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... Read more
-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... Read more
-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.
Volkswagen and Rivian strengthen strategic partnership
-Strengthening cooperation: Volkswagen $VWA.BR CEO Oliver Blume confirmed Volkswagen is considering expanding its cooperation with Rivian, including sharing modules and pooling purchasing volumes to increase efficiency and reduce costs.
-Rivian's shares are rising: Following the announcement, shares of Rivian $RIVN ro... Read more
-Strong price growth: bitcoin $BTCUSD has approached USD 100,000, supported by favorable macroeconomic factors such as a weakening dollar and an improving inflation environment.
-The impact of inflation: December data suggests falling inflation, reinforcing expectations that Fed to start cutting rates in the year 2025.
Nio (NIO) recorded significant growth in shipments in December
-Shipment growth: shipments of Nio $NIO electric vehicles rose 73% in December , signaling a strong finish to 2024 and giving investors reason for optimism.
-Onvo brand: $NIO's newer brand , Onvo, is expected to be a key driver of growth in 2025.
-Market challenges: Chinese price war in the electric vehicle... Read more
Meta Platforms cancels fact-checking program in the US
-Change of approach: Meta Platforms $META (the parent company of Facebook, Instagram and Threads) is scrapping its fact-checking program in the US and introducing Community Notes, inspired by Elon Musk's Social Network X.
-Community Notes features: Users will be able to Report misleading posts and provide context.
Accenture expands team of AI experts in partnership with Nvidia
-Dedicated team: Accenture $ACN has created a team of 30,000 Nvidia technology experts to help clients deploy artificial intelligence (AI)-based solutions .
-AI's share of contracts: Generative AI has so far accounted for 5% of total orders, which reflects potential and current limitations in its scope.
Apple plans $1 billion investment in manufacturing in Indonesia
-iPhone 16 ban: Indonesia has imposed a ban on iPhone 16 sales due to non-compliance with local content requirements (minimum 40% of parts).
-Planned investment: $AAPL announced a $1 billion investment in a new manufacturing plant in Indonesia that will produce components for smartphones and other devices.
Wall Street forecasts for the stock market in 2025
-Downside risk for current leaders: Companies like Vistra a Palantirwhich dominate in 2024, may face moderate growth or even decline.
-Favorable outlook for growth titles: Nvidia a Constellation Energy are expected to grow by 23 % a 11 % due to continued demand for technology and energy innovation.
I had a few shares, but I've already sold. The stock might still go up, but I didn't want to risk a correction afterwards.