🚗 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.
🔐 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
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.