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AI boom podle nás pořád nekončí

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NAKUPUJEME DO PORTFOLIA

📉 The Nasdaq lost more than $2 trillion in October. Deutsche Bank now says the sell-off has gone too far

Technology stocks have had a very weak month. Concerns about massive AI spending have dragged down valuations across the sector, and the Nasdaq 100 alone lost more than $2 trillion in market value in October.

But now Deutsche Bank has changed its view and raised U.S.…

Meta is planning what is effectively a 2:1 stock split for next year. Strong results came in as well.

Meta $META reported Q3 yesterday and also announced a major change to its share structure.

• Revenue: USD 64.6B, up 26% year over year…

🚀 Fastly +16%! Another company that could profit from the AI boom

Shares of Fastly⁠ $FSLY surged nearly 16% on Friday, October 9, after analysts at Oppenheimer significantly improved their outlook on the company.

• Stock increase: +15.9% during Friday trading…

🔥 Synopsys +10%! AI is starting to change chip development itself

Synopsys $SNPS shares jumped about 10% yesterday after a very strong investor day.

-Revenue outlook for FY2027: $11.1–11.2 billion…

🚨 Anthropic filed its S-1 yesterday. One of the biggest AI IPOs is getting closer

The company behind Claude published its IPO filing yesterday, giving investors a first detailed look at its numbers.

- 2025 revenue: $4.6 billion, roughly 12x year-over-year…

3 UNDERVALUED STOCKS NOBODY TALKS ABOUT 📉

Hello investors, cheap stocks like $APP or $SOFI are talked about over and over, so we thought it would be nice to share stocks that we think are starting to trade at interesting values and that aren't talked about as much.

CENTRUS ENERGY $LEU…

🔥 Akamai lands massive AI contract with Anthropic worth 11.6 billion USD

Akamai $AKAM signed a seven-year deal with Anthropic for cloud infrastructure for AI workloads. Shares jumped roughly 22% in after-hours trading following the announcement.

• Contract value: 11.6 bn USD…

🔥 AMD yesterday surpassed a value of 1 trillion dollars for the first time!

Yesterday was historic for AMD $AMD. The stock shot up about 10% and the company got past the 1 trillion USD market cap threshold for the first time.

-The stock reached a new all-time high around 613 USD…

🔥 Accenture +7%! AI opens up new opportunities beyond chip companies

Accenture $ACN announced a new partnership with Anthropic focused on testing and safety of advanced AI models.

What's interesting about this?…

🔥 We just bought Credo $CRDO

We've been following Credo for a while and after the latest drop we decided to open a position.

What do we like about the company?…

Oracle showed after earnings that AI cloud is still going full speed

Oracle $ORCL released Q1 results and the numbers came in better than expected:

Revenue: $19.3B, +30% YoY Adjusted EPS: $1.92 vs. $1.74 expected Cloud revenue: $11.6B, +62%…

🔥 Memory stocks are coming back to life. Sandisk +12% in a day

On Friday, companies around memory and data storage were among the strongest parts of the market:

-Sandisk $SNDK : +12%…

🔄 S&P 500 is set for another reshuffle. Who goes in and who goes out?

From September 21, the composition of the S&P 500 will change:

📈 New additions:…

🇺🇸 Jobs report surprised. The US labor market is still strong

Today's US data came in significantly better than the market expected:

• New jobs: +162k vs. expected +56k • Unemployment remained at 4.1% • Wages rose 0.3% month-over-month and 3.1% year-over-year • July data was also revised from -23k to +21k jobs…

🚀 Snowflake $SNOW soared more than 20% after earnings

The company beat market expectations on several key metrics:

• Revenue: $1.55 billion vs. $1.48 billion expected…