Vzhľadom na to, že sa globálna ekonomika neustále vyvíja, je pochopenie najnovších finančných informácií dôležitejšie ako kedykoľvek predtým. Orientácia v zložitom svete financií môže byť ohromujúca, ale sledovanie významných trhových pohybov môže investorom a podnikom umožniť prijímať informované rozhodnutia. V nasledujúcom článku sa venujeme 5 najdôležitejším finančným trendom a udalostiam, ktoré majú potenciál ovplyvniť vývoj trhov v nadchádzajúcom týždni. Zahrnuli sme vás základnými správami, ktoré potrebujete vedieť, od výkonnosti akciových trhov až po pohyby vedúcich pracovníkov.

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Nvidia {{ m-tag option="price" ticker="NVDA" currency="USD" }}

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Nvidia continues to lead the AI revolution, with its highly anticipated Q2 earnings report set for August 28, 2024. Wall Street expects Nvidia to report earnings growth of 109% year-over-year, driven largely by demand for AI chips like the Hopper GPUs. Revenue is projected to reach $28.6 billion, reflecting a 112% year-over-year increase. Analysts are particularly interested in updates on Nvidia’s Blackwell chip, which has the potential to further solidify Nvidia’s dominant position in the AI hardware market. The company’s stock has surged by 160% year-to-date, underscoring investor confidence in its AI strategy.
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The company controls between 80% and 95% of the market for high-performance AI chips, supplying major cloud providers like Microsoft, Amazon, and Meta. These hyperscalers continue to rely on Nvidia's cutting-edge technology to build AI infrastructure. Despite Nvidia’s unprecedented growth, some analysts are concerned about the sustainability of such expansion, as the AI sector faces potential spending cuts in the future. Still, the company’s unmatched influence in the AI market makes it a bellwether for the sector's direction.
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Looking ahead, Nvidia is expected to report strong results, but any miss could have significant ramifications across the AI ecosystem. While analysts are confident in Nvidia’s ability to meet or exceed expectations, concerns remain over whether AI spending will continue at its current pace. Investors should keep an eye on Nvidia’s guidance for the upcoming quarters, as any indication of slowing demand could impact the entire tech sector.

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CrowdStrike {{ m-tag option="price" ticker="CRWD" currency="USD" }}

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CrowdStrike, a leader in cloud-based cybersecurity, is facing significant challenges as it prepares to release its Q2 earnings on August 28, 2024. The company was recently hit by a major software outage in July that affected millions of devices worldwide, including critical infrastructure. This incident has raised questions about CrowdStrike’s ability to maintain its reputation for reliability in the fast-evolving cybersecurity space. Despite these challenges, analysts are forecasting revenue growth of 31% year-over-year, with expectations set at $960 million. CrowdStrike’s stock has performed well, with a 100% year-to-date increase, reflecting investor optimism about its long-term growth prospects.
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CrowdStrike’s ability to recover from the July outage will be a key focus during its earnings report. The company has built its reputation on offering cutting-edge, AI-driven cybersecurity solutions that are crucial for protecting large-scale enterprises from cyber threats. The global cybersecurity market continues to expand, driven by the growing need for companies to protect themselves against increasingly sophisticated attacks. CrowdStrike has positioned itself at the forefront of this trend, capitalizing on the demand for cloud-native security.
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However, the road ahead is not without challenges. The company will need to reassure investors that the July incident was a one-off event and that its long-term growth trajectory remains intact. With increasing competition in the cybersecurity space, CrowdStrike must continue to innovate to stay ahead. Investors will be looking for clear guidance on how the company plans to mitigate future risks and maintain its market leadership.

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Salesforce {{ m-tag option="price" ticker="CRM" currency="USD" }}

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Salesforce is expected to report solid Q2 earnings on August 28, with projected earnings per share (EPS) of $2.35, marking a 10.9% year-over-year increase. Revenue is expected to grow by 7.3% to $9.23 billion. However, analysts have expressed concerns about slowing growth in the second half of the fiscal year. Despite Salesforce’s strong performance in its core products—Sales Cloud and Service Cloud—there is growing skepticism about the company’s ability to maintain its high growth rates amid tougher competition and slowing demand for newer offerings like Data Cloud and generative AI products.
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Salesforce’s stock has been bolstered by its dominant position in customer relationship management (CRM) and cloud-based solutions. The company has benefited from its strategic partnerships and its ability to offer innovative products to enterprise customers across various sectors, including public institutions. However, recent insider sales and mixed analyst sentiment have raised concerns about the stock’s near-term performance. Analysts have highlighted the risk of declining growth rates as the company faces increasing competition and potentially softer demand.
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Despite these concerns, Salesforce remains a key player in the tech sector. The company’s strong customer base, coupled with its ongoing investments in AI and cloud solutions, positions it well for future growth. Investors will be closely watching Salesforce’s guidance for the second half of the year, as any signs of slowing growth could weigh on the stock. Still, with a strong foundation and significant market share, Salesforce is likely to remain a solid performer in the tech sector​.

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Hewlett Packard Enterprise {{ m-tag option="price" ticker="HPE" currency="USD" }}

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Hewlett Packard Enterprise (HPE) has been riding the wave of AI and edge computing with its GreenLake platform, which has become a central component of the company’s strategy. In Q2 2024, HPE reported a 3.3% year-over-year increase in revenue, driven by strong demand for its high-performance computing (HPC) and cloud solutions. The GreenLake platform, which offers a flexible, consumption-based pricing model, has seen widespread adoption, with 39% growth in its annualized revenue run rate. HPE’s strategic partnerships with Microsoft and Nvidia have further enhanced the platform’s capabilities, allowing enterprises to leverage AI and cloud computing at scale.
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Despite facing competition in the cloud space, HPE’s focus on providing a hybrid cloud solution has resonated with customers looking for flexibility and scalability. The company’s stock has grown 10.5% year-to-date, reflecting investor confidence in its long-term strategy. HPE has successfully transitioned from a hardware-focused company to a software and services-centric business, which has helped it stay relevant in the fast-changing tech landscape. The company’s efforts to drive recurring revenue through its cloud offerings have been a key factor in its recent success.
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Looking forward, HPE is well-positioned to capitalize on the growing demand for AI-driven computing solutions. The company’s continued investment in AI infrastructure and strategic partnerships will be crucial in maintaining its competitive edge. As more enterprises adopt AI technologies, HPE’s GreenLake platform is expected to play a significant role in helping companies scale their operations and meet the demands of the future.

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Ulta Beauty {{ m-tag option="price" ticker="ULTA" currency="USD" }}

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Ulta Beauty is preparing to release its Q2 earnings on August 29, with analysts projecting a year-over-year earnings decline to $5.49 per share, down 8.8%. Revenues, however, are expected to grow by 3.5% to $2.62 billion. The beauty retailer faces challenges in maintaining its market share as competition intensifies, particularly from rivals like Sephora and Estée Lauder. Analysts have expressed concerns about Ulta’s ability to drive traffic and maintain margins amid these competitive pressures. Citi analysts have lowered their price target for Ulta to $375, reflecting a more cautious outlook.
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Ulta has benefited from strong demand for beauty products, but its reliance on partnerships, such as its collaboration with Target, has exposed it to increased competition from other retailers. The company is expected to face headwinds in the form of weaker comparable store sales and declining gross margins, which could result in downward revisions to its full-year earnings guidance. Analysts predict that Ulta may need to increase promotional activities in the second half of the year to protect its market share, which could further pressure margins.
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Despite these challenges, Ulta remains a key player in the beauty industry. The company’s broad product offerings and loyal customer base have helped it navigate previous economic downturns. Investors will be closely watching how Ulta plans to address these competitive pressures and whether the company can continue to grow its market share in the highly competitive beauty retail sector​.

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Záver

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As the week progresses, earnings reports from Nvidia, CrowdStrike, Salesforce, HPE, and Ulta Beauty are expected to set the tone for their respective sectors. These companies face unique challenges and opportunities, from the rapid expansion of AI and cloud computing to increasing competition in retail. Investors should remain vigilant and monitor how these companies respond to market pressures, as their performances could have broader implications for the tech and consumer sectors. Understanding these developments will be crucial for navigating potential risks and opportunities in the coming months.
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