📉 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.
🔐 Google gets stronger in cybersecurity - Alphabet buys Wiz for a record $32 billion! 🚀 US giant Alphabet $GOOGL has announced the largest acquisition in its history - for $32 billion(over £735 billion) takes over cybersecurity firm Wiz.
🚀 Intel's new CEO comes with sweeping changes! 🏭 Intel $INTC was once a dominant player in the semiconductor industry, but has failed to keep up with the competition over the past decade. The company has missed out on the smartphone boom, failed to respond to the surge in demand for AI chips , while falling behind technology leaders like TSMC, Nvidia and AMD.
I'm not investing in Intel, but the way I see it, if everything goes right and the CEO makes the right decisions, the company could soon be doing well again and the stock could start to rise.
📅 Weekly overview of interesting events! This week will be rich in economic data, major Fed decisions and the last few results of interesting companies. Let's take a look at the overview.
🏭 Monday 🛍 US Retail Sales - A key indicator of consumer strength. NY Fed Manufacturing Activity Survey - We track the state of industrial production and sentiment among manufacturers in New York... Read more
Surely the Fed's question for all the money is will the US go into recession or even stagflation? What does the Fed say? For now, I have only a pithy quote from today's WSJ
Fed policymakers are alternatively referred to as inflation-fighting "hawks" or labor-market-defending "doves." Right now, Powell looks more like a duck-calm on the surface while constantly paddling beneath murky waters.😂
🚛 Daimler Truck under pressure: Change in US emissions rules dampens pre-sale expectations! Shares of Daimler Truck $DTG.DE fell more than 7 %. The main reason is the announcement by the Environmental Protection Agency (EPA) in the U.S. that it's considering lifting stricter emissions rules. This regulation was supposed to encourage U.S. companies to massively pre-order... Read more
📉 Verizon warns of weak subscriber growth - telecom sector under pressure! 📡
Verizon Communications $VZ has announced that competition in the telecom sector is sharpening and expects weak subscriber growth in the first quarter. The company's shares responded by falling by more than 7 %.
📉 Adobe - strong results, but shares fall on AI concerns! Adobe $ADBE is a global leader in creative software used by millions of professionals in graphic design, digital marketing, video production and document management.
Key products include: 🎨Adobe Creative Cloud - Photoshop, Illustrator, Premiere Pro, After Effects, InDesign and other tools for creatives. 📊 Adobe Experience... Read more
💥 Rheinmetall on the rise: 36% revenue growth and expectations of a boom in military orders! 🚀
Europe's defense sector is experiencing historic growth, and one of the biggest winners is German weapons manufacturer Rheinmetall $RHM.DE. The company announced a huge 36% sales growth in 2024 and predicts further 25-30% growth in 2025, mainly due to a massive influx of military... Read more
It has been a long time since a European stock had such an extreme growth. Some may find it expensive, but I'm toying with the idea of buying a few more shares as the growth is likely to continue.
☁️ Oracle and the battle for the cloud: 23% growth in the AI era! 🚀 Oracle Corporation $ORCL is an American technology company specializing in database systems, cloud services and enterprise software. It is best known for its Oracle Database relational database and Oracle Cloud platform .
The company released results for the third quarter of fiscal year 2025, where cloud revenue... Read more
Good evening, Buliosians! How are you going to take advantage of the current market downturns?📉
Of the growth companies, $SOFI, $MRVL and a number of others I've been following for a long timeare getting pretty interesting prices for me . These two companies have seen tremendous growth in the past year, but despite quality results the price is down significantly.
📅 This week's key investment events! This week will be packed with macroeconomic data and the results of interesting companies that can influence the markets. Here's a round-up of the highlights:
📊 Monday Results before the markets open Oracle $ORCL - is one of the largest providers of cloud and database solutions. It will be especially important to watch growth in cloud computing... Read more
☕ Starbucks at a crossroads: new management, restructuring and questions about the future!
Starbucks $SBUX is at a pivotal stage of transformation. After CEO Brian Niccol took over, significant changes, layoffs and a "Back to Starbucks" plan are coming .
📉 Marvell: Strong numbers, but weak outlook sends stock down more than 19%!
Marvell Technology $MRVL, a major manufacturer of chips for data centers, artificial intelligence (AI) and network infrastructure, reported results for the latest quarter. Although the company beat analysts' expectations, the outlook for the upcoming period did not impress investors. As a result, the... 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.