Alfred Gray

• New: $NVDA has introduced NVLink Fusion, a new technology that allows its GPUs to be connected to third-party chips (e.g. CPUs from AMD, Intel or third-party accelerators).

• Strategy: This is a significant shift from a closed ecosystem, which:

• • Increases acceptability for enterprise customers and hyperscalers (AWS, Google Cloud, etc.).

  • Enables compatibility in heterogeneous data…

Philip Morris - shares on the rise thanks to move beyond conventional cigarettes

• Stock Growth: Philip Morris International $PM has gained +86% over the past 12 months, largely due to a strategic shift toward alternative nicotine products.

• Key growth drivers:

• • IQOS (heated tobacco) - growing rapidly in global markets.

  • Zyn (nicotine sachets) - becoming the market leader in oral…

• Tesla shares $TSLA are up nearly 25% for the week, approaching $290, even as the company's results and technology momentum lag.

• Reasons for the rise:

• • Market psychology: Investors, especially retail investors, believe the stock around $220 was "cheap enough" even though the P/E ratio is extremely high (~156).

  • Return of Musk: Ironically, the poor results are raising expectations…

Bitcoin at 7-week high thanks to Trump's easing of tariff stance

• Bitcoin $BTCUSD gained 3.1% to $93,000, the highest since early March.

• Investors were reassured by Trump's announcement of easing trade tariffs against China.

• The fact that Trump backed off from pressuring Fed chief Powell also triggered a positive reaction.

• The improving macroeconomic climate is supporting the…

Apple faces challenges with iPhone upgrades

-Lack of innovation: $AAPL is having trouble convincing consumers to upgrade iPhones because new innovations are not appearing.

- Delays in Siri updates: Siri updates with artificial intelligence features are delayed, reducing hopes for increased sales.…

Archer Aviation and Palantir: A revolution in air transport?

Archer Aviation $ACHR has entered into a strategic partnership with Palantir Technologies $PLTR to use artificial intelligence to develop eVTOL aircraft (electric vertical take-off and landing).

What does the collaboration entail?…

Uber and its future in autonomous taxis and a super app

Uber $UBER has strong growth potential through its partnership with Waymo and the development of autonomous taxis, which could exceed a $2 trillion market within a decade.

Key growth drivers:…

Airbnb grows thanks to positive analyst reviews

Airbnb shares $ABNB saw gains after a Jefferies analyst raised his recommendation to "Buy" and set a $185 price target.

Reasons for optimism:…

Tesla faces longest losing streak in 15 years

Shares $TSLA have fallen for seven straight weeks, the longest decline since it went public.

Key reasons for the drop:…

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…

Bitcoin drops below $90,000 to a three-month low

-Current price: Bitcoin $BTCUSD fell below 90 000 USD (approx. 2.1 million CZK).

- The main reasons for the drop:…

Netflix invests $1 billion in Mexican production

- Investment plan: Netflix $NFLX will invest $1 billion in Mexico over the next four years.

- Target: Produce 20 movies and series a year in Mexico.…

TRUMP AND HIS TARIFFS IMPACTING THE AUTO INDUSTRY

• Trump's tariffs on car imports may hit Volkswagen, Hyundai, Kia, BMW and Mercedes the hardest due to their high dependence on exports to the U.S.

• Ford and General Motors could face financial repercussions even though they produce most of their vehicles in North America

• Tesla will avoid tariffs because it manufactures all of its…

Walmart boosts market share on rising demand for savings

-Growth at the expense of competition:$WMT Walmart benefits from higher demand for affordable goods, weakening smaller players.

- Strong segments: Sales are boosted by food, healthcare and digital advertising, which offset weaker non-food sales.…

Shopify exceeded expectations, but outlook disappointed

-Strong results: Shopify $SHOP recorded $2.81 billion in revenue and total merchandise volume (GMV) reached $94.46 billion.

- Earnings per share: Results showed earnings of 44 cents per share, beating forecasts.…

Carnival achieves record sales and strong share growth

-Record revenue: Carnival $CCL recorded $25 billion in revenue in 2024, boosting the stock up 75%.

- Strong Demand: Cruises remain popular, with higher booking rates helping improve financial results and ship occupancy.…

Meta Platforms: shares rise thanks to debate on open source models

-Slight stock gain: shares of Meta Platforms $META rose 0.6% in response to an analysis by Mark Kelley of Stifel.

- Open source models Llama: Kelley highlighted DeepSeek's use of Llama models, which pointed to possible violations of Meta's policies.…

Palantir: Increased target price thanks to AI strategy

-New target price: analyst Daniel Ives raised his $PLTRtarget price on Palantir shares to $90 due to strong growth potential in the AI space.

- Strong Earnings: Revenue from the U.S. commercial business is expected to exceed $1 billion due to the Artificial Intelligence Platform (AIP) strategy, representing a major shift in…

MicroStrategy: Bitcoin gains and more optimism

- Significant Gain: MicroStrategy $MSTR added 6,120 BTC to its reserve holdings over the past week , a return of 1.36% of its total 45,000 BTC. At the current price of $105,000 per BTC, this is approximately $642.6 million.

- Statement by Michael SaylorMichael Saylor, Executive Chairman of the Company, described the earnings as…

Starbucks introduces "Back to Starbucks" plan

- Process Reorganization: Starbucks $SBUX focuses on streamlining processes and improving operational efficiencies to restore the welcoming atmosphere that is iconic to the brand.

- Possible job cutsPlan includes Job cuts within the administration and other areas outside the cafes themselves to reduce costs and increase efficiency.…