Robert Cerny @Robert_Cerny: "📜 Morning Recap📜 🟦 New..."

Czech Republic

📜 Morning Recap📜 🟦 New Fed chief changes course Kevin Warsh signals the end of a policy that has supported stock growth for more than 15 years. For investors, this marks the beginning of an era where the market will be driven more by fundamentals than cheap money. 📊 A key week for the markets • Nvidia results will come on Wednesday evening - the market is watching to see if massive AI investments are starting to pay off. • Fed minutes will show how much the central bank is ready to change course. • Walmart will offer a glimpse into the strength of the US consumer in an environment of higher rates. 🤖 Jensen Huang and the British AI breakthrough Nvidia's boss is investing billions in autonomous learning in the UK. The goal is to push the boundaries of AI towards systems that learn without human guidance. 🇺🇸🇨🇳 US and China: a combination of tariff cuts and greater cooperation The two countries have agreed to adjust tariffs on selected goods and strengthen trade ties. This is the first step towards calming the tensions that have weighed on global markets in recent years. 🚀 BlackRock and SpaceX: preparing for IPO BlackRock is considering investing $5-10 billion in the SpaceX IPO, which is scheduled to launch next month. 🛰 Elon Musk, SpaceX reportedly plans to trade under the ticker SPCX as early as June 12. 🏛️ Gates Foundation sells Microsoft The Bill and Melinda Gates Foundation has sold 100% of its position in Microsoft - a total of 7.7 million shares. This is a significant signal for investors, although the motivation may be purely philanthropic or portfolio, not fundamental. Thank you for reading, liking and 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. $MSFT (Microsoft) $BLK (BlackRock Inc) $NVDA (NVIDIA Corporation) $WMT (Walmart Inc.)

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