🧠Microsoft claims: Powerful quantum computers in a few years, not decades! 🚀
Microsoft $MSFT announced a breakthrough in quantum computer development last week that could yield practical applications in years, not decades. The main driver of this revolution is the new Majorana 1 chip , based on topological conductors, a unique material that enables more stable and powerful... Read more
📅 This week's key events: Corporate results, macro data and tech dominance !📊
The new week brings earnings season in full swing, along with important economic indicators. Personally, I'll be focusing on the results Nvidia, Dell, HP a Salesforcewhile macro data like GDP per Q4 and data on PCE inflation will certainly be key to future market direction.
📉 Block disappoints investors: earnings and revenue below estimates, shares fall! Block $SQ, faced a strong market reaction after its Q4 2024 results fell short of analysts' expectations. Revenue, earnings and growth in key segments all fell short of Wall Street forecasts , leading the stock to fall by more than 17 %!
⛏️ Rio Tinto: Profits steady despite iron ore slump, copper and lithium investments up!
Rio Tinto $RIO, one of the biggest mining giants, has kept profits at a similar level to 2023 even as iron ore prices fell by 11 %. This result underlines the diversification of the portfolio as higher profits from copper and aluminium helped offset losses from the core business.
🚗 Mercedes-Benz announces bad results: profit down, lower sales and pressure on electric cars!
Mercedes-Benz $MBG.DE announced results for 2024 that didn't please too much. Profit dropped by 28 % to 10.4 billion euros, mainly due to lower sales in the key markets of Germany and China. The carmaker is now trying to adapt to the new reality and plans to cut costs by 2027 by 10 %,... Read more
Medtronic $MDT, a leading medical technology company, reported mixed Q3 results . Although earnings per share beat expectations, sales fell slightly short, mainly due to weaker demand for surgical devices. Shares fell more than 7% in response!
🔥Rheinmetall on ATH: Europe is considering massive armament! 💣
Shares of Rheinmetall AG $RHM.DE, Germany's leading defense equipment maker, shot up yesterday by more than 13 %, their biggest daily gain in two years. The price hit €968 per share, an all-time high. The rise is part of a wider trend where European arms firms are experiencing a boom in response to geopolitical... Read more
$RHM.DE is overpriced right now, but I see an opportunity with $LMT. The stock has fallen quite a bit lately and the valuation already looks interesting.
🌐 GoDaddy: Better sales weren't enough, shares fall due to lower profits! 💻
GoDaddy $GDDY, a well-known domain and web hosting services provider, posted mixed results for Q4 2024. Although revenue beat expectations, lower-than-expected earnings per share (EPS) caused the stock to fall more than 14% on Friday.
📅 Key events of the week: What to watch out for in the markets? This week will bring key economic data, earnings reports and events that could impact global markets. Here's my round-up of the highlights:
🟥Monday: Presidents Day (Presidents Day) - US stock markets will be closed.
🗣️ Tuesday: Trump & Musk interview on Fox News - possible market reactions to topics related to... Read more
Awesome these posts are advisory, they always get me in the mood for the next week. Otherwise the Trump and Musk thing, well it may be interesting but I'm more interested in Apple and then the $VICI thing plus after the recent $CVS rise I'm also curious about the $MDT and Healthcare sector even if it doesn't have some direct effect on CVS. $OXY and $RIO I'm also holding so I'm curious.
🛠️ Applied Materials surprises on earnings, but stock falls on fears of sales decline in China! 📉
Applied Materials $AMAT, a key player in the semiconductor equipment industry, posted better-than-expected results for its fiscal first quarter 2025. Still, the stock fell by more than 8 %. The outlook for the next period was worrisome, especially due to export restrictions to C... Read more
🔐 Palo Alto Networks: strong results, but outlook disappoints! 📉 Cybersecurity giant Palo Alto Networks $PANW posted results for its fiscal second quarter that, while narrowly beating analysts' expectations, failed to please with a moderate outlook for the period ahead. The company's shares fell by more than 6%, but are currently erasing that loss. 📊
📉 ON Semiconductor failed: Weak results and uncertain outlook send shares down!💰
ON Semi$ON is a key player in the semiconductor industry, focusing on energy-efficient chips for electric vehicles, industrial automation, data centers and advanced sensors. Its components can be found in power electronics, vision systems and autonomous technologies, making it an important supplier... Read more
🔐 Fortinet exceeds expectations: record margins and strong cybersecurity growth! 📈🚀
Fortinet Inc. $FTNT, the leader in cybersecurity, reported strong Q4 2024 results last week Thursday , including record operating margin 39 % and double-digit revenue growth. Despite the challenges facing the cybersecurity market, Fortinet demonstrated steady growth and strengthened its position... Read more
📢 Take-Two Interactive: shares rise despite loss!🎮 Take-Two Interactive $TTWO, one of the largest game publishers, reported results for the third quarter of fiscal year 2025. Although earnings per share fell short of expectations and the company posted a net loss of 72 cents per share, the stock is rising thanks to strong revenue in the U.S. market and optimism about upcoming... Read more
📉 Arm Holdings: solid results, but a more cautious outlook knocked the stock down 6%!
UK chip technology provider Arm Holdings $ARM posted strong third-quarter 2024 numbers on Wednesday . Revenue rose by 19 % to $983 million, beating analysts' expectations. Still, the company narrowed its full-year forecast for revenue and earnings per share, leading the stock to fall more than... Read more
It's an interesting industry, but it's possible that those investments aren't paying off and Microsoft is just burning money unnecessarily.