓️Týdenní an overview of key events in the markets!
This week will bring important macro data, key earnings reports and key comments on monetary policy. Also important will be an announcement from Donald Trump, US employment data and a speech from Fed Chair Powell.
Monday 🛠 ISM Manufacturing PMI - the state of industrial activity in the US
🚗 Results before the markets:Continental... Read more
This week is going to be quite interesting in terms of results, and we'll see if the correction in the stock continues. I will be most interested in the results of $TGT, $CRWD and $AVGO.
Which companies' results will you be interested in? Do you think the correction will continue?
📺 Warner Bros. Discovery expands. Warner Bros. Discovery $WBD continues to aggressively expand its streaming business, adding 6.4 million subscribers to its core MAX platform in the fourth quarter of 2024. This brings the total number of subscribers to 116.9 million, and the company expects to reach 150 million by the end of 2026.
Gevorkyan announces continued acquisitions in Europe, which the company expects to have a positive effect of increasing revenues by EUR 12-14 million per year.
Dividend grows 17%: How is this company doing in the fast-growing semiconductor market?
Volatility returns: 3 stocks that can mute S&P 500 swings
Amgen (AMGN): a hidden player in the GLP-1 sector with great potential
The GLP-1 weight loss drugs market is one of the fastest growing segments of the healthcare industry and could reach a value of $200 billion by 2031. So far, Eli Lilly (LLY) and Novo Nordisk (NVO) dominate the market, but their shares are trading at extremely high earnings multiples. Amgen $AMGN may become a...
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I'd like to buy $LLY stock, but the valuation is too high right now.
💻 DELL bets on the future of AI servers, raises dividend and announces record share buyback! 🚀
Dell Technologies $DELL released its fourth quarter fiscal year 2025 results last week and announced ambitious plans for further expansion in artificial intelligence. Although revenue missed Wall Street expectations , earnings per share beat consensus estimates, underscoring the...
Read more
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The $DELL is quite undervalued right now and I'm starting to think about buying it as the outlook is very optimistic.
So it looks like Europe will increase defence spending in support of Ukraine and for its own security. Any tips on companies that may benefit from this? 🤔
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I'm more interested in $LMT now, which has fallen a lot and the price looks interesting.
Nvidia and Broadcom test Intel-made chips
Jefferies predicts up to 500% upside for these two stocks with a "Strong Buy" rating
🗓️Týdenní an overview of key events in the markets!
This week will bring important macro data, key earnings reports and key comments on monetary policy. Also important will be an announcement from Donald Trump, US employment data and a speech from Fed Chair Powell.
Monday
🛠 ISM Manufacturing PMI - the state of industrial activity in the US
🚗 Results before the markets: Continental ...
Read more
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Powell's speech on Friday will probably be interesting, but the $CRWD and $AVGO results will also be important.
Impact of the proposed US tariffs on the PC supply chain
According to analysts at Bank of America, the planned tariffs (10-25%) on PC and component imports may bring:
- Price increases for consumers and businesses
- Supply chain instability as manufacturers will seek alternative markets
- Long-term changes in production, possible relocation of production to other countries
The...
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In the end, these companies should not be affected so much.
This week is going to be quite interesting in terms of results, and we'll see if the correction in the stock continues. I will be most interested in the results of $TGT, $CRWD and $AVGO.
Which companies' results will you be interested in? Do you think the correction will continue?
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The most interesting results will be $AVGO, $COST and $TGT. As for the correction, it could continue for some time.
📺 Warner Bros. Discovery expands.
...Warner Bros. Discovery $WBD continues to aggressively expand its streaming business, adding 6.4 million subscribers to its core MAX platform in the fourth quarter of 2024. This brings the total number of subscribers to 116.9 million, and the company expects to reach 150 million by the end of 2026.
Read more
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I had the stock in my portfolio for a while, but it seems to me that the business hasn't changed much since then and the stock is stagnant.