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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Palantir Technologies Inc.  {{ m-tag option="price" ticker="PLTR" currency="USD" }}
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Overview:

Palantir Technologies, a leading provider of AI-driven big data analytics, serves both government agencies and large corporations. Its software platforms, Palantir Gotham and Foundry, have been instrumental in data analysis for defense and intelligence operations. Recently, the company has expanded its AI portfolio, notably with its Artificial Intelligence Platform (AIP), which is revolutionizing how commercial enterprises leverage data.

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Key Metrics:

Palantir has seen a dramatic +161.60% stock increase over the past year, marking one of the most significant rises in the tech sector. In Q2 2024, the company posted $533 million in revenue, a 13% year-over-year increase, with its commercial business growing rapidly. Palantir has also reported GAAP profitability for three consecutive quarters, a crucial milestone in gaining investor confidence. Analysts expect Palantir to maintain its momentum, projecting its AI-related revenue growth to accelerate by 20% annually over the next three years.

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Nedávne aktualizácie:

The company's recent inclusion in the S&P 500 is a pivotal development, expected to attract institutional investors and further drive up the stock price. Additionally, Bank of America added Palantir to its top investment list, forecasting a 35% upside. However, significant insider selling by CEO Alex Karp and co-founder Peter Thiel has raised concerns about the stock’s high valuation, which currently trades at over 100 times forward earnings. Despite this, Palantir’s continuous growth in both government and commercial sectors, particularly with its AI-driven contract wins, positions it as a long-term growth prospect.

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Dell Technologies Inc. {{ m-tag option="price" ticker="DELL" currency="USD" }}
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Overview:

Dell Technologies, a global leader in personal computing and IT infrastructure, has embraced the growing demand for AI and cloud solutions. The company has recently made significant strides in its AI server and cloud infrastructure businesses, tapping into the AI boom that is reshaping global industries.

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Key Metrics:

Dell's stock has grown +4.90% over the past month and is up substantially year-to-date. In Q2 2024, Dell reported $22.9 billion in revenue, driven by its AI and infrastructure solutions, with its Infrastructure Solutions Group (ISG) seeing robust growth in AI server demand. The company's strategic focus on AI-driven server technologies positions it well for the future.

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Nedávne aktualizácie:

Dell is set to benefit from its inclusion in the S&P 500, which could drive increased demand for its shares from index funds. Mizuho Securities recently initiated coverage on Dell with an "outperform" rating and a $135 price target, citing its strong position in the AI server market, which is projected to reach $406 billion by 2027. Dell’s broad product portfolio and robust free cash flow make it better positioned than competitors like Super Micro, especially as AI demand surges. However, rising competition and potential margin pressures in the AI sector are factors to watch​.
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GE Vernova {{ m-tag option="price" ticker="GEV" currency="USD" }}
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Overview:

GE Vernova, the energy division of General Electric, is a leading player in the renewable energy and electrification sectors. It focuses primarily on offshore wind turbines and grid modernization, key components of the global energy transition. Despite its potential, the company has faced challenges in its wind energy division, particularly in offshore wind.

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Key Metrics:

GE Vernova’s stock surged +33.92% over the past month, reflecting renewed investor interest in the renewable energy sector. The company reported €8.20 billion in Q2 2024 revenue, with strong growth in its electrification and grid businesses. However, its offshore wind segment has struggled, leading to significant losses in recent quarters. GE Vernova expects to post a €300 million loss in Q3 2024, primarily due to turbine blade failures at key projects like Vineyard Wind and Dogger Bank.

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Nedávne aktualizácie:

To address its financial challenges, GE Vernova announced plans to cut 900 jobs in its offshore wind division, aiming to streamline operations and reduce costs. The company remains committed to its $3 billion order backlog, particularly in North America, where demand for renewable energy infrastructure is growing. Analysts remain cautiously optimistic about the company’s future, with a focus on grid modernization and clean energy projects.
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Costco Wholesale Corporation {{ m-tag option="price" ticker="COST" currency="USD" }}
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Overview:

Costco, a retail giant known for its membership-based warehouse model, continues to thrive in both physical and online retail spaces. The company's strategy of offering bulk products at low prices has made it a go-to retailer for consumers seeking value.

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Key Metrics:

Costco's stock has surged +3.16% in the past month, and year-to-date, it has gained 36%, reflecting its strong business fundamentals. In August 2024, Costco reported $19.83 billion in sales, a 7.1% year-over-year increase. The company’s fiscal Q4 2024 earnings report, expected this week, is projected to reveal $80 billion in revenue and $2.26 billion in net income.

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Recent Updates:

Costco recently raised its membership fees for the first time in seven years, which could push its membership base to 75 million by the end of the year. Its e-commerce sales have grown by 16.1% YoY, showing the company’s ability to adapt to digital retail trends. Analysts remain bullish, citing Costco’s strong cash flow and resilient consumer demand, making it a top pick for long-term retail investors.
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Bayer AG {{ m-tag option="price" ticker="BAYN.SG" currency="EUR" }}
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Overview:

Bayer AG, a German pharmaceutical and life sciences company, has been dealing with legal and financial challenges, particularly related to its Roundup weedkiller litigation. Despite these issues, Bayer remains a leader in pharmaceuticals and crop science, with a strong focus on oncology and cardiovascular treatments.

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Key Metrics:

Bayer’s stock has seen a modest recovery, rising +2.96% in the past month. The company reported €11.14 billion in Q2 2024 revenue, although it continues to operate at a loss due to legal settlements and restructuring costs. Analysts expect Bayer to post earnings of €5.07 per share for the fiscal year, signaling potential for recovery.

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Nedávne aktualizácie:

Bayer recently achieved a significant legal victory in the U.S., reducing its liabilities related to the Roundup lawsuits, which had previously weighed heavily on its stock performance. The company is also advancing its pharmaceutical pipeline, particularly in gene therapy and precision medicine. Analysts are cautiously optimistic about Bayer’s recovery, especially as the company focuses on streamlining operations and advancing its R&D efforts​.
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Záver
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These five stocks—Palantir, Dell, GE Vernova, Costco, and Bayer—represent key investment opportunities across sectors like AI, renewable energy, retail, and life sciences. Palantir and Dell continue to capitalize on AI-driven growth, while GE Vernova navigates the challenges of the renewable energy sector. Costco remains a solid retail play, bolstered by its membership-driven model, and Bayer shows promise despite legal setbacks. Investors should monitor these companies closely as they release earnings reports and navigate market challenges, presenting potential for both growth and risk in the weeks ahead.

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