Michal Janicek @Ouzo83: "📊 Mini Market News ⚡ Stay..."

Czech Republic

📊 Mini Market News ⚡ Stay informed with me — and feel free to copy my portfolio. 💉 $NVO (Novo-Nordisk A/S SPONS ADR) A U.S. federal appeals court upheld the dismissal of Novo Nordisk’s lawsuit against the Medicare drug pricing negotiation program, confirming the inclusion of six insulin products in price talks. The ruling makes it more likely that negotiated insulin prices will take effect next year, putting pressure on margins and sales. Legal options across the pharma sector are narrowing after several similar setbacks. 📱 $GOOG (Alphabet) The U.S. Supreme Court refused to suspend an order requiring Google to overhaul its Play Store — developers must be allowed to add external payment links and, by 2026, open the store to third-party app catalogs. This means pressure on fees and control over the Android ecosystem — and higher regulatory uncertainty for investors. 💾 $AMD (Advanced Micro Devices Inc) Investor Brad Gerstner noted that OpenAI’s deals with Nvidia and AMD are “announcements, not real deployments,” adding that “the best chips will win.” For AMD, that implies potential demand from AI expansion, but also high uncertainty until deliveries begin. The market remains competitive and geopolitically tense (U.S.–China). 🚗 $LCID (Lucid Group Inc) Lucid boosted Q3 deliveries by 46.6% to 4,078 vehicles, slightly missing estimates. Growth was fueled by the expiring $7,500 U.S. tax credit, used to make leases more attractive. Without the credit, the EV sector faces a softer Q4. Lucid’s outlook depends heavily on the success of its Gravity SUV and the upcoming $50K mid-size model. 🏦 $C (Citigroup) Citigroup confirmed it still prefers an IPO of its Mexican Banamex unit despite a fresh bid from Grupo Mexico. The market sees a potential bidding contest, but an IPO could unlock higher valuation, though with timing uncertainty. 💻 $MSFT (Microsoft) Microsoft shows strong momentum — it expects EPS growth of 12.9% this year (above the sector average), with operating cash flow up 23.1% YoY and a 19% CAGR over 3–5 years. These metrics underline robust profitability and self-funding capacity, supporting further investment and potential outperformance of the stock. ❤️ Want to receive my daily Mini Market News updates? Just follow me or copy with $200+ to support my content. 𝐌𝐢𝐜𝐡𝐚𝐥 𝐉𝐚𝐧𝐢𝐜𝐞𝐤 🍀 Champion Popular Investor 🍀 $SPX500 $NSDQ100 $DJ30