🌍 Contexte Économique
| Indice | Variation | Cours |
|---|---|---|
| S&P 500 | ▲ +0.63% | 7 530.07 |
| CAC 40 | ▲ +0.90% | 8 326.62 |
| Nikkei 225 | ▲ +1.38% | 67 743.85 |
📉 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 renews Heathrow advertising contract for 8 years | VivaTech 2026: JCDecaux unveils “Le Bus Shelter” and the groundbreaking digital experience “Unlimited DOOH” | JCDecaux : Disclosure of transactions in own shares
CRWV.US
CoreWeave Named a Visionary in the 2026 Gartner® Magic Quadrant™ for Cloud AI Infrastructure | AI Demand is Exploding: Why CoreWeave is Well-Positioned to Win | Jim Cramer on Nebius: “The Stock’s Been a Juggernaut”
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…
PLTR.US
Palantir: Khan contract ban will cut Met police jobs | Palantir partnership fails to save Rackspace stock after brutal guidance slash | Rackspace Technology Sees Wider Q2 Adjusted Loss, Lower Revenue; Shares Down
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 | 20.98 | 41.96 | +6.42 (+18.1%) | ⚪ +2.44 (+6.9%) |
| CoreWeave | 80.77 | 161.53 | -26.29 (-14.0%) | ⚪ -40.19 (-21.4%) |
| Credit Agricole SA | 17.43 | 174.25 | +5.25 (+3.1%) | ⚪ +1.27 (+0.8%) |
| Palantir Technologies | 110.69 | 221.37 | -16.75 (-7.0%) | ⚪ -30.65 (-12.9%) |
| Abionyx Pharma | 1.94 | 19.40 | -19.00 (-49.5%) | ⚪ -22.98 (-59.8%) |
| NVIDIA | IA / Semi-conducteurs | 176.68 EUR | ^ +0.00% | ⚪ Why Broadcom Stock Rallied Thursday Morning |
| Microsoft | IA / Cloud | 331.47 EUR | ^ +0.00% | ⚪ Apollo's Sløk: The market faces big risks if hyperscalers' AI profits get delaye… |
| Coinbase | Crypto / Fintech | 139.70 EUR | ^ +0.00% | ⚪ Forget Coinbase and Pivot into IBIT Instead to Save Yourself Headaches and Losse… |
| LVMH | Luxe / Consommation | 492.95 EUR | ^ +0.00% | ⚪ Luxury brands double down on F1 |
| TotalEnergies | Energie | 68.82 EUR | ^ +0.13% | ⚪ ExxonMobil and partners commit $1bn to launch Usan Infill Project |
| Airbus | Aeronautique / Defense | 196.52 EUR | ^ +0.00% | ⚪ Forget The Airlines, The Hidden Monopoly Is Pocketing Your Higher Airfare |
📂 Historique des Rapports
| Date | P&L Net | VM | Positions |
|---|---|---|---|
| Chargement… | |||