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NVIDIA and AMD have won huge contracts from Saudi Arabia. Both companies will now work with local AI company HUMAIN. Shares of $NVDA gained 6% and $AMD gained 4% following the news . We'll see how this helps the companies, but it strikes me as great news and I'm glad I bought AMD stock below $100.
What do you think of this collaboration? Do you have shares of $NVDA or $AMD in...
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📅 Investment outlook of the week!
This week we have corporate earnings across various sectors, the US Fed rate decision and new data from the economy.
📈 Monday
ISM Services PMI - Let's keep an eye on the health of the sector that makes up the majority of the US economy.
🔌 Results before the markets open:
ON Semiconductor $ON - A key player in the supply chain for the automotive and...
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As for the results, this week will probably be more interesting for me than the last one. A number of companies whose shares I hold in my portfolio will report results, and I expect bigger moves because they are growth stocks. I will be watching the results of $PLTR, $NVO, $AMD and $TTD.
Which companies' results will you be interested in?

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I'll be most interested in the results of $NVO now, as I already have a large position and hope the stock bounces off the bottom.
🔌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...
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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.
Will anyone be buying $NVDAstock again ?
The stock has skyrocketed in the past year and a lot of investors have made good money on this stock. But so far this year, it's lost over 29%, and I think the valuation is getting interesting again. I've bought $AMDso far , but $NVDA is already looking tempting too.
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I'm shopping for that $AMD now and I might buy some more. We'll see how these companies do now.
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Things have calmed down quite a bit now and it looks like the stock could slowly start to rise.
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I'm intrigued by AMD too, but we'll see if companies eventually switch to AMD chips or stay with Nvidia.
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📆 Key events of the week: What to watch out for?
The new week will bring important macro data and company results that can influence the markets. We will also see the market reaction to Donald Trump's introduction of tariffs. Here is a summary of the key events:
Monday:
📊 ISM Manufacturing PMI - An important indicator of activity in the industry. Weaker numbers may fuel...
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There's a lot of results this week, but I'm more interested in how stocks will react to Trump's tariffs.
So cooperation is great. I'm happy for these two companies too, we'll just have to see what the tariffs are, they're easing up but I'm sure there will be some, I guess in the long run it doesn't matter. :) I'm more loaded in $AMD, $NVDA added just a little but still some nice profit I'm already making. :))