Týdenní výhled: Trhliny v AI narativu, opožděná makrodata a zasedání centrálních bank

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This episode was published on December 15, 2025.

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Finiš před svátky může být na trzích docela hektický. Začínající týden nabídne velmi bohatý příděl informací z hlavních ekonomik, a na klidu investorům nepřidají ani zprávy spojené s AI, respektive dění kolem Oraclu. Pondělí zatím startuje poměrně pozitivně. Obsah: 00:00:34 Otočka na Oraclu 00:10:38 Broadcom pod vlivem pesimismu 00:12:47 Americká makrodata za říjen a listopad 00:17:22 Konec carry trade? 00:22:24 Bankrot průkopníka robotických vysavačů 00:24:37 SpaceX aneb rakety za raketu 00:27:29 Autonomní Tesla 00:28:33 Schválená akvizice pro Colt CZ

Episode metadata supplied by the publisher feed · Published Dec 15, 2025

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Týdenní výhled: Trhliny v AI narativu, opožděná makrodata a zasedání centrálních bank

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