Robert Cerny @Robert_Cerny: "📜 Morning Recap📜 🛒 eBay..."

Czech Republic

📜 Morning Recap📜 🛒 eBay rejects $56 billion takeover bid eBay has rejected GameStop's offer, suggesting that management believes in its own strategy and the company's long-term value. For investors, this is a signal that e-commerce consolidation can continue, but not at any cost. 📚 Meta loses dispute in Italy Meta must compensate Italian publishers, which may set a precedent for other European markets. Growing regulatory pressure in the EU remains one of the main risks for large platforms. 📉 Labor market + inflation = pressure on the Fed The combination of a tight labor market and higher inflation may slow or postpone the expected rate cut. For markets, this means higher volatility and sensitivity to macro data. 🛰️ Google & SpaceX: data centers in orbit Companies are exploring the possibility of placing data centers in space to handle the growing demand for AI computing. If the project moves forward, it could be a new infrastructure megatrend with an impact on cloud, energy, and semiconductors. 💰 Kevin Warsh confirmed as Fed governor The Senate has approved pro-crypto nominee Kevin Warsh. His approach could affect future regulation of digital assets and the overall tone of monetary policy. 🌍 Appeals court suspends 10% global tariffs The suspension of the decision against tariffs gives the administration more time. This means short-term calm for global trade, but uncertainty remains. 🔥 CPI inflation rises to 3.8% April inflation reached its highest level since May 2023. Core inflation of 2.8%, above expectations, strengthens the argument that the Fed will have to remain cautious. For investors, this means a reassessment of scenarios for rates and valuations of growth companies. Thank you for reading, liking, and possibly commenting. I wish everyone a good morning. Robert popular investor This article is for informational purposes only and does not constitute investment advice. Invest with caution. $GOOGL (Alphabet Inc Class A) $META (Meta Platforms Inc) $EBAY (eBay) $GME (GameStop Corp.)

Not investment advice. The author may have financial interests in the mentioned instruments.