Wise investor

📡 Texas Instruments and the return to growth!
After a long streak of nine quarters of declining sales and earnings , Texas Instruments $TXN is finally bouncing back from the bottom. Q1 2025 results brought positive sentiment. Shares jumped by more than 6 %.

📊✈️ Boeing and improving results!
After a wild period, cautious optimism is coming from Boeing $BA. Q1 2025 results point to a positive shift, but it remains overshadowed by ongoing challenges in manufacturing, geopolitics and brand credibility.

📈 GE Aerospace: growth in times of global uncertainty
GE Aerospace $GE is off to a strong start in 2025 at a time when most aerospace and defense companies are grappling with how to maintain margins under pressure from geopolitics, inflation and tariff barriers.

📡 Verizon enters 2025 with an exciting performance!
Today, Verizon Communications $VZ presented results for the first quarter of 2025 that exceeded expectations, confirming the company as a strong player in wireless and broadband services.

Revenues increased year-over-year by 1,5 % to $33.5 billion, and net income strengthened to $5.0 billion, up from $4.7 billion in the same...
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🚗 Infineon strengthens in automotive. Buys Marvell's Ethernet division for $2.5 billion
Germany's Infineon Technologies $IFX.DE has announced that it will acquire the automotive Ethernet division of Marvell Technology $MRVL for approximately $2.5 billion in cash . The goal is to significantly strengthen its position in microcontrollers and expand its offering of in-vehicle...
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📅 Weekly investment outlook!
This week brings a good amount of corporate earnings, as well as numbers from the US economy.

🐣Monday
Easter Monday - Markets in Europe are still closed

🚗 Tuesday
📡 Results before the markets open:
Verizon $VZ - The telecom giant is facing pressure from competition and developments in 5G.
3M $MMM - How is 3M settling legal disputes? Will the company build...
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📈 Blackstone surprises with profit but warns of tariffs!
The world's largest alternative investment manager Blackstone $BX beat Q1 earnings expectations as it reported a year-over-year increase in distributable earnings of 11 % to $1.09 per share. The strong numbers were mainly supported by the private equity and credit segments. However,the CEO is feeling the strain in the...
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📉 UnitedHealth surprisingly lowers outlook. Shares fall!
UnitedHealth $UNH, the leader in health insurers, today significantly lowered its 2025 earnings outlook , leading the stock to fall by more than 20 %, the biggest drop in years. The response was swift and harsh: the entire health insurance sector went down.

The company now expects a profit 26 to $26.50 per share, whereas it...
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🔌Technology sector under pressure: Nvidia and AMD warn, the whole sector reacts with a sell-off!
Tensions between the US and China are once again rocking the technology market. Chipmakers are reporting higher costs and regulatory uncertainty that is starting to weigh heavily on company results and outlooks.

The most visible case is the company Nvidiawhich has announced that it...
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💼 LVMH passes the crown to Hermès. The luxury sector is under pressure.
LVMH $MC.PA - the colossus of the luxury industry and owner of brands such as Louis Vuitton, Moët and Hennessy - has lost the title of the world's most valuable luxury company. After the release of its first quarter 2025 results , which disappointed all expectations, the stock fell by 8 % and handed the lead...
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📈 Goldman Sachs bets on stock trading!
Goldman Sachs has reported first quarter results that beat analysts' expectations, mainly due to a significant increase in equity trading revenue. Earnings came in at $14.12 per share, $1.77 higher than market expectations (USD 12.35). Revenue was USD 15.06 billion, slightly above the consensus of USD 14.81 billion.

🔥Equity trading was the...
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📆 Weekly Investment Review: earnings season in full swing, complete with important data and geopolitics!

A mix of corporate results, economic statistics and geopolitical challenges await us this shortened week. Markets will react not only to the numbers, but also to speeches by central bankers and politicians.

🏦 Monday
Results before the markets open:
Goldman Sachs $GS - I'll be...
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📊 JPMorgan Chase shone with results. But CEO Dimon warns: Don't expect calm waters!

JPMorgan Chase $JPM, the largest U.S. bank by assets, posted quarterly results that far exceeded analysts' expectations. Earnings per share came in at $5.07, compared to the consensus estimate of $4.61. Net income rose year-over-year by 9 % to $14.64 billion, sales up 8 % to USD 46.01 billion, ma...
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✈️ Delta Air Lines is slowing down!
Delta Air Lines $DALCEO , Ed Bastian, isn't worried about it and leaned into Trump: tariffs and uncertainty in global trade are hurting business. Delta, still considered one of the most profitable players in the airline industry, is pulling back its 2025 outlook and reassessing capacity expansion.

Weakening demand, weaker bookings, declining...
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📈 Health insurance companies are reviving - higher Medicare Advantage reimbursements have brought strong growth!
The U.S. health insurance sector is posting strong gains today after the administration announced an unexpectedly large increase in Medicare Advantagereimbursements for 2026.+2,2 % the final increase of 5,06 %which was welcomed by the sector as a very positive boost...
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