Ranní komentář: Meta chce kus cloud business koláče, výsledky General Mills a FactSet Research

from XTB – INVESTICE & TRADING · host XTB Online Trading

Rozdílové smlouvy jsou komplexní nástroje a v důsledku použití finanční páky jsou spojeny s vysokým rizikem rychlého vzniku finanční ztráty. U 74 % účtů retailových investorů došlo při obchodování s rozdílovými smlouvami u tohoto poskytovatele ke vzniku ztráty. Měli byste zvážit, zda rozumíte tomu, jak rozdílové smlouvy fungují, a zda si můžete dovolit vysoké riziko ztráty svých finančních prostředků. Investování je rizikové. Investujte zodpovědně.(00:00) Úvod(00:26) Pohled na trhy(02:00) Meta cloud business(06:35) General Mills výsledky(11:20) Alex Karp, kritika Anthropicu(14:50) FactSet Research, implementace AI(18:05) Pohled na trhy(20:00) Apple chce paměti z Číny(21:02) Cal-Maine a manipulace s cenou vajec(24:42) Začátek dotazů: Drahé semis akcie(27:31) Pár dotazů a komentářů(41:19) Capex a ROI hyperscalerů(44:00) Essilor Luxottica(50:08) AeroVironment a kritika bojových laserů

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This episode is 56 minutes long.

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This episode was published on July 2, 2026.

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