
The quarterly earnings season has begun, and American tech giants are making a big splash. This Wednesday, Meta (Facebook, Instagram, WhatsApp) and Microsoft released truly historic results. Beyond the numbers, there's a clear message sent to Wall Street: artificial intelligence is no longer just a promise—it's a turbocharger for profits.
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Futures Indices Dow Futures: +0.20% S&P 500 Futures: +0.85% Nasdaq 100 Futures: +1.20% US 10-year yield: 4.35% Market Environment US equities are extending their rebound this Thursday, driven by spectacular results from Meta Platforms and Microsoft, which have reignited enthusiasm around artificial intelligence. Nasdaq futures are up +1.5%, while the
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PREOPEN CAC 40: 7,907 points (+0.44%) Key Stocks of the Day Sanofi (SAN): Raises its 2025 revenue growth forecast (~+9%), driven by strong demand for Dupixent. Société Générale (GLE): Ups annual targets, launches new share buyback program. 2025 RoTE target: 9%. Renault (RNO): François Provost appointed CEO. Half-year results down,
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FED, moving markets, and active management going forward Hello everyone, It's 6:15 AM, Thursday, July 31st, and the latest market news reminds us that nothing is ever set in stone. Thank you to each of you: over 1,500 of you joined last night's Twitch live, a record that shows the
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**Futures Indices** Dow Futures: +0.01% S&P 500 Futures: +0.1% Nasdaq 100 Futures: +0.17% US 10-year Yield: 4.33% Market Environment US markets are recovering slightly this Wednesday ahead of two major catalysts: the Fed’s interest rate decision and the quarterly results from Microsoft (MSFT) and Meta (META). The Federal Reserve is
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Last week, we sent out a message of caution on the crypto market: “Slow down, while everyone else speeds up.” That reminder rings especially true today. Despite a euphoric mood in the sector, the market remains demanding, and active management is more crucial than ever. Federal Reserve, publications, and macro:
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Wednesday, July 30, feeling a bit off this morning, but the mindset stays action-oriented! We know that on tired days, we’re more sensitive to negative news, external pressures, and market volatility… Yet it’s in these moments that we build the mental strength to push further. Markets: Uncertainty, But Opportunities Too
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PREOPEN CAC 40: 7,586 points (+0.06%) Key stocks of the day L’Oréal (OR): Slowed growth in H1 but increasing margins. Kering (KER): Sharp drop in Q2 revenues, ongoing caution despite analyst adjustments. Capgemini (CAP): Lower half-year results, 2025 targets tightened within range. Nexans (NEX): Solid earnings, raised forecast range for
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Japan – Nikkei 225 -0.11% Flat session in Tokyo: markets remained cautious ahead of the Bank of Japan's monetary policy decision. The yen slightly appreciated toward 148 per $1, increasing pressure on exporters. China – Shanghai Composite +0.37% Mixed trading on the mainland after failed trade talks in Stockholm. Attention
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