🚀 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.
💊 AbbVie off to a good start in 2025: Immunology pulls growth, obesity drug as a new opportunity! Pharma giant AbbVie $ABBV has started this year in very solid shape. The first quarter results exceeded market expectations and point to a successful transformation of the company's portfolio after a decline in revenue from Humira (an autoimmune disease treatment).
📊 Investment overview of the week: Giants' results, macroeconomic numbers and key impulses for the markets!
Get ready for a busy week that could have a major impact on market sentiment. The combination of corporate results and important data from the US economy promises a really interesting week.
🍕 Monday 📊 Results before the markets open: Domino's Pizza $DPZ - Results will show... Read more
📊 Lam Research, record margins and strong outlook! Lam Research $LRCX shows why it is one of the key players in semiconductor technology. The company manufactures high-end equipment for depositing, etching and cleaning materials used in the production of semiconductor chips.In its Q1 2025 results announced Thursday, the company surprised with not only revenue and profit growth... Read more
📡 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 %.
For me, $ON is much more interesting and attractive. They have much more potential and the business works better. It's only a matter of time before the stock starts to rise.
📊✈️ 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... Read more
🚗 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 $2.5 billion in cash . The goal is to significantly strengthen its position in microcontrollers and expand its offering of in-vehicle... Read more
📅 Weekly investment outlook! This week brings a good amount of corporate earnings, as well as numbers from the US economy.
🐣Monday Easter Monday - Markets in Europe are still closed
🚗 Tuesday 📡 Results before the markets open: Verizon$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... Read more
📈 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... Read more
📉 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... Read more
I think these are great stocks for diversification. If that outlook isn't positive and doesn't change in a few months, I might look at other companies like $CVS.
🔌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... Read more
💼 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... Read more
📈 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.
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.