Alfred Gray
What do you think about the current performance of$ORCL?
- The deal with OpenAi and the acquisition of 30 AI contracts worth $12.5 billion.
- Planned partnerships with competitors such as Google and Microsoft.
For me, this could have a very high quality impact on the development of this company. What do you think?
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I like the collaborations very much and the company is obviously doing well, but the stock is already expensive for me.
Hi investors, I was wondering today what IPO market are you following or investing in?
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Usually when there is an interesting IPO, I like to look and I like to watch it in the weeks that follow, but I have not invested in any IPOs and I do not plan to do so in the future.
Czech economy grew by 0.2% in Q1
The Czech economy recorded annual growth of 0.2 percent in the first quarter of this year and quarter-on-quarter growth of 0.3 percent, according to a refined estimate by the Czech Statistical Office (CSO). The original estimates at the end of April had predicted annual growth of 0.4 percent and quarter-on-quarter growth of 0.5 percent.
Weekly Economic Review
Waiting for fresh US inflation data:
- Important inflation data is expected this week, specifically the Personal Consumption Expenditure (PCE) price index, the Federal Reserve's (Fed) preferred inflation gauge.
- The data will be released on Friday and will be key in determining the future direction of interest rates.
Implications of the Fed minutes:
- Minutes...
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So we'll see, thanks for the info, I'll keep an eye on it. Do you believe they will lower interest rates this year?
Hello investors, what do you think about the current commodity trend? For example, do you have commodities ranked in your portfolios?
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I don't trade commodities. Occasionally I look at oil, but otherwise not much. But I have noticed a rise in sugar and things like that :)
Netlist prevailed in patent litigation against Micron: $445 million awarded
- Netlist's success: Netlist, a specialist in high-performance memory and storage solutions, has been awarded $445 million in damages in a lawsuit against Micron Technology. The damages cover the period from April 2021 to May 2024 for one patent and from August 2021 to May 2024 for a second patent.
- Repe...
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However, according to the chart, this has not yet affected the stock. It's unethical, but investors don't seem to mind.
Colt CZ Group SE: Year-on-year revenue growth, profit decline
- Revenue growth: Holding Colt CZ Group SE reported revenues of CZK 3.667 billion for the first quarter of this year, up 21.7 percent year-on-year. This growth indicates a positive development of the Group's business activities.
- Declining profits: The Armaments Group's adjusted net profit amounted to CZK 359.9...
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That's not very nice. I bought a Colt for the first time last week, so I'm going to leave it there for now and see what it did in a few months. Overall I see potential there and even though the hype has died down as Christopher writes, I still think their stock will continue to rise.
ČEZ proposes dividend: 52 CZK per share
- The management of the CEZ energy group $CEZ.PR presented a proposal to pay a dividend of 80% of last year's adjusted profit.
- The proposed dividend amount is CZK 52 per share, which would represent a total payout of CZK 28 billion.
- The final dividend amount will be decided by the company's general meeting in June.
- If the proposal is...
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Hello investors, last week I asked you about interesting stock etfka. Today I'd be interested in recommendations on less common ETFs (mainly bond, commodity, crypto)
Thanks so much for the recommendations and may you all have a successful week!
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I've thought about cocoa, but I don't know anything about it, so I'd have to look into it and then possibly find some commodity ETFs.
ČSOB to publish first quarter 2024 results: what do you expect?
- Československá obchodní banka (ČSOB), one of the largest banks in the Czech Republic, will announce today its financial results for the first quarter of this year.
- Last year, the net profit of the ČSOB Group reached CZK 15.4bn, up 6% year-on-year. At the same time, the volume of assets under management of the...
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The banking sector is still doing well in the world so far, so I would expect positive results. However, I don't really specialize in the Czech market, so I can't say anything further :) If you throw a summary here after the results, I'll be happy to read it :)
INTERESTING FACTS AND STATISTICS ABOUT AI
- The AI market size is expected to reach $407 billion by 2027.
- By 2030, AI is estimated to have a 21% net increase in US GDP.
- More than 75% of consumers are concerned about misinformation from AI.
- Within the first five days of becoming available, ChatGPT had 1 million users.
- 64% of businesses expect AI to increase productivity.
-...
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WHAT DO YOU THINK OF THIS MOVE BY $ARM?
-Arm Holdings $ARM plans to develop artificial intelligence (AI) chips and bring the first products to market in 2025.
- Establishing a division: Arm Holdings will establish a division focused on developing AI chips, which will be based in the UK, while mass production is expected to begin in the autumn of that year.
MAKRO WINDOW
- Czech Banking Association (CBA) has improved its estimate of the domestic economy's growth this year to 1.4%.
- The CBA expects the economy to grow by 2.7 percent next year.
- Inflation should fall to 2.3% this year and remain similar next year.
- These figures are based on the CBA's macroeconomic forecast published today.
- In its February forecast, the CBA projected...
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I somehow keep forgetting about this company, but I'm definitely not buying now😁