Nvidia

☁️ 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...
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In addition to $NVDA, Snowflake reported results yesterday . The results beat expectations and $SNOW stock was up 9%, but it's not an interesting company to me. In the cloud services area, I have $AMZN and $GOOG in my portfolio because they look much better to me.

What stocks from this sector do you have in your portfolio?

🧠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...
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📅 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.

🍕Monday
Results before the...
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📉 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...
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What do you think about the current DeepSeek sale? What stocks do you plan to buy after the market opens?

Shares of U.S. technology companies have fallen sharply following news of Chinese artificial intelligence company DeepSeek's breakthrough. In the pre-market so far, $NVDA, $MSFT and $METAhave fallen significantly , and $ASML shares have lost over 10% after the opening bell...
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Foxconn reported record sales earlier this week, leading shares in the semiconductor sector higher. Shares of $MU, $NVDA, $ASML and $KLAC, for example, rose significantly . I think it's great news and I'm happy for $ASML stock as it's up 10% this week.

Do you have any of these stocks in your portfolio?

🚀 Microsoft and the AI revolution: what does $80 billion mean for the future of technology? 💡

Microsoft $MSFT recently announced that it plans $80 billion in data center and AI investments for 2025. That's almost double the $44 billion last year ! This massive investment confirms that tech giants will continue to aggressively push the development of AI and related industries.

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🗓️Investiční this week's review: watch the markets and key data!

We start the new year with a rich calendar of events that can influence markets and investment decisions. They can bring interesting opportunities but also challenges.

🖥️Pondělí:
Speech by $NVDACEO Jens Huang: Nvidia is synonymous with AI and graphics technology - every word he says can corner the market 🧠.

💼Tuesday:
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📈 Himax Technologies on the rise: a key player in the AI revolution! 🤖

Shares of Himax Technologies $HIMX are up significantly by more than 30% after analyst Ming-Chi Kuo of TF International Securities outlined its potential in collaboration with tech giants Nvidia $NVDA and Taiwan Semiconductor $TSM

Company Himax Technologies, founded in 2001, specialises in high-end...
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