Wiadomości giełdowe

Oto nasze najlepsze i najgorsze akcje w ciągu ostatniego miesiąca. Na tablicy niewiele zieleni.

Here are our top and bottom stocks over the past month. Not much green on the board

The panelists agreed that the market is reacting to overlapping shocks of geopolitical energy spike and AI-driven rotation, leading to …

Kluczem do tego rynku akcji jest ropa naftowa. Oto co inwestorzy muszą wziąć pod uwagę

The key to this stock market is oil. Here's what investors need to consider

The panel is divided on the impact of potential oil supply disruptions, with some seeing a temporary risk that's already …

Tata Motors, BMW wśród producentów samochodów, którzy zamierzają podnieść ceny w Indiach

Tata Motors, BMW among automakers set to raise prices in India

The panel is divided on the sustainability of recent price hikes in India's auto sector. While some argue that Tata …

Akcje firm zajmujących się cyberbezpieczeństwem spadają w związku z doniesieniami, że Anthropic testuje nowy potężny model

Cybersecurity stocks fall on report Anthropic is testing a powerful new model

The panel discusses the impact of Anthropic's Mythos model on cybersecurity stocks. While some panelists argue that it will drive …

Madrigal Pharmaceuticals (MDGL) Surged on Strong Sales of Its Rezdiffra Drug

The panel consensus is bearish on MDGL due to the high risk of the Phase 3 confirmatory trial and potential …

Rynek zaczyna sądzić, że następnym posunięciem Rezerwy Federalnej będzie podniesienie stóp procentowych

The market is starting to think the Federal Reserve's next move is raising interest rates

The panelists agree that the market is repricing towards a 'higher-for-longer' Fed, driven by term premium and real yields, not …

Taiwan Semiconductor Manufacturing (TSM) Soared on Strong AI Chip Demand

The panel's discussion on TSM (Taiwan Semiconductor Manufacturing Company) highlights significant risks and opportunities. While the company's 2nm production and …

3 Obronne Spółki, Które Warto Kupić, Gdy Wskaźnik Strachu na Rynku Akcji Wzrasta

3 Defensive Stocks to Buy When the Stock Market Fear Index Soars

The panelists agreed that while Verizon (VZ) and Coca-Cola (KO) are typically considered defensive stocks, their high valuations and other …

Akcje Micron Technology (MU) wzrosły o ponad trzykrotność w 2025 roku

Micron Technology (MU) Shares Rallied More Than Triple In 2025

The panel has mixed views on Micron (MU). While some see the 'sold-out' 2026 production and high demand for AI …

Dynamika napędzana przez AI pchnęła akcje Lam Research (LRCX) w Q4

AI-Driven Dynamics Propelled Lam Research (LRCX) Shares in Q4

Panelists agree that Lam Research (LRCX) is well-positioned due to its dominant market share in etch equipment and exposure to …

Berenberg obniżył swój cel cenowy dla Wheaton Precious Metals (WPM) do 13 000 GBp

Berenberg Lowers its Price Target on Wheaton Precious Metals (WPM) to 13,000 GBp

Despite mixed analyst target changes, WPM's strong Q4 results and streaming model's benefits are acknowledged. However, risks include potential overpayment …

BofA podnosi swój cel cenowy dla Franco-Nevada (FNV) do 311 USD z 280 USD

BofA Raises its Price Target on Franco-Nevada (FNV) to $311 from $280

The panelists generally agreed that Franco-Nevada's (FNV) recent quarterly beat and 21% net GEO growth are impressive, but the market's …