Ranní komentář: Trhy zůstávají v klidu, Meta chce kus AI koláče, pád Paramountu a Oracle kousek od junku

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) Update k Íránu(02:50) Pohled na trhy(08:40) Meta AI a její Spark model(14:52) Paramount a WBD deal(16:40) Výsledky Pepsi(17:30) Pohled na trhy(19:13) Ještě k Metě a jejím čipům(20:45) Oracle dluhopisy(23:00) Začátek dotazů: Dynatrace(25:58) Pár dotazů a komentářů(30:27) Valuace Micronu

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This episode is 33 minutes long.

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This episode was published on July 10, 2026.

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