Noura El Allam @nouraellm: "Portfolio Update | June 12,..."

Belgium

Portfolio Update | June 12, 2026 Good way to end the week. Markets are tracking for a positive close on news that a peace deal with Iran may be near, with a draft memorandum committing to lifting oil sanctions and reopening the Strait of Hormuz. Oil dropped to around $84, easing the inflation pressure that has weighed on markets all week. $CVS (CVS Health Corp) at $101.95 (+1.46%) breaking through $100 for the first time, a significant milestone and proof that the defensive thesis has paid off while tech was under pressure. $GOOG (Alphabet) at $358.78 (+0.62%) bouncing back nicely after yesterday's Oracle-driven drag. $CEM at €15.49 (+7.94%) strong move, though on thin liquidity as usual. $NVDA (NVIDIA Corporation) at $204.43 (-0.21%) essentially flat, holding its ground. $AVGO (Broadcom Inc) at $378.58 (-1.81%) still digesting, the post-earnings reset continues to linger. $NFLX (Netflix, Inc.) at $80.25 (-1.26%) frustratingly quiet despite the World Cup being in full swing. $SAP (SAP SE ADR) at €140.44 (-0.66%) stabilising after the brutal -5.5% session yesterday. Overall a decent end to a tough week. The Iran peace deal, if it materialises over the weekend in Switzerland, could be the macro catalyst tech needs to break out next week. Watching closely.

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