🚗 Infineon strengthens in automotive. Buys Marvell's Ethernet division for $2.5 billion Germany's Infineon Technologies $IFX.DE has announced that it will acquire the automotive Ethernet division of Marvell Technology $MRVL for approximately $2.5 billion in cash . The goal is to significantly strengthen its position in microcontrollers and expand its offering of in-vehicle... Read more
The growth of $HTZstock continues unabated. The stock is up 136% in the last month alone, which is pretty solid for a car rental company. The news of Pershing Square's large stake in Hertz is behind the growth. I won't be investing in it anymore, but other car rental companies may be interesting.
This week, we're expecting results from giants like Tesla $TSLA, Google $GOOG, Verizon $VZ, MMM $MMM, Lockheed Martin $LMT, Procter & Gamble $PG, Pepsi $PEP and many more. Do you think the impact of the tariffs is already showing up in the results, or will we not see it until the next quarter's outlook?
📅 Weekly investment outlook! This week brings a good amount of corporate earnings, as well as numbers from the US economy.
🐣Monday Easter Monday - Markets in Europe are still closed
🚗 Tuesday 📡 Results before the markets open: Verizon$VZ - The telecom giant is facing pressure from competition and developments in 5G. 3M$MMM - How is 3M settling legal disputes? Will the company build... Read more
It's starting to get pretty exciting and this week is going to be very interesting in terms of results. For me, the most important results will definitely be $TSLA, $GOOG and $INTC. If the stock continues to fall, I'll be overbought.
Which companies' results will you be interested in? And what stocks are you planning to buy?
📈 Blackstone surprises with profit but warns of tariffs! The world's largest alternative investment manager Blackstone $BX beat Q1 earnings expectations as it reported a year-over-year increase in distributable earnings of 11 % to $1.09 per share. The strong numbers were mainly supported by the private equity and credit segments. However,the CEO is feeling the strain in the... Read more
Yesterday, Netflix was still reporting results. Overall, the company did very well and the results exceeded expectations. I would have happily bought$NFLXstock if it had fallen to a lower price, but even in these uncertain times, it's not selling off much. The stock is already up 9% since the beginning of the year.
Do you have $NFLX in your portfolio? At what price would you... Read more
I'm very interested in $DIS right now. The stock has dropped significantly this year, but the company is still doing quite well and I'm thinking of buying in.
📉 UnitedHealth surprisingly lowers outlook. Shares fall! UnitedHealth $UNH, the leader in health insurers, today significantly lowered its 2025 earnings outlook , leading the stock to fall by more than 20 %, the biggest drop in years. The response was swift and harsh: the entire health insurance sector went down.
The company now expects a profit 26 to $26.50 per share, whereas it... Read more
I think these are great stocks for diversification. If that outlook isn't positive and doesn't change in a few months, I might look at other companies like $CVS.
Shares of $HTZ rose 50% yesterday on news that the investment company led by Bill Ackman has acquired a significant stake in Hertz. I won't be investing in $HTZ, but it could be an interesting opportunity in the short term. I recommend checking out a recent post by @mudry_investor where he nicely explained why this company could be interesting and could grow.
🔌Technology sector under pressure: Nvidia and AMD warn, the whole sector reacts with a sell-off! Tensions between the US and China are once again rocking the technology market. Chipmakers are reporting higher costs and regulatory uncertainty that is starting to weigh heavily on company results and outlooks.
The most visible case is the company Nvidiawhich has announced that it... Read more
Shares of $ASML are down 6% today after earnings. I think the results were good and the company should have solid growth over the long term. I already have a large position, so I won't be overbought, but the stock looks cheap to me right now.
What do you think of the results? Will you be overbought after the drop?
💼 LVMH passes the crown to Hermès. The luxury sector is under pressure. LVMH $MC.PA- the colossus of the luxury industry and owner of brands such as Louis Vuitton, Moët and Hennessy - has lost the title of the world's most valuable luxury company. After the release of its first quarter 2025 results , which disappointed all expectations, the stock fell by 8 % and handed the lead... Read more
Which stock has caught your eye most recently - and why?
For me, it would be Trade Desk, which provides a platform for buying digital advertising. Shares of $TTD are down more than 50% this year, but the fundamentals remain great and the company has a lot of room to grow over the long term.
📈 Goldman Sachs bets on stock trading! Goldman Sachs has reported first quarter results that beat analysts' expectations, mainly due to a significant increase in equity trading revenue. Earnings came in at $14.12 per share, $1.77 higher than market expectations (USD 12.35). Revenue was USD 15.06 billion, slightly above the consensus of USD 14.81 billion.
Shares of DuPont de Nemours, Inc. have experienced a decline of more than 21% since the announcement of U.S. tariffs, making it an undervalued title with attractive upside potential, according to some analysts. KeyBanc currently raised its recommendation to "Buy" with a target price of $81, up nearly +33% from the current level of around $61.
🚗 Infineon strengthens in automotive. Buys Marvell's Ethernet division for $2.5 billion
Germany's Infineon Technologies $IFX.DE has announced that it will acquire the automotive Ethernet division of Marvell Technology $MRVL for approximately $2.5 billion in cash . The goal is to significantly strengthen its position in microcontrollers and expand its offering of in-vehicle...
Read more
Zobrazit další komentáře
I know a little $MRVL, but I don't have a single stock in my portfolio. But it could be very beneficial for both companies.
The growth of $HTZstock continues unabated. The stock is up 136% in the last month alone, which is pretty solid for a car rental company. The news of Pershing Square's large stake in Hertz is behind the growth. I won't be investing in it anymore, but other car rental companies may be interesting.
What do you think ofthis growth in $HTZstock ?
Zobrazit další komentáře
It's extremely expensive now and I definitely wouldn't invest in it and a correction needs to come soon.
This week, we're expecting results from giants like Tesla $TSLA, Google $GOOG, Verizon $VZ, MMM $MMM, Lockheed Martin $LMT, Procter & Gamble $PG, Pepsi $PEP and many more. Do you think the impact of the tariffs is already showing up in the results, or will we not see it until the next quarter's outlook?
Zobrazit další komentáře
Tesla didn't show much and now I'm waiting for the $GOOG one.
📅 Weekly investment outlook!
This week brings a good amount of corporate earnings, as well as numbers from the US economy.
🐣Monday
Easter Monday - Markets in Europe are still closed
🚗 Tuesday
📡 Results before the markets open:
Verizon $VZ - The telecom giant is facing pressure from competition and developments in 5G.
3M $MMM - How is 3M settling legal disputes? Will the company build...
Read more
Zobrazit další komentáře
Tesla's results will be the most important, but it is possible that the stock will fall and I would definitely overbought at that point.
It's starting to get pretty exciting and this week is going to be very interesting in terms of results. For me, the most important results will definitely be $TSLA, $GOOG and $INTC. If the stock continues to fall, I'll be overbought.
Which companies' results will you be interested in? And what stocks are you planning to buy?
Zobrazit další komentáře
The correction continues today, so I'll be shopping again gradually.
📈 Blackstone surprises with profit but warns of tariffs!
The world's largest alternative investment manager Blackstone $BX beat Q1 earnings expectations as it reported a year-over-year increase in distributable earnings of 11 % to $1.09 per share. The strong numbers were mainly supported by the private equity and credit segments. However,the CEO is feeling the strain in the...
Read more
Zobrazit další komentáře
Interesting company and definitely a great investment. But I have other stocks from the financial sector.
Yesterday, Netflix was still reporting results. Overall, the company did very well and the results exceeded expectations. I would have happily bought$NFLXstock if it had fallen to a lower price, but even in these uncertain times, it's not selling off much. The stock is already up 9% since the beginning of the year.
Do you have $NFLX in your portfolio? At what price would you...
Read more
Zobrazit další komentáře
I'm very interested in $DIS right now. The stock has dropped significantly this year, but the company is still doing quite well and I'm thinking of buying in.
📉 UnitedHealth surprisingly lowers outlook. Shares fall!
UnitedHealth $UNH, the leader in health insurers, today significantly lowered its 2025 earnings outlook , leading the stock to fall by more than 20 %, the biggest drop in years. The response was swift and harsh: the entire health insurance sector went down.
The company now expects a profit 26 to $26.50 per share, whereas it...
Read more
Zobrazit další komentáře
I think these are great stocks for diversification. If that outlook isn't positive and doesn't change in a few months, I might look at other companies like $CVS.
Shares of $HTZ rose 50% yesterday on news that the investment company led by Bill Ackman has acquired a significant stake in Hertz. I won't be investing in $HTZ, but it could be an interesting opportunity in the short term. I recommend checking out a recent post by @mudry_investor where he nicely explained why this company could be interesting and could grow.
Does anyone have...
Read more
Zobrazit další komentáře
I'd rather focus on individual car companies. I'm waiting for $TSLA to drop below $200.
🔌Technology sector under pressure: Nvidia and AMD warn, the whole sector reacts with a sell-off!
Tensions between the US and China are once again rocking the technology market. Chipmakers are reporting higher costs and regulatory uncertainty that is starting to weigh heavily on company results and outlooks.
The most visible case is the company Nvidiawhich has announced that it...
Read more
Zobrazit další komentáře
It's not good news for these two companies, but it doesn't change my opinion and I think AMD is a great company with a lot of potential.
Shares of $ASML are down 6% today after earnings. I think the results were good and the company should have solid growth over the long term. I already have a large position, so I won't be overbought, but the stock looks cheap to me right now.
What do you think of the results? Will you be overbought after the drop?
Zobrazit další komentáře
From Europe it's definitely one of the best companies, but for me $AMD is more interesting right now.
💼 LVMH passes the crown to Hermès. The luxury sector is under pressure.
LVMH $MC.PA - the colossus of the luxury industry and owner of brands such as Louis Vuitton, Moët and Hennessy - has lost the title of the world's most valuable luxury company. After the release of its first quarter 2025 results , which disappointed all expectations, the stock fell by 8 % and handed the lead...
Read more
Zobrazit další komentáře
I am currently thinking of investing in this sector, but from what I can see, $MC.PA is not doing so well.
Which stock has caught your eye most recently - and why?
For me, it would be Trade Desk, which provides a platform for buying digital advertising. Shares of $TTD are down more than 50% this year, but the fundamentals remain great and the company has a lot of room to grow over the long term.
Zobrazit další komentáře
Lately I have been interested in the financial sector and have been following $SQ and $SOFI.
📈 Goldman Sachs bets on stock trading!
Goldman Sachs has reported first quarter results that beat analysts' expectations, mainly due to a significant increase in equity trading revenue. Earnings came in at $14.12 per share, $1.77 higher than market expectations (USD 12.35). Revenue was USD 15.06 billion, slightly above the consensus of USD 14.81 billion.
🔥Equity trading was the...
Read more
Zobrazit další komentáře
I have $BAC and $SOFI in my portfolio, so I probably won't add anything right now.
Shares of DuPont de Nemours, Inc. have experienced a decline of more than 21% since the announcement of U.S. tariffs, making it an undervalued title with attractive upside potential, according to some analysts. KeyBanc currently raised its recommendation to "Buy" with a target price of $81, up nearly +33% from the current level of around $61.
Read more
Zobrazit další komentáře
The stock is rising quite nicely and unless the fundamentals change, it may be a good stock for diversification.