🌍 Contexte Économique
| Indice | Variation | Cours |
|---|---|---|
| S&P 500 | ▼ -0.17% | 7 559.48 |
| CAC 40 | ▼ -0.39% | 8 349.71 |
| Nikkei 225 | ▼ -2.79% | 66 835.54 |
📉 Tendances — Performance Normalisée (Base 100)
Chaque courbe représente la performance d'une valeur normalisée à 100 au premier jour disponible. La ligne pointillée à 100 est la référence (prix d'entrée).
📈 Positions Détenues
DEC.PA
JCDecaux : Half-year liquidity contract statement for JCDecaux SE | JCDecaux renews Heathrow advertising contract for 8 years | VivaTech 2026: JCDecaux unveils “Le Bus Shelter” and the groundbreaking digital experience “Unlimited DOOH”
ACA.PA
CREDIT AGRICOLE SA: Crédit Agricole now stands at 29.3% of Banco BPM’s share capital | Morgan Stanley Among Banks Challenging Growing Dollar Optimism | CREDIT AGRICOLE SA: Worldline’s partnership with Crédit Agricole is evolving with the acquisition of 100% of CAWL by Cré…
CRWV.US
3 Reasons Why Micron Stock Keeps Falling | CoreWeave Has Fallen 49% From Its 52-Week High. Is the Beaten-Down AI Stock a Bargain or a Value Trap? | Can CoreWeave Become a $1 Trillion Company?
PLTR.US
Does Palantir's Latest Partnership With Nvidia Make It a Screaming Buy? | XNTK vs. QQQ: Does a 35-Stock Tech ETF Beat Just Buying the Nasdaq-100? | Expanded SBA Fraud Push and New Alliances Might Change The Case For Investing In Palantir Technologies (PLTR)
ABNX.PA
ABIONYX Pharma: Monthly Statement of Total Voting Rights and Shares Forming the Company’s Share Capital | ABIONYX Pharma: Half-Year Review of the Liquidity Agreement Entered into with TP ICAP (Europe) SA | ABIONYX Pharma is Scaling up Its Operations After Securing the Resources Needed to Achieve Its Goals and Is Embarking on…
🏆 Synthèse & Recommandations
| Valeur | Valeur Marché | P&L Net | Score | Recommandation |
|---|---|---|---|---|
| JCDecaux | 22.36 | 44.72 | +9.18 (+25.8%) | ⚪ +5.20 (+14.6%) |
| Credit Agricole SA | 17.88 | 178.75 | +9.75 (+5.8%) | ⚪ +5.77 (+3.4%) |
| CoreWeave | 64.11 | 128.21 | -59.61 (-31.7%) | ⚪ -73.51 (-39.1%) |
| Palantir Technologies | 115.57 | 231.14 | -6.98 (-2.9%) | ⚪ -20.88 (-8.8%) |
| Abionyx Pharma | 1.85 | 18.50 | -19.90 (-51.8%) | ⚪ -23.88 (-62.2%) |
| NVIDIA | IA / Semi-conducteurs | 180.20 EUR | ^ +0.00% | ⚪ Warren Buffett's Successor, Greg Abel, Has Nearly 30% of Berkshire Hathaway's $3… |
| Microsoft | IA / Cloud | 348.24 EUR | ^ +0.00% | ⚪ Are companies getting a return on investment from AI yet? |
| Coinbase | Crypto / Fintech | 142.30 EUR | ^ +0.00% | ⚪ Coinbase’s Base Blockchain Pivots to Trading and AI After Social Initiatives Sta… |
| LVMH | Luxe / Consommation | 501.60 EUR | ^ +1.17% | ⚪ LVMH (ENXTPA:MC) Stock Looks Fairly Valued On Its 38% Slump |
| TotalEnergies | Energie | 69.40 EUR | v -1.76% | ⚪ Sector Update: Energy Stocks Edge Higher Premarket Thursday |
| Airbus | Aeronautique / Defense | 195.58 EUR | ^ +0.10% | ⚪ Airbus activities generated $8.4 billion in GDP and supported nearly 60,000 jobs… |
📂 Historique des Rapports
| Date | P&L Net | VM | Positions |
|---|---|---|---|
| Chargement… | |||