🌍 Contexte Économique
| Indice | Variation | Cours |
|---|---|---|
| S&P 500 | ▲ +0.72% | 7 496.77 |
| CAC 40 | ▲ +0.09% | 8 347.83 |
| Nikkei 225 | ▲ +3.26% | 66 232.19 |
📉 Tendances — Performance Normalisée (Base 100)
Chaque courbe représente la performance d'une valeur normalisée à 100 au premier jour disponible. La ligne pointillée à 100 est la référence (prix d'entrée).
📈 Positions Détenues
ACA.PA
CREDIT AGRICOLE SA: Crédit Agricole now stands at 29.3% of Banco BPM’s share capital | Morgan Stanley Among Banks Challenging Growing Dollar Optimism | CREDIT AGRICOLE SA: Worldline’s partnership with Crédit Agricole is evolving with the acquisition of 100% of CAWL by Cré…
DEC.PA
JCDecaux connects 100% of its DOOH inventory to programmatic in 9 Latin American markets | JCDecaux : Half-year liquidity contract statement for JCDecaux SE | JCDecaux renews Heathrow advertising contract for 8 years
CRWV.US
Nvidia touts Vera Rubin performance ahead of rival AMD's Advancing AI event | Nebius Advances On Nvidia Stake Disclosure Amid AI Cloud Swoon | How Nebius Stock Became the Neocloud Standout
PLTR.US
Google Expands in Miami After Its Billionaire Founders Buy Homes | Is Innodata's 40% Growth Outlook Just the Start of an AI Gold Rush? | Prediction: Palantir Stock Will Go Parabolic After Aug. 3. Here's Why
ABNX.PA
ABIONYX Pharma: Monthly Statement of Total Voting Rights and Shares Forming the Company’s Share Capital | ABIONYX Pharma: Half-Year Review of the Liquidity Agreement Entered into with TP ICAP (Europe) SA | ABIONYX Pharma is Scaling up Its Operations After Securing the Resources Needed to Achieve Its Goals and Is Embarking on…
🏆 Synthèse & Recommandations
| Valeur | Valeur Marché | P&L Net | Score | Recommandation |
|---|---|---|---|---|
| Credit Agricole SA | 18.05 | 180.55 | +11.55 (+6.8%) | ⚪ +7.57 (+4.5%) |
| JCDecaux | 21.84 | 43.68 | +8.14 (+22.9%) | ⚪ +4.16 (+11.7%) |
| CoreWeave | 68.46 | 136.92 | -50.90 (-27.1%) | ⚪ -64.80 (-34.5%) |
| Palantir Technologies | 116.82 | 233.64 | -4.48 (-1.9%) | ⚪ -18.38 (-7.7%) |
| Abionyx Pharma | 1.86 | 18.60 | -19.80 (-51.6%) | ⚪ -23.78 (-61.9%) |
| NVIDIA | IA / Semi-conducteurs | 181.06 EUR | ^ +0.00% | ⚪ Why Hasbro Stock Jumped Today |
| Microsoft | IA / Cloud | 349.35 EUR | ^ +0.00% | ⚪ 3M investors are still waiting for a more 'consistent' growth story |
| Coinbase | Crypto / Fintech | 157.07 EUR | ^ +0.00% | ⚪ Coinbase Surges 11%, Strategy and Hut 8 Gain 5% as Crypto Catalysts Stack Up |
| LVMH | Luxe / Consommation | 478.55 EUR | v -1.70% | ⚪ So you want to buy a sports franchise? Why entering sports ownership gives the r… |
| TotalEnergies | Energie | 72.63 EUR | ^ +2.09% | ⚪ ADNOC approves $6.2bn Umm Shaif gas cap development |
| Airbus | Aeronautique / Defense | 193.96 EUR | ^ +1.14% | ⚪ Turkish Airlines Joins SAFFA Fund |
📂 Historique des Rapports
| Date | P&L Net | VM | Positions |
|---|---|---|---|
| Chargement… | |||