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Mar 2025

20m 59s

Morning Mood #50 | Trading, Mindset & Cr...

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L'IA, ce gouffre à 200 milliards

Le réveil pique ce matin sur la Tech. Hier, on a eu la preuve par l'image : faire de la croissance, c'est bien, mais la payer au prix fort, le marché déteste ça. Entre Alphabet et Amazon qui annoncent des dépenses d'investissement (CapEx) lunaires pour 2026 (on parle de près de 4 ... Show More

Le Grand Nettoyage : Entre Vertige Tech et Réveil Industriel

1. Le séisme Novo Nordisk 🇩🇰 C'est le dossier qui paralyse l'Europe ce matin. Le leader mondial de l'insuline et des traitements anti-obésité s'est effondré de près de 18 % hier. En cause : des perspectives 2026 jugées "moroses" avec une baisse de chiffre d'affaires attendue. L ... Show More

Alphabet & L'Or : Le Sommet de tous les Dangers ?

"Salut à tous ! Ce mercredi 4 février 2026, on se réveille dans un marché qui marche sur des œufs, coincé entre des records de façade et une réalité de terrain de plus en plus lourde.Au menu de ce matin :Le 'Quitté ou Double' de Google : Alphabet publie ce soir. Avec une valorisa ... Show More

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