Alfred Gray

Philip Morris/British American Tobacco

Hello investors, when it comes to tobacco companies, which representative would you prefer and why?

Philip Morris $PM

- Strong growth:

- Philip Morris is achieving strong growth through innovative products and strategic decisions.

-Non-smoking products:

- Non-smoking products have become an important business for Philip Morris, helping to...
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Transforming Spotify and adding social networking features

Transformation in 2023

-$SPOT has added a TikTok-inspired discovery channel that has significantly changed the user experience.

Social elements on the platform and future plans:

-$SPOT is introducing more and more social networking elements:

- Podcast comment system: Allows producers to interact directly with the...
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Microsoft gives up its seat on the OpenAI Board

Microsoft relinquishes position

-$MSFT has relinquished its observer seat on the OpenAI Board of Directors.

- The move comes amid regulatory scrutiny of generative artificial intelligence in the US and Europe.

Improving governance at OpenAI

-$MSFT said the observer position is no longer necessary due to improvements in the AI...
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Hello investors, what do you think of $TSLA's ride this week as it erased a full year of losses?

Hello investors, what do you think about the current decline in REITs?

I was thinking of expanding my position and I am deciding between $PLD and $ARE, do you have these stocks in your portfolio?

Preliminary EU tariffs on Chinese electric cars

Preliminary duties:

- EU plans to impose preliminary duties on Chinese electric cars

- Tariff range: 17.4% to 37.6%

- Effective from Friday

Target of the measures:

- To prevent damage to EU industry

Final decision:

- Deadline for final duty decision: 2 November

- Interested parties can express their views until 18 July

Commissi...
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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?

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:

-$AAPL plans to allow AI companies...
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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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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%.

Hello, investors,

I've decided to speculate on a position in $PYPL. What do you think of this decision, or would you go for it at the current valuation?

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.

Hello investors, today I would like to know your opinion on $PLTR YES/NO even after the strong growth this year?