📦 UPS under pressure: Declining volumes and uncertainty around global trade! UPS $UPS released 2Q results that show the changing dynamics in international logistics. Sales and profits are down, while volumes are suffering due to new tariff rules and trade tensions between the US and China.
🎧 Spotify is plummeting after the results! Spotify $SPOTshares dropped by more than 11 % after the company failed to meet Wall Street' s expectations and released an outlook that disappointed the markets. Although the number of paying users and overall user base continues to grow, the ad-based business model is limping along. All indications point to a year-over-year decline... Read more
📅 This week's key market events! A week full of earnings reports and macroeconomic signals that can influence the mood of the markets. Here's an overview of the most interesting events!
📡Monday Results before the markets open: Verizon $VZ - Markets will focus on new users and network connectivity.
🎙️ Tuesday Fed Chair Powell Speech - Highly anticipatedspeech may provide hints of... Read more
📊 3M stabilizes performance and increases visibility! Industrial Conglomerate 3M $MMMhas released its 2Q 2025results , which suggest that the company is starting to rebuild on strong fundamentals after a tumultuous period, but with complications.
🚖 Uber enters a new era of mobility with Lucid Motors! Uber $UBER just made one of the boldest moves in its history. It announced a six-year strategic alliance with electric car maker Lucid $LCID and startup Nuro that has one goal: to deploy more than 20,000 fully autonomous robotaxis in major U.S. cities.
I also have money mostly in Tesla, but I have a small position in Google as well, and I think those companies are the best right now and will compete for a long time.
📈 PepsiCo's coming turnaround? PepsiCo $PEP one of the best known and most important players in the food and beverage industry reported quarterly results that beat Wall Street estimates . Overall sales are stagnant or down slightly, but the company is proving it can adapt.
📊 Morgan Stanley confirms its position with strong results! Morgan Stanley is a global investment bank and asset manager based in New York. The giant has once again shown why it is among the elite of the US financial sector. Q2 2025 results exceeded market expectations!
📊 Citigroup grows after solid results! Citigroup $C, the third-largest U.S. bank, delivered a very strong performance in the second quarter, beating analysts' expectations on almost every front. Net income rose year-over-year by 25 % to $4.02 billion, earnings per share reached $1.96($1.60 expected) and revenue jumped by 8 % to $21.7 billion.
📅 This week's key events! The results season begins! Apart from inflation data, US banks, tech firms and consumer companies are the main ones coming to the fore.
📌 Monday Market reaction to Trump's tariffs announcement.
Results before markets open: Orkla $ORKLY - Scandinavian giant in food, household chemicals and consumer goods.
📈 Tuesday US CPI Inflation - The monthly consumer... Read more
✈️ Delta Air Lines shares appreciate more than 10% after earnings announcement! Delta $DAL was the first U.S. airline to release second quarter results, and it appears to have beaten expectations both in terms of numbers and sentiment. Indeed, after several months of weaker demand, booking trends are starting to stabilise. And the market has reacted very positively to this.
💊 Acquisition of Verona Pharma for 10 billion USD! Pharmaceutical giant Merck $MRK is expanding its portfolio as it announced the acquisition of Verona Pharma $VRNA, a British company specializing in the treatment of chronic lung disease (COPD). The value of the acquisition is expected to reach approximately $10 billion. This is the company's largest transaction since 2023 a... Read more
Daimler Truck Holding $DTG.DE, one of the global leaders in truck and commercial vehicle manufacturing, has announced a new share buyback of up to €2 billion. The program is scheduled to start in the second half of 2025 and run for up to two years.
📅 This week's key events! Important geopolitical events, market data, the start of earnings season and even the Fedminutes are on the schedule this week. Here are the most important things to watch:
🌍 Monday BRICS Summit - a summit of emerging economies. Discussion of alternative currencies, strengthening trade ties outside the dollar system, and energy cooperation could all have... Read more
📈 Datadog is heading to the S&P 500 index! Shares of Datadog $DDOG jumped more than 15 %! This is due to the inclusion of this technology company in the prestigious S&P 500 index , where it will replace Juniper Networks after its recent acquisition by Hewlett Packard Enterprise $HPE.
It's not a bad company, but I got $AMZN out of this industry, which is growing a lot more and is the best in that logistics business.