🗓️Klíčové market events of the week: the most important week of the month! This week is full of interesting macroeconomic data and earnings reports from key companies. Here's a summary of the highlights! 👇
🏠Monday: New home sales! Let's keep an eye on how the U.S. housing market is doing, which may indicate the health of consumers and the economy as a whole. 📊 Results before the... Read more
💡 Qualcomm and Samsung: a partnership that brings billions in profits!
Qualcomm $QCOM, a leader in semiconductors and innovation, has scored a $2 billion boost from a new deal with Samsung $SMSN.L. 🔥 Their cutting-edge Snapdragon chipset now completely powers all variants of Samsung's latest flagship Galaxy S25. This represents a huge shift from the previous generation S24... Read more
I wouldn't buy shares of $SMSN.L, but $QCOM looks very interesting. The valuation is pretty high right now, but at a lower price I'd happily include the stock in my portfolio.
📈 Verizon earnings beat expectations - Steady growth and ambitious plans for 2025 🚀
Verizon Communications $VZ reported Q4 results that beat analysts' estimates and indicate continued steady growth. Earnings per share came in at $1.10(up 2 cents from last year), while sales increased by 1,6 % to $35.7 billion. These results underscore the telecom giant's strong market position... Read more
In the end, I didn't invest in Verizon and I've been actively following it for a long time. it's a steady dividend payer though, so it may be interesting to some.
💼 GE Aerospace: strong results, dividend growth and share buyback ✈️
Shares of General Electric $GE have been experiencing strong growth in recent days after the company reported Q4 2024 results that beat analyst expectations and confirmed its strong market position.
Over the past year, the stock price has risen more than 90%!
💡 Interactive Brokers Group results: what do they mean for investors? 📊
Interactive Brokers Group, Inc. $IBKR released its Q4 2024 results and delivered a pleasant surprise. Its earnings per share came in at $2.03, well ahead of analysts' expectations, who were predicting earnings of $1.86. Compared to the previous year, when earnings were USD 1.52, this is a clear evidence of... Read more
💡 Johnson & Johnson: $14.6 billion acquisition strengthens the pharmaceutical giant's position in the neurological drugs market 💊
Johnson & Johnson $JNJ, one of the biggest players in the healthcare industry, has once again shown that growth through strategic acquisitions is their forte.
The company announced last week the purchase of biopharmaceutical firm Intra-Cellular... Read more
This week is packed with results and events that can significantly impact the markets. Here's an overview of the most important ones for me. 👇
❌Monday: Inauguration of Donald Trump - A very important political event. Martin Luther King Day (stock markets closed) - A day of calm in the markets to prepare for earnings season. WEF Forum in Davos -... Read more
🌍 Historic merger in sight? Rio Tinto and Glencore are about to change the mining industry! 🏗️💼
The mining industry may be on the cusp of one of the biggest events in its history. Giants Rio Tinto Group $RIO and Glencore Plc $GLEN.L are considering joining forces to create a new market titan capable of competing with the incumbent leader, BHP Group. $BHP If this transaction goes... Read more
Great news, thanks for that. I like $RIO.L too, I've had it in my portfolio for a while now, although it's hovering around zero in my rankings, but it has a decent dividend too. I take it as a top in the sector. A miner that's also trying to innovate and be a bit pro green, although of course it's never going to be green in this area, but you just need the raw materials. I also like $PBR but I'm scared there because I don't know what all may be going on in the Brazilian government.
💼 LVMH: A luxury investment with growth potential? ✨ Bank of America comes up with a fresh analysis, on LVMH stock $MC.PA. 🔍 After a challenging period for the luxury sector, BofA upgrades LVMH stock to a "Buy" rating and ranks it among its top investment ideas for the European market. In addition, the share price target has been raised to €735/$755 📈.
I have the stock in my portfolio and will hold it. Things have been a bit worse now, but I believe that will change and luxury goods will be in demand again.
💡 Morgan Stanley: Record Q4 results confirm strength! 🚀
Morgan Stanley $MS is one of the most prominent global financial institutions, known for investment banking, wealth management and securities trading. This global financial institution has not only surpassed analysts' expectations, but more importantly, has shone with its top performance in equity and fixed income trading.... Read more
The results are really strong and I think this sector will continue to do very well this year. I've been quite interested in $SOFI and $C stock lately.
📱Arm Holdings: bold transformation on the horizon!
Arm Holdings $ARM, the technology company behind the architecture of most of the world's chips, is planning major changes that could shake up the industry. Not only is the company planning to increase licensing fees by up to 300 %but is even considering making its own chips. This would turn the key supplier into a competitor... Read more
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💡 The fall of the pharmaceutical company!💉 Shares of Moderna $MRNA were rocked today as their value fell by more than 20 % after the company cut its 2025 revenue estimate by $1 billion. The event raised questions among investors about where the company is headed. 📉💼
Moderna now expects its revenue in the year 2025 will be 1.5-2.5 billion dollars by 2025, with most of that... Read more
The drop is really significant. Well I have $PFE stock from this sector. I'm at a significant loss, but I'll still hold and then sell at some interesting opportunity.
Walgreens Boots Alliance $WBA announced yesterday surprising results for the first quarter of fiscal year 2025 that exceeded Wall Street expectations !
🔥 California wildfires: a disaster that shocks residents and the market!
We're all surely watching the intense wildfires in Los Angeles - some of the most destructive and costly in history. California. These fires have not only affected residents, but also the stock markets.
Insurance companies under pressure: Major insurance companies such as Allstate $ALL, Travelers $TRV, Chubb ... Read more
Those pics/videos look scary, so hopefully it will stop soon. From what I've read and looked at so far, the biggest impact should be on those utilities, as mentioned.
As mentioned, the Fed's decision will be so important. In addition, I will be watching the results of $ASML, $META and $AAPL.