UPS pivots its strategy and believes in a return to growth $UPS

UPS is undergoing a major transformation that doesn't look good at first glance - revenues and profits are down year over year. The company is deliberately stepping back from its cooperation with Amazon because that business was high-volume but low-margin.

Portfolio under the microscope: Closing the $ARM position – an exemplary trade 📈

Just three days ago I shared the activation of a trailing stop-loss on my position in $ARM at a price of $218. The initial stop was set at my original target of $175.

Debate about expensive cars in the U.S. mostly revolves around Fed rates and labor costs, but one of the key variables is much less visible: the USMCA agreement and tariffs on cars from Canada and Mexico. That framework is now hanging in the air — and foreign automakers, according to the WSJ, are warning the Trump administration that if the USMCA is not renewed, or if tariffs...
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Is AI starting to threaten software stocks? $MSFT $CRM $NOW

New worries on Wall Street suggest that artificial intelligence could fundamentally disrupt traditional software companies. Investors are starting to reassess the valuations of firms like Microsoft, Salesforce and ServiceNow, because AI tools are gradually taking over the tasks these companies have long profited from.

Th...
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Chevron $CVX sees movement in Venezuela “in the right direction,” but it’s not a game‑changer yet. After Maduro was ousted and Delcy Rodríguez came to power, Caracas began changing oil legislation aimed at attracting foreign capital — lighter state control, more room for private producers, new agreements with Chevron and other players in the Orinoco Belt. Mike Wirth openly says...
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