❄️ Snowflake announces record sales: AI as growth engine! Snowflake $SNOW delivered results that rewrote its track record. It crossed the $1 billionmark in quarterly revenue for the first time since going public in 2020 , confirming its role as one of the most dynamic players in cloud data analytics.
Shares jumped more than 12 % reaching its highest level in more than a year.... Read more
🛡️ Palo Alto Networks: strong growth, profit above expectations, but margins under pressure! Palo Alto Networks $PANW, one of the leaders in cybersecurity, reported fiscal third quarter results showing solid performance, yet today the stock is down more than 6 %. While earnings and revenue beat expectations, the company missed its gross margin target, and it is precisely the... Read more
Antiscalants and Dispersants: Safeguarding Industrial Water Systems
Antiscalants and dispersants are essential water treatment chemicals used to prevent scale formation and particle deposition in industrial systems like boilers, RO membranes, and cooling towers. These additives work by interfering with the growth and agglomeration of mineral crystals, ensuring smooth operation and prolonged equipment life.
Antiscalants are commonly used in desalination plants, power generation, and HVAC systems, helping reduce maintenance costs and energy consumption. Dispersants help keep silt, clay, and other particles suspended in water, preventing fouling and clogging in pipelines and heat exchangers.
The use of antiscalants and dispersants improves system efficiency and reduces downtime. As industrial sectors continue to emphasize water conservation and operational efficiency, the demand for these preventive chemical solutions is rising globally.
🔬 Applied Materials: solid earnings, but geopolitics is taking its toll! Applied Materials $AMAT, a key supplier of chip manufacturing equipment, reported mixed second quarter results last week. Although earnings per share beat expectations, sales fell slightly short. The main reason is uncertainty related to export restrictions to China, the company's largest foreign market.
At the moment, I would rather focus on US stocks because those European companies will start to have problems because of the tariffs and the geopolitics.
🗓️ Investment Outlook of the Week! This week will offer interesting events, from the results of leading retail chains to technology conferences to data from the real estate market and European industrial companies.
✈️ Monday Results before the markets open: Ryanair $RYAOF - The low-cost carrier outlines how travel demand is ahead of the summer season and how it is managing fuel... Read more
🔌Cisco gets stronger: better results, new CFO and billions of dollars in orders! Cisco $CSCO delivered a solid performance in the second quarter. It beat analysts' estimates on all key points, added an upbeat outlook, and also announced a change in CFO.
Cisco is an American technology company that is a global leader in networking, cybersecurity and communications technology. The... Read more
🚜Deere & Co: Solid cost management helps in tough times! Deere & Company $DE, the global leader in agricultural equipment, has proven that even in an uncertain environment, it is possible to exceed market expectations. In the second quarter, the company delivered better numbers than analysts had estimated, but lowered the lower end of its annual profit outlook. Shares responded... Read more
🛩️ Boeing closes the largest contract in its history! American aircraft manufacturer Boeing $BA is experiencing a major turnaround. After months of crisis, regulatory pressures and a loss of public confidence, the company announces the largest order in its history - 160 aircraftfor Qatar Airways, worth approximately $200 billion.
The deal is the result of a focused diplomatic... Read more
🤝 Microsoft and OpenAI are negotiating! Microsoft $MSFTand OpenAI are rethinking the basics of their partnership. The reason for this is to prepare OpenAI for a possible stock market listing (IPO). This major move would transform not only the company itself, but the entire AI industry.
🔍 What is it about: Microsoft has invested over $13 billionin OpenAI, but is willing to reduce... Read more
🎮 Electronic Arts: Strong quarter thanks to sports, The Sims and the new Split Fiction. Growth outlook overshadows Apex Legends slump.
Electronic Arts $EA is a video game company, best known as the publisher of popular video game franchises such as FIFA, The Sims, Battlefield and Need for Speed. The company is one of the largest game publishers in the world and focuses on... Read more
🧠 Arm surprised by the numbers but disappointed by the outlook! Arm Holdings $ARM ended fiscal year 2025 with a record quarter, posting revenue of $1.24 billion which is 34% year-over-year growth. Yet the stock has fallen by more than 6 %. Shareholders were concerned about the cautious forecast for the next period.
This is a British technology company that specialises in the... Read more
🚗 Ford suspends outlook for 2025! Ford Motor Company $F beat Wall Street expectations for Q1 2025, but still suspended its financial outlook for the full year. The main reason is the expected impact of the new $2.5 billion tariffs that went into effect in early April. While the company plans to offset approximately $1 billion through operational measures and cost optimization,... Read more
🎬 Disney brings the magic to life. Q2 2025 results surprised with strength across segments!
The Walt Disney Company $DIS reported very solid resultsin its second fiscal quarter 2025. Despite a turbulent media market and high costs in the sports segment, the company was able to accelerate growth across all major divisions.
The stock had me in the portfolio for a while but after some time I sold. I don't see that much potential in it anymore and the company has a lot of competition.
🥩 Tyson Foods: strong quarter despite market pressure! Tyson Foods $TSN reported fiscal Q2 2025 results and confirmed that even in an environment of high market uncertainty, solid numbers can be achieved. Although the macroeconomic environment (tariffs, costs, consumer behavior) remains turbulent, Tyson delivered its fourth consecutive quarter of growth across key metrics.
I still stick to the fact that there is better competition, so I buy $AMZN and $GOOG.