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๐๐ Samsung posted a record ~$58B profit, up ~1,800%, and the stock fell ~7%.
Why? A ~150% run-up meant the blowout AI-memory quarter was already priced in. Great news everyone expects often can't move a stock.
The whole chip sector felt it.
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๐๐ SpaceX (SPCX) joins the Nasdaq-100 today
Index inclusion forces tracker funds to buy it, an est ~$4.3B of passive demand
But the counterintuitive bit: inclusion isn't reliably bullish (see Palantir), the float's tiny, and lockups loom
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๐ซ๐ง๏ธ Cocoa has climbed ~26% in a month
Same story as coffee: too much rain, not too little. Downpours in Ivory Coast & Ghana flooded roads, stalled the harvest and raised disease risk
But zoom out, cocoa's still down ~39% on the year
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โ๐ Arabica coffee jumped ~10% this week.
Torrential downpours in Brazil stalled the harvest and hit crop quality, while inventories sit at a 2+ year low.
But a near-record Brazilian crop still looms over prices.
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๐ง๐ท Brazil vs ๐ณ๐ด Norway โ but the real battle's on the stock market ๐
๐ง๐ท Nu Holdings ($NU): 135M+ customers, fintech growth machine
๐ณ๐ด Equinor ($EQNR): ~$90B energy giant, dividend + buybacks
Who you backing? ๐
Download https://t.co/hjNyZgmoeW
๐ฅ๐ Weak US jobs data is lifting gold.
The US added just 57K jobs in June, well below the ~115K expected, with prior months revised sharply lower.
Soft labour market = more likely Fed cuts = support for gold, which holds above $4,000.
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Meta is entering the cloud business
It plans to sell its spare AI computing power to customers, taking on AWS, Azure and Google Cloud. Stock closed ~9% up
Bulls: a smart way to monetise huge spending.
Bears: a sign it overbuilt. Both have a point
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๐ซ๐ท France vs ๐ธ๐ช Sweden, but the real battle's on the stock market ๐
๐ซ๐ท TotalEnergies ($TTE): ~$180B energy giant, ~4.5% dividend
๐ธ๐ช Spotify ($SPOT): 750M+ users, pure growth, no dividend
Dividend machine or growth story?
Who you backing? ๐
Download https://t.co/hjNyZgmoeW
๐โฌ๏ธ Apple stock slid ~5-6% last week.
Why? It raised prices on Macs & iPads,by 20%+,without new hardware, blaming the AI-driven memory chip shortage. Tim Cook called it a "hundred-year flood."
Same product, higher price. Could iPhones be next?
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๐ง๐ท Brazil vs ๐ฏ๐ต Japan, but the real battle's on the stock market ๐
๐ง๐ท Nu Holdings ($NU): Sรฃo Paulo fintech, 135M+ customers, growing fast
๐ฏ๐ต Sony ($SONY): PlayStation, music & movies, ~$115B titan
Disruptor or empire?
Who you backing? ๐
Download https://t.co/hjNyZgmoeW
๐บโ๏ธ Comcast is splitting in two.
The company behind Universal movies, theme parks, Sky sport & Peacock is spinning off its entertainment arm from its broadband business and the stock jumped 20%+.
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Micron popped ~15% after earnings.
Why? Its AI memory chips (HBM) are sold out for 2026, driving record ~81% margins and a big beat.
The catch: the stock's up ~700% in a year and fell 12% the day before on an unrelated selloff.
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๐ข Never miss out: one week after the biggest IPO ever, SPCX has been a rollercoaster.
Priced at $135 โ popped ~19% โ spiked above $225 โ pulled back to the $180s on a hawkish Fed.
Download https://t.co/hjNyZgmoeW to explore SpaceX
๐ Never miss out: Intel is surging today
INTC jumped after Trump said on Truth Social that Apple will work with Intel on US-made chips
Neither company has confirmed it, Apple's only held early talks.
Huge AI comeback story still loss-making.
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๐ฆ Never miss out: the pound is slipping but not for the reason you'd think.
GBP/USD near its weakest since April after UK inflation came in softer (2.8%). Yet markets are pricing a possible BoE hike, not a cut.
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๐ธ๐ฆ Never miss out: the Kingdom goes global.
Saudi Arabia is spending hundreds of billions to diversify beyond oil: AI, tourism, infrastructure, sport, renewables.
Explore the 'Made in Saudi Arabia' neme on https://t.co/hjNyZgmoeW app.
๐ Chip stocks are ripping againโฆ
This rally isnโt just AI.
Itโs geopolitics.
Peace headlines โ risk-on โ money floods back into Nvidia & AMD.
Are you buying the future or chasing the headline?
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#AI#Stocks#Nvidia#AMD#NemoMoney
๐ก Gold up.
๐ Stocks up.
Thatโs not a normal market signal ๐
US-Iran peace hopes are boosting sentimentโฆ
But gold suggests investors still donโt fully trust it โ ๏ธ
Relief rally or setup for volatility?
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#Gold#Stocks#Markets#NemoMoney
โฝ This World Cup match is closer than you thinkโฆ
๐ธ๐ฆ $LCID vs ๐บ๐พ $DLO
Market Cap: $7B vs $3.5B
Revenue: $600M vs $700M
Profit: negative vs profitable
Final score: Uruguay 2-1.
EV vs Fintech. Future vs cash flow.
Who are you backing?
#Stocks#WorldCup#NemoMoney
โฝ This World Cup match isnโt even closeโฆ
๐ง๐ช AB InBev ($BUD) vs ๐ช๐ฌ Swvl ($SWVL)
Market Cap: $120B vs $14M
Revenue: $59B vs $150M
Profit: $8B vs negative
Final score: Belgium 3-0.
Fans watch the game. Investors watch the cash flow.
#WorldCup#Stocks#NemoMoney