🌍 Contexte Économique
| Indice | Variation | Cours |
|---|---|---|
| S&P 500 | ▲ +0.18% | 7 557.03 |
| CAC 40 | ▲ +0.35% | 8 396.41 |
| Nikkei 225 | ▲ +1.49% | 68 751.51 |
📉 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
CoreWeave's Hardware Bet Gets More Complex | NBIS, IREN, CRWV, APLD: Retail Traders Shrug Off AI Pullback, Buy The Dip In Neocloud Stocks | Exclusive-AI cloud company CoreWeave explores Wall Street playbook to hedge memory-chip price risk
PLTR.US
Palantir Stock Climbs After Confirming Q2 Earnings Release | He sold his last company to Palantir. Now he’s betting $32 million that robots can fix construction’s labor crisis | Kognitos Named Sample Vendor in Two Gartner® Hype Cycles as Enterprise AI Shifts from Prompts to Governed Execution
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 | 21.32 | 42.64 | +7.10 (+20.0%) | ⚪ +3.12 (+8.8%) |
| Credit Agricole SA | 17.77 | 177.75 | +8.75 (+5.2%) | ⚪ +4.77 (+2.8%) |
| CoreWeave | 67.59 | 135.19 | -52.63 (-28.0%) | ⚪ -66.53 (-35.4%) |
| Palantir Technologies | 117.76 | 235.52 | -2.60 (-1.1%) | ⚪ -16.50 (-6.9%) |
| Abionyx Pharma | 1.87 | 18.72 | -19.68 (-51.2%) | ⚪ -23.66 (-61.6%) |
| NVIDIA | IA / Semi-conducteurs | 182.87 EUR | ^ +0.00% | ⚪ If I Could Tell All Long-Term Investors 1 Thing About the S&P 500 Right Now, It'… |
| Microsoft | IA / Cloud | 346.05 EUR | ^ +0.00% | ⚪ Citi Finds Microsoft (MSFT) as One of the Top AI Vendors |
| Coinbase | Crypto / Fintech | 142.55 EUR | ^ +0.00% | ⚪ How Time Re-Rates Block Stock's Demanding Price Tag |
| LVMH | Luxe / Consommation | 494.65 EUR | ^ +2.42% | ⚪ Cartier-owner Richemont's sales beat boosts luxury sector |
| TotalEnergies | Energie | 71.02 EUR | v -0.25% | ⚪ OLA Energy Group to Acquire TotalEnergies (TTE) Marketing Ethiopia |
| Airbus | Aeronautique / Defense | 196.64 EUR | ^ +0.36% | ⚪ SES, Airbus and Dutch Municipality of Noordwijk to Build Satellite Optical Groun… |
📂 Historique des Rapports
| Date | P&L Net | VM | Positions |
|---|---|---|---|
| Chargement… | |||