📉 Nike dropped to 2017 prices under tariff pressure! Nike $NKEshares plummet by more than 13 %as the US administration announced a dramatic increase in tariffs on imports from Southeast Asia. Specifically: 46% tariff on Vietnam, 32% on Indonesia, 49% on Cambodia, and another 34% on China, on top of the previously imposed tariffs.
📉 PayPal under pressure - geopolitics only deepens the crisis of investor confidence! PayPal shares $PYPLlast week weakened by more than 8 % after the debate over the possible imposition of fees on US digital platforms reignited in Europe. Names like PayPal and Google are in the spotlight . The head of the European Parliament's international trade committee , Bernd Lange,... Read more
📈 CoreWeave - a new player on the stock exchange! Nvidia-backedstartup CoreWeave went public just a few days ago. Its IPO didn't go so well. The shares opened below the subscription price. The media wrote about the disappointment. Investors were hesitant.
Today, the stock is up more than +20 % and the price has climbed above the IPO threshold - $48.70 per share , up from $40. A... Read more
I was honestly expecting more growth, but luckily I didn't buy. But it will be of some interest to see how the company fares and what results it reports then.
🎮 Ubisoft establishes new division - Tencent invests $1.25 billion.
Ubisoft $UBI.PA, a traditional French video game player, is entering a new chapter. It is setting up a subsidiary that will cover its biggest and most profitable brands - Assassin's Creed, Far Cry and Tom Clancy's Rainbow Six. But it's not just an internal restructuring. Chinese giant Tencent $TCEHY is stepping... Read more
📅 Weekly overview of key events that can move the market:
None of the companies I follow are reporting earnings this week, so I will focus only on macroeconomic data. Earnings season starts again next week!
📊 Tuesday ISM Manufacturing PMI (US) - An index that tracks activity in the manufacturing sector. It serves as a leading indicator for the overall health of the economy.
There will certainly be an interesting reaction to Tesla stock. Otherwise, I agree that $GOOG looks very interesting and I'll probably overbought as well.
💥 Colt CZ Group: record sales, stable growth and strong position in the global arms industry!
The arms manufacturing group Colt CZ Group SE $CZG.PR, which was established in 2021, when Česká zbrojovka Group SE acquired the iconic American manufacturer Colt's Manufacturing Company. This acquisition created a global leader in small arms with a solid base in Europe and North... Read more
🚗 Car rental companies Hertz and Avis significantly strengthen after the announcement of the tariffs! In a world where any economic measure can rewrite the investment mood, one interesting twist has emerged: car rental companies Hertz $HTZ and Avis $CAR, which have long been under market pressure, have risen sharply in recent days.
This is due to President Trump 's announced... Read more
The car companies are making a terrible loss on this now, and BMW, for example, is burning money, but these aforementioned companies could easily make a profit.
📈 Cintas surprises the market: strong results and new record in margins! Cintas Corporation $CTAS is an American company providing uniforms, mats, mops, hygiene supplies, fire extinguishers and a variety of other products. This company is now confirming its position as one of the most stable players in the market. The results for the third fiscal quarter of 2025 exceeded market... Read more
📉 📉 GameStop, how is this former game-changing meme stock doing in 2021? Video game and electronics retailer GameStop $GME reported results for Q4 of fiscal year 2024. They showed us that the company can surprise, even if the numbers disappointed at first glance.
📉 CD Projekt reported a drop in profit, but still beat expectations. Polish video game giant CD Projekt $CDR.WA has released its results for 2024, showing that even a year without a new game release can deliver very solid numbers. Although the company saw its net profit drop by 2,3 % to 469.9 million zlotys(approx. USD 122 million)However, it beat analysts' expectations, who... Read more
💰 Investing in gold! In times of global uncertainty, history often repeats itself. Gold, the traditional store of value, is regaining strength. And it's no wonder - the combination of inflation, geopolitical tensions and aggressive buying by central banks creates the ideal environment for its price to rise. Spot gold has recently shot above the $3,000/ounce mark.
📊 Here's an overview of the most interesting things for the coming week. Earnings season for the most important companies is over, but this week will still offer some interesting events.
🚗Monday ✅Services and Manufacturing PMIs - These surveys will offer a fresh look at the state of the economy in both the services and manufacturing sectors. They... Read more
📉 FedEx slows down - revised outlook and margin pressure send shares down!
FedEx $FDX, a traditional indicator of the health of the global economy, has rewritten expectations for fiscal year 2025. Shares fell by more than 11 %, the biggest daily drop in two years. The company now expects adjusted earnings between $18.00 and $18.60 per share, having targeted $20 to $22as recently... Read more
For me, it's not that interesting and that $AMZN has really been better than $FDX for a long time, so it doesn't make sense to buy shares of the worse company.
📉 Micron: Margins overshadow great numbers! 🧠💾 US semiconductor giant Micron Technology $MU released its second fiscal quarter results and the numbers certainly didn't disappoint for me. Revenue was up by 38 %, earnings beat analysts' expectations and the company offered a strong outlook for the period ahead. Still, the stock lost over 8 %due to margins.
🔥 Nvidia is heading to the next level: 100x more power will be needed for AI!
Nvidia $NVDA continues to crush the competition and its CEO Jensen Huang said at GTC 2025 that the world has underestimated the computing power requirements for AI.
The valuation may be attractive, but the company doesn't really have potential anymore and I'm definitely not going to invest in it.