Týdenní výhled: Na big tech naváže Palantir nebo AMD

What this episode covers

Výsledková sezóna v USA zatím překvapuje pozitivně, přičemž Big Tech firmy vykazují smíšené výsledky i pokračující masivní investice do AI. Mezi sledované tituly v tomto týdnu patří Palantir, AMD, Uber či BT Group. Obsah: 00:00:34 Výsledky Mety 00:04:00 Výsledky Amazonu 00:05:42 Výsledky Microsoftu 00:07:56 Výsledky Alphabetu 00:09:52 Zhodnocení výsledkové sezony 00:12:41 Nafouknutá valuace Applu 00:14:20 Rekordní kapitalizace Nvidie 00:15:54 Výhled na Palantir 00:20:56 Výhled na AMD 00:23:33 Výhled na Uber 00:25:15 Výhled na Novo Nordisk

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Frequently Asked Questions

How long is this episode of Patria Podcasts?

This episode is 28 minutes long.

When was this Patria Podcasts episode published?

This episode was published on November 3, 2025.

What is this episode about?

Výsledková sezóna v USA zatím překvapuje pozitivně, přičemž Big Tech firmy vykazují smíšené výsledky i pokračující masivní investice do AI. Mezi sledované tituly v tomto týdnu patří Palantir, AMD, Uber či BT Group. Obsah: 00:00:34 Výsledky...

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