📅 Key events of the upcoming week! Markets will react to developments in the Middle East. I'll be watching more results of interesting companies and many other macroeconomic events.
🏭Monday Services and Manufacturing PMI (US) - Hints of the pace of economic activity in June. 🏘️ Existing Home Sales - We'll see how the US housing market performs. 🎙 Waller's FOMC speech - Possible... Read more
🥫 Kroger is growing - cheap brands and home cooking are driving results! While many retailers are reporting stagnation or uncertainty, Kroger $KR is showing interesting growth.
The company's shares gained more than 9 %after the company raised its full-year sales outlook and reported strong results in segments that reflect current consumer behavior: the search for lower prices,... Read more
🔫 Colt CZ consolidates its position on the American market! The Czech arms giant Colt CZ Group SE $CZG.PR is once again expanding its presence in America. This time it acquires the American manufacturer of firearms components - Valley Steel Stamp Inc., for the amount of 59.5 million dollars. The acquisition has been approved by the Committee on Foreign Investment in the U.S. ... Read more
🏭 Micron raises investment plan to $200 billion! Micron Technology $MUhas announced a significant increase in its investment in US manufacturing and research. The total framework moves to $200 billion, making this plan one of the most ambitious in the history of the US semiconductor industry.
📊 Oracle surprised with results last week and reaffirms its status as the silent leader of the technology world! Oracle $ORCL reported results last week that exceeded analyst expectations while proving that the transformation towards modern cloud and AI solutions is the right move. Since the beginning of the year, the stock has gained over 26 %and since the results were... Read more
📅 Key events of the upcoming week! We have a shortened but all the more interesting week ahead of us, which may significantly influence market expectations for the future course of interest rates and the health of the US economy. Here is a round-up of the most important events that should not be missed.
🧭 Monday NY Fed Manufacturing Activity Survey - An indicator that will... Read more
🧠 IBM accelerates the advent of the quantum era! IBM $IBM is one of the most important pioneers in computing and now it has announced a project that could change the game again in the next decade. It is the development of the first practical, bug-free quantum computer, called Starling, which is scheduled to launch in 2029.
After years of legal, financial, and strategic negotiations, it's clear: Disney $DISis completing its takeover 100% stake in streaming platform Hulu, ending one of the last chapters of the older model of shared media ownership. The company will pay NBCUniversal(Comcast)$438.7 million to become the sole owner of the long-growing platform.
📡 Qualcomm expands its AI portfolio by acquiring Alphawave for $2.4 billion! Qualcomm $QCOM strengthens its market presence. This time it is targeting UK technology company Alphawave $AWE.L, which it has decided to take over for around $2.4 billion, a cash offer of 183 pence per share means 96% premium to the end-March price.
📅 Key events of the upcoming week! This week could significantly impact both the technology sector and market expectations for monetary policy. In addition to some important macroeconomic data, we are also waiting for events that can significantly change the mood of the markets.
🌐 Monday US-China trade talks - Any diplomatic progress or tensions can affect global trade.
📉 DocuSign under pressure: strong quarter, but weak outlook knocks shares down! DocuSign $DOCU, the leader in electronic signatures, posted results that showed solid revenue and profitability growth, but markets reacted to a reduced full-year billing outlook (billings). As a result, the stock fell by more than 18 % and are more than a year off their 2021highs . 75 %!
📉 Huge drop in Lululemon stock! Lululemon $LULU, the premium sportswear icon, reported solid fiscal Q1 results , but the market reacted sharply to reduced full-year earnings guidance and management's more cautious tone. As a result, the stock lost around 20 % of their value today.
⚠️ Tesla under pressure: The exchange between Musk and Trump! Tesla $TSLAshares lose more than 15 %! This time it's not due to supply chain issues, production outages or competitive pressure. It's because today there was a purely political shootout between Elon Musk and Donald Trump that spooked investors.
🔐 CrowdStrike: Solid growth and strong fundamentals! CrowdStrike $CRWDhas once again confirmed the huge interest and need for cybersecurity services with its results. In fact, the company entered fiscal year 2026 with double-digit revenue growth, strong subscription growth and record cash flow. These numbers prove that the Falcon platform is in high demand today.
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🔍 UnitedHealth: new leadership, old challenges and a quest to restore investor confidence! Healthcare giant UnitedHealth Group $UNHis entering a new chapter. Steve Hemsleytook the helm of the company in May , returning as CEO after years away, this time with the clear goal of regaining shareholder confidence.
It's going to be an interesting week again, but the most memorable will probably be today's stock reaction to the conflict.