Broadcom and market capitalisation
Market capitalisation:
- Broadcom $AVGO reached a market capitalization of $839 billion
- The company is just behind Berkshire Hathaway in the market value rankings
Growth in June:
- Broadcom saw a 35% increase in market capitalization for June
- Growth was driven by increased demand for AI technologies
Morgan Stanley assessment:
- Morgan...
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Hello, investors,
today I'd like to know your opinion on interest rates, where do you think we're going?
Well, I would bet on at least one reduction happening. Beyond that, it's mysterious waters. Anything can happen. What's your take on it?
APPLE AND AI PARTNERSHIP
- Partnership with OpenAI:
-$AAPL is considering a partnership with OpenAI, the developer of ChatGPT, to further develop its AI technology
- Discussions with other AI companies:
-$AAPL negotiateswith Meta Platforms and startups Anthropic and Perplexity for alternative AI solutions
- Plans for AI subscription service:
The company is trying to push its products to make them as convenient as possible for customers, but the EU is interfering again. And I don't want to keep defending Apple, it bothers me with everyone.
JOINT VENTURE BETWEEN VW AND RIVIAN
- Rivian share growth:
- Rivian $RIVN shares rise more than 40% after announcement of joint venture with Volkswagen
- Indicates significant market confidence in future collaboration
- Volkswagen investment:
- Volkswagen to invest $1 billion in Rivian
- This investment will enable Rivian to expand its technology and raise capital
- Joint...
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40% were really solid. But now I would rather short it again. Rivian will surely benefit from this, but they still need to kick their production and business up a notch.
INCREASE IN DIVIDENDS FOR COMPANIES
Realty Income $O
- Increased the monthly dividend from $0.2625 to $0.2630.
- Represents a 5.9% yield.
Target $TGT
- Increased the dividend by 1.8% to $1.12.
- Extends its streak of dividend increases to 53 years.
FedEx $FDX
- Increased its annual dividend by 10% to $5.52.
- Represents a yield of 2.2%.
Yees, I'm just happy with $O. I have this stock in my portfolio. But dividend increases at most companies show their strength, so great at all of them.
I'd rather go away with PayPal. I remember buying over $50 and then selling quickly :)
Hello investors, what are your favorites from the AI sector? (and lesser known ones.)
All I can sayabout $NVDA's ride is wow.
- Nvidia has seen a more than nine-fold increase in value since the end of 2022.
- Nvidia has overtaken Microsoft to become the most valuable public company in the world.
- In early June, Nvidia crossed the $3 trillion market capitalization threshold, joining an elite club that includes Microsoft and Apple.
I somehow keep forgetting about this company, but I'm definitely not buying now😁
What do you think about the current performance of$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?
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?
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?
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 :)
Very high quality company and for the portfolio why not, but the price is currently too high.