This week, we talk to Florian Rubli, CFA (Equity Portfolio Manager), and Anita Colic (Equity Portfolio Manager), and break down the strong Q2 earnings season, with over 80% of S&P 500 companies beating expectations. We explore sector highlights, from booming financials to pressured consumer discretionary, and dive into Big Tech’s AI-driven growth. Microsoft, Amazon, Google, and Meta are spending billions on cloud and data centers, while Apple takes a slower, more deliberate approach. Despite strong results, market reactions remain cautious amid inflation, trade tensions, and geopolitical risks. Tune in for insights on what’s driving the market, and what might slow it down.
DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.