🌍 Contexte Économique
| Indice | Variation | Cours |
|---|---|---|
| S&P 500 | ▲ +0.42% | 7 575.39 |
| CAC 40 | ▲ +0.11% | 8 348.35 |
| Nikkei 225 | ▼ -1.92% | 67 242.73 |
📉 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
Cathie Wood Is Doubling Down on This AI Stock During the Sell-Off | Nvidia CEO Jensen Huang Said AI's "Most Profound Impact Will Be in Life Sciences." Does This Bet on a Biotech Stock Prov… | CoreWeave Stock Sank 11% After Mark Zuckerberg's Meta Unveiled a Cloud Business Plan
PLTR.US
Zeta Global Eyes AI Infrastructure Shift as Palantir Integration Nears | Palantir CEO has a blunt verdict on OpenAI and Anthropic | Palantir Could Hit a $400 Billion Market Cap by the End of 2027, and Here Is Why Investors Should Pay Attention
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 | 21.36 | 42.72 | +7.18 (+20.2%) | ⚪ +3.20 (+9.0%) |
| Credit Agricole SA | 17.61 | 176.05 | +7.05 (+4.2%) | ⚪ +3.07 (+1.8%) |
| CoreWeave | 77.76 | 155.52 | -32.30 (-17.2%) | ⚪ -46.20 (-24.6%) |
| Palantir Technologies | 110.88 | 221.76 | -16.36 (-6.9%) | ⚪ -30.26 (-12.7%) |
| Abionyx Pharma | 1.89 | 18.90 | -19.50 (-50.8%) | ⚪ -23.48 (-61.1%) |
| NVIDIA | IA / Semi-conducteurs | 184.50 EUR | ^ +0.00% | ⚪ Bloom Energy Is Expanding This Key AI Power Partnership to $25 Billion. Time to … |
| Microsoft | IA / Cloud | 336.79 EUR | ^ +0.00% | ⚪ Ranking the "Magnificent 7" Stocks by Free-Cash-Flow Yield |
| Coinbase | Crypto / Fintech | 139.11 EUR | ^ +0.00% | ⚪ Coinbase's Chief Policy Officer Tells Elizabeth Warren She Has CLARITY Act ‘Exac… |
| LVMH | Luxe / Consommation | 491.40 EUR | ^ +0.31% | ⚪ EXCLUSIVE: LVMH Partners With IFM Fashion School on Research Chair in Science an… |
| TotalEnergies | Energie | 69.59 EUR | ^ +1.77% | ⚪ Agricultural Lubricants Market by Product Type, Category, Farm Equipment, Sales … |
| Airbus | Aeronautique / Defense | 196.28 EUR | v -0.50% | ⚪ SpaceX’s Ambition Is ‘Unlike Anything’ This Analyst Has Ever Seen |
📂 Historique des Rapports
| Date | P&L Net | VM | Positions |
|---|---|---|---|
| Chargement… | |||