This week, the results season gets underway again. On the schedule we have $PEP, $JPM, $WFC and $BLKresults . What are your expectations? Do you think the results will be more positive and the markets will continue to rise?
The pessimism around Intel is understandable.
But what do you think about this? 👇
Intel and Amazon Web Services have announced joint investments in their own chip designs as part of a multi-billion dollar, multi-year strategic collaboration.
Read more here: Intel-AWS partnership is 'big win' for Intel's foundry: analyst (yahoo.com)
Any tips on homebuilder stocks?
During higher inflation the construction industry was in a lull, but I expect it to pick back up as rates fall.
...At what level do you think the S&P 500 will close 2024? At the end of 2023, analysts were predicting it would reach +-5,000 points in '24, this has been gradually adjusted and now estimates are at 5,600-5,700. How do you see it? Will the rest of the year be calmer and steadier?
Hey, investors. I would like to ask if you know if there are other stocks (outside of REITs) that pay dividends on a monthly basis? Or which ones do you know?
Yesterday we had a burst of buying and selling of well-known companies and investors. Anything of interest here? I was quite surprised by the Berkshire purchases and Michael Burry, who cut his portfolio in half but continued to increase his bets on China and Alibaba.
Taiwan Semiconductor Manufacturing's $TSMsales rose 45% in July, accelerating the pace of growth from the June quarter and boosting hopes for continued strong demand for artificial intelligence chips from companies such as Nvidia Corp.
Are you investing in $TSM or are the risks associated with China the big bogeyman?
There are some risks, but I was thinking of putting it in the portfolio. What price would you buy in at?
What do you think of Uber $UBER? The results are quite positive, we are seeing growth in the main segments and also growth in the number of customers or people using Uber by almost 20 million.
Do you have Uber in your portfolio?
Mark Zuckerberg said $META'squarter was a success and Meta AI has the potential to become the world's most used AI assistant by the end of the year. Those are pretty bold words. Who do you think is currently leading the way in terms of AI and AI assistants?
It's hard to say, it's all still relatively early days, so I don't want to judge. I think it's still pretty even and time will tell who is asleep and who is leading.
Tesla $TSLA on Tuesday reported its lowest profit margin in more than five years and missed Wall Street's earnings targets in the second quarter as the electric-car maker cut prices to revive demand while boosting spending on artificial intelligence projects.
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We would have to wait for growth to be overcome. The stock has been up enough as it is and now it has confirmed that it is not yet up to these levels. I think the results OK and the move in line with them.
New data from analyst firm CivicScience shows that Tesla $TSLA's popularity among Democrats has dropped to 16% as of July 16, compared to 39% in January. Among Republicans, the data shows that popularity has dropped to 23% from 36% in the same time period.
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It's a higher risk bet. The company will probably succeed, but I don't think it will succeed to the extent expected. Well, we got the results today, so we'll see.
Chip stocks have lost more than $500 billion in value due to trade concerns with China. This has pushed$AMD down to an interesting level. Anyone buying or is it still expensive on you?
Google is in advanced talks to acquire startup Wiz for about $23 billion. It would be the company's most expensive acquisition. Does anyone know what makes Wiz so interesting?
German sports car maker Porsche said on Tuesday that global vehicle deliveries in the first half of the year were down 7% compared to the same period in 2023, mainly due to a 33% year-on-year decline in China.
But what is it? Porsche and VW are always pulling buyers.
I have $P911.DE stock in my portfolio, it's not a big position, but I trust the company.
Federal Reserve Chairman Jerome Powell said on Tuesday he was encouraged by weaker inflation, but stressed that the central bank would need to see more evidence before cutting interest rates. So he said pretty much what he always says😅 But I get it, a man in his position has to be careful what he says.
The last two inflation figures in April and May "suggest we are back on a...
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I'll add my opinion here too, which I haven't changed for a few months now, and that's agreeing with caution as you write about it, Powell and the Fed are like that too in my opinion thanks to the election. Although all sides say no, it certainly has an effect and I believe in one reduction, but also not until the end, November/December.
In the end, the banks had great results, but I'm still waiting for the $BAC results.