$ZTS (Zoetis) Zoetis cae con fuerza tras publicar resultados, y creo que el mercado no está reaccionando solo al trimestre, sino a una posible revisión de la tesis de inversión.
El recorte de guidance no parece enorme en términos numéricos: la compañía bajó ligeramente sus previsiones de ingresos y... 顯示更多 翻譯
📈 ¿Por qué está subiendo la bolsa en EE.UU. estos días?
En los últimos días hemos visto subidas relevantes en el S&P 500 y el Nasdaq. Pero… ¿qué hay detrás realmente?
🔍 **Principales factores:**
1️⃣ **Expectativas sobre la Fed**
El mercado empieza a descontar un escenario más “suave” por parte de... 顯示更多 翻譯
💡 ¿Por qué $GOOG (Alphabet) ha comprado una empresa de ciberseguridad por 32.000M$?
A primera vista parece una apuesta por la seguridad… pero en realidad es mucho más que eso.
👉 Google no está comprando “ciberseguridad”
👉 Está comprando una ventaja competitiva para su negocio de cloud
Hoy, las... 顯示更多 翻譯
📈 Petróleo en alza tras tensiones entre EE.UU. e Irán: ¿qué puede pasar en el mercado?
Los recientes ataques de EE.UU. a objetivos en Irán han elevado la tensión geopolítica y el mercado ya está reaccionando. El petróleo ha subido con fuerza ante el riesgo de interrupciones en el suministro, especialmente... 顯示更多 翻譯
📈 ¿Por qué $REGN (Regeneron Pharmaceuticals Inc) ha subido con fuerza en los últimos meses?
En los últimos meses, Regeneron Pharmaceuticals ($REGN) ha mostrado un comportamiento claramente alcista, acercándose a máximos históricos. Comparto los principales factores que explican este movimiento 👇
🔬... 顯示更多 翻譯
📊 2025: un año de normalización (por fin) en la economía global
2025 ha sido el año en el que la macroeconomía empezó a respirar de nuevo tras varios ejercicios de tensión constante.
🔹 La inflación siguió bajando
🔹 Los bancos centrales comenzaron a recortar tipos con cautela
🔹 El crecimiento fue... 顯示更多 翻譯
🚀 ¿Por qué $GOOG (Alphabet) ha subido tanto estos días?
Alphabet está viviendo uno de sus mejores momentos en bolsa, y no es casualidad. En los últimos días, su acción ha repuntado con fuerza impulsada por varios factores clave:
🔹 1. Fuerte impulso por la Inteligencia Artificial
El lanzamiento... 顯示更多 翻譯
🧾 Big Tech Earnings Recap: Meta, Google, Microsoft & Global Payments
The week brought a wave of results from some of the world’s biggest tech and fintech names — and the market had plenty to digest.
💬 Meta (META)
Meta surprised investors with strong revenue growth (+26% YoY to ≈ $51 B) and record... 顯示更多 翻譯
🇺🇸 U.S. Macroeconomy: Flying Blind in a Data Blackout
The U.S. economy has entered an unusual moment:
Government shutdown → critical data (like the jobs report) is on hold. Markets and the Fed are now navigating with limited visibility.
Labor market signals: Private data (ADP) points to job losses... 顯示更多 翻譯
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