Certificati di investimento - Capitolo 10

[Dandan1968]

-7 in ah
.
Earnings Season | Advanced Micro Devices (AMD) – Q4 2025
Esito: ️
Market reaction: volatile → fino a +2% post-earnings, poi -1,5% in sessione

EPS adj.: 1,53 $ vs 1,32 $ attese (1,09 $ a/a)
Ricavi: 10,27 mld $ (+34% a/a) vs 9,65 mld $

Breakdown:

Data Center: 5,38 mld $ (+39% a/a) vs 4,97 mld $

Client: 3,10 mld $ (+34% a/a)

Gaming: 843 mln $ (+50% a/a)

Embedded: 950 mln $ (+2,9% a/a)

Margine lordo adj.: 57% vs 54,5% atteso
Margine operativo adj.: 28% vs 25,4%
FCF: 2,08 mld $ (+91% a/a)

 

[Dandan1968]

NVIDIA’S H200 SALES TO CHINA STALLED BY U.S. SECURITY REVIEW

NVIDIA’S SALES OF ITS H200 AI CHIPS TO CHINA REMAIN ON HOLD NEARLY TWO MONTHS AFTER EXPORT APPROVAL, PENDING FINAL U.S. GOVERNMENT CLEARANCE. WHILE THE COMMERCE DEPARTMENT HAS COMPLETED ITS REVIEW, THE STATE DEPARTMENT IS PUSHING FOR STRICTER CONDITIONS OVER NATIONAL SECURITY CONCERNS. THE DELAY HAS FRUSTRATED NVIDIA AND CAUSED CHINESE CUSTOMERS TO PAUSE ORDERS UNTIL THE LICENSING TERMS ARE FINALIZED. ...

 

[Jsvmax79]

*UBS TO BUY BACK $3B IN OWN SHARES IN 2026, AIMS TO DO MORE ...

 

[NoWay]

Io l'ho fatto per le notifiche massive stalkerizzanti chiedendo di lasciare al cliente la decisione se (ed eventualmente dove) riceverle...

Che poi... non è che le cancelli da una parte e le elimini da tutte le altre. Si deve fare "a tappeto". Chi l'ha pensata ha proprio una gran mente...

 

[El Trinche]

Novo Nordisk shares tumble 18% as CEO warns it will get worse before it gets better​

perle di saggezza...

 

[El Trinche]

*UBS TO BUY BACK $3B IN OWN SHARES IN 2026, AIMS TO DO MORE ...

• UBS generated $1.2 billion of net profits in the fourth quarter, beating analysts’ estimates.
• The Swiss bank’s group revenues, which topped $12.1 billion, were also in line with forecasts.

 

[NoWay]

Ohhh, oggi UBS è ben arrivata prima del solito...

 

[One of the Lehman Bros]

Ohhh, oggi UBS è ben arrivata prima del solito...

Natixis invece, come sempre, ancora e' al bar a fare colazione...

 

[Dandan1968]

NLBNPIT301C3 Preso 100 pezzi ne restano 90 attaccati al bid

Edit andati

 

[NoWay]

Natixis invece, come sempre, ancora e' al bar a fare colazione...

Benvenuti nel fantastico mondo di Optiq...