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.
I honestly trust Google more, as I think they have more potential, but this news is great. Microsoft is really doing well and can simply afford such investments.
Shares of $NKE are down about 30% over the past year and the company is not doing well, but the opposite is true for Adidas. In fact, $ADS.DE shares are up more than 30% over the past year. I personally don't like this sector at all and I don't have Nike or Adidas in my portfolio.
Ciena (CIEN): a promising growth story in AI and data centres
Ciena $CIEN is profiling itself as a major player in networking technologies and optical solutions, with its focus on supporting data centers and developing artificial intelligence (AI) infrastructure giving it a competitive advantage. Although fiscal 2024 delivered mixed results, future prospects suggest steady... Read more
There are quite positive expectations for 2025, but so far the company has not done well. There are quite a lot of risks and I don't know if I would want to invest in such a company.
Shares of $O and $VICI did not grow much last year, but $NVR did very well. I recently came across NVR REITs and I have to say I've been quite impressed with their performance. The company has been growing steadily and the stock is not as expensive as it used to be. I still want to do a more detailed analysis, but so far I find this stock quite attractive.
🗓️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 🧠.
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?
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I have $ASML in my portfolio and I am very happy now. I bought a lot in the downturn and now I'm in profit.
Nvidia unveils new AI technologies and hardware innovations at CES 2025
The leader in supplementary insurance: stability, growth and attractive dividends
2 stocks that are growing thanks to military contracts and autonomous drones
🚀 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.
...
Read more
Zobrazit další komentáře
I honestly trust Google more, as I think they have more potential, but this news is great. Microsoft is really doing well and can simply afford such investments.
Shares of $NKE are down about 30% over the past year and the company is not doing well, but the opposite is true for Adidas. In fact, $ADS.DE shares are up more than 30% over the past year. I personally don't like this sector at all and I don't have Nike or Adidas in my portfolio.
Does anyone have $ADS.DE in their portfolio?
...Read more
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I have a couple of $NKE stocks in my portfolio and I'm at a big loss. I won't be selling, but I won't be buying.
Intel launches new AI chips at CES 2025
Drivers of 2024: Which of them can continue to grow this year?
Ciena (CIEN): a promising growth story in AI and data centres
Ciena $CIEN is profiling itself as a major player in networking technologies and optical solutions, with its focus on supporting data centers and developing artificial intelligence (AI) infrastructure giving it a competitive advantage. Although fiscal 2024 delivered mixed results, future prospects suggest steady...
Read more
Zobrazit další komentáře
There are quite positive expectations for 2025, but so far the company has not done well. There are quite a lot of risks and I don't know if I would want to invest in such a company.
Shares of $O and $VICI did not grow much last year, but $NVR did very well. I recently came across NVR REITs and I have to say I've been quite impressed with their performance. The company has been growing steadily and the stock is not as expensive as it used to be. I still want to do a more detailed analysis, but so far I find this stock quite attractive.
Are you familiar with ...
Read more
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I would be glad for some more detailed analysis, I would be very interested here..
🗓️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:
...
Read more
Zobrazit další komentáře
I'm curious to see the results of the $WBA. They didn't do well at all last year, so we'll see what the results look like.