🔌Cisco gets stronger: better results, new CFO and billions of dollars in orders! Cisco $CSCO delivered a solid performance in the second quarter. It beat analysts' estimates on all key points, added an upbeat outlook, and also announced a change in CFO.
Cisco is an American technology company that is a global leader in networking, cybersecurity and communications technology. The... Read more
Zero EPS growth in the last 5 years, so I'm not surprised they have half the performance of SPY. No major growth is expected either, so the valuation matches that. I'd rather pay extra for a growth company than rely on a miracle (or an overpriced acquisition;)
🚜Deere & Co: Solid cost management helps in tough times! Deere & Company $DE, the global leader in agricultural equipment, has proven that even in an uncertain environment, it is possible to exceed market expectations. In the second quarter, the company delivered better numbers than analysts had estimated, but lowered the lower end of its annual profit outlook. Shares responded... Read more
🛩️ Boeing closes the largest contract in its history! American aircraft manufacturer Boeing $BA is experiencing a major turnaround. After months of crisis, regulatory pressures and a loss of public confidence, the company announces the largest order in its history - 160 aircraftfor Qatar Airways, worth approximately $200 billion.
The deal is the result of a focused diplomatic... Read more
🤝 Microsoft and OpenAI are negotiating! Microsoft $MSFTand OpenAI are rethinking the basics of their partnership. The reason for this is to prepare OpenAI for a possible stock market listing (IPO). This major move would transform not only the company itself, but the entire AI industry.
🔍 What is it about: Microsoft has invested over $13 billionin OpenAI, but is willing to reduce... Read more
🎮 Electronic Arts: Strong quarter thanks to sports, The Sims and the new Split Fiction. Growth outlook overshadows Apex Legends slump.
Electronic Arts $EA is a video game company, best known as the publisher of popular video game franchises such as FIFA, The Sims, Battlefield and Need for Speed. The company is one of the largest game publishers in the world and focuses on... Read more
🧠 Arm surprised by the numbers but disappointed by the outlook! Arm Holdings $ARM ended fiscal year 2025 with a record quarter, posting revenue of $1.24 billion which is 34% year-over-year growth. Yet the stock has fallen by more than 6 %. Shareholders were concerned about the cautious forecast for the next period.
This is a British technology company that specialises in the... Read more
🚗 Ford suspends outlook for 2025! Ford Motor Company $F beat Wall Street expectations for Q1 2025, but still suspended its financial outlook for the full year. The main reason is the expected impact of the new $2.5 billion tariffs that went into effect in early April. While the company plans to offset approximately $1 billion through operational measures and cost optimization,... Read more
🎬 Disney brings the magic to life. Q2 2025 results surprised with strength across segments!
The Walt Disney Company $DIS reported very solid resultsin its second fiscal quarter 2025. Despite a turbulent media market and high costs in the sports segment, the company was able to accelerate growth across all major divisions.
The stock had me in the portfolio for a while but after some time I sold. I don't see that much potential in it anymore and the company has a lot of competition.
🥩 Tyson Foods: strong quarter despite market pressure! Tyson Foods $TSN reported fiscal Q2 2025 results and confirmed that even in an environment of high market uncertainty, solid numbers can be achieved. Although the macroeconomic environment (tariffs, costs, consumer behavior) remains turbulent, Tyson delivered its fourth consecutive quarter of growth across key metrics.
🟢 Duolingo at an all-time high! Duolingo $DUOL, known in the digital language learning industry, demonstrated a strong combination of growth, profitability and user momentum in Q1. The stock responded with a sharp rise of more than 20 % to a record $487.
📡 Qualcomm confirms strategic growth! Qualcomm $QCOM is an American technology company that specializes in the development of semiconductors, software and wireless technologies. It is a global leader in mobile chips and a key player in the development of 5G networks.
The company on Wednesday announced results for its second fiscal quarter 2025 (ended March 30).
💊 Novo Nordisk expands distribution of Wegova via telehealth. Hims & Hers shares jumped by more than 25%! Danish pharmaceutical giant Novo Nordisk $NVO is coming up with another move to accelerate sales of its weight loss drug Wegova. The drug will now also be available through telemedicine platforms such as Hims & Hers Health $HIMS, LifeMD, and including NovoCare's direct... Read more
🚀 SoFi Technologies: important quarterly growth and strengthening of strategic positions!
The first quarter of 2025 produced exceptional results forSoFi Technologies $SOFI, clearly showing that its strategy of focusing on member growth, product expansion and financial services innovation is working well.
I was still shopping on Monday. The company always has a pretty cautious outlook and expectations, but still, the results were great and I may still overbought.
Zero EPS growth in the last 5 years, so I'm not surprised they have half the performance of SPY. No major growth is expected either, so the valuation matches that. I'd rather pay extra for a growth company than rely on a miracle (or an overpriced acquisition;)