🌐Palo Alto Networks buys CyberArk for $25 billion! Palo Alto Networks $PANW announced the largest acquisition in its history. The company announced the purchase of Israeli identity management specialist CyberArk $CYBR in a deal worth $25 billion, firmly establishing it as a leader in the so-called identity security space as well. This segment is increasingly important in a world... Read more
📅 This week's key market events! Earnings season continues, especially in the technology and pharmaceutical sectors. Added to this are macro data that may stir market expectations for the next rate hike. Here's a round-up of the highlights:
🔵 Monday Results before the markets open: OnSemiconductor$ON - need to watch demand for chips in the automotive sector Tyson Foods$TSN - price... Read more
📊 Certainty in the chip world! In the third fiscal quarter 2025Qualcomm $QCOM reaffirmed why it is one of the technology leaders in the semiconductor world. The company's results exceeded expectations and show that the company is playfully managing the volatile environment as well as actively building space for future expansion.
I also like the company, but I started it late, somewhere around $140, so it's not doing much for me in my portfolio yet, but I also expect growth, although there are a lot of those pivot companies in the market. The numbers were nice, but they still went more down after the results because the uncertainty around the tariffs is clear.
I have more$AMD in my portfolio, but while I expect the numbers to be good this week too, I think the price rise will be stopped by tariffs again.
📉 ARM results! Arm Holdings $ARM has started the 2026 fiscal year on a positive note, but with a caveat. First quarter revenue was $1.05 billion, marking the second best quarter in company history and a record result for Q1. Growth of 12 % year-over-year was driven primarily by royalty (+25 %)primarily driven by faster adoption of Armv9 architecture , higher demand for Arm CSS ... Read more
🧴 Procter & Gamble reported better than expected results, but tariffs and high costs create uncertainty! Consumer goods giant Procter & Gamble $PG pleased markets with quarterly numbers that beat Wall Street expectations . Net profit rose year-over-year by 15 %and sales up 2 %. The company continues to generate strong cash flow and return capital to shareholders.
📦 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
Acquisitions are great and it will definitely help the company. The stock may fall now, but it will rise in the long run.