🌍 Contexte Économique
| Indice | Variation | Cours |
|---|---|---|
| S&P 500 | ▲ +0.38% | 7 543.86 |
| CAC 40 | ▼ -0.05% | 8 360.75 |
| Nikkei 225 | ▲ +0.74% | 67 743.50 |
📉 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
Should Nebius and CoreWeave Investors Be Scared by Meta's Latest Plans? | Can Nebius' Four-Pronged Strategy Create the Next AI Hyperscaler? | Why these two earnings reports could be "tone-setting" for the chip sector
PLTR.US
Meta Vs. Palantir: Meta Platforms’ Deep Value Moats Crush Palantir’s Hyper-Inflatated Multiple | Alex Karp Thinks AI’s Irresponsibly Oversold, Critiques OpenAI and Anthropic — Is He Right? | Software Stocks, IT Services Firms Pummeled Amid IBM's Q2 Earnings Miss
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 | 21.22 | 42.44 | +6.90 (+19.4%) | ⚪ +2.92 (+8.2%) |
| Credit Agricole SA | 17.79 | 177.85 | +8.85 (+5.2%) | ⚪ +4.87 (+2.9%) |
| CoreWeave | 71.78 | 143.56 | -44.26 (-23.6%) | ⚪ -58.16 (-31.0%) |
| Palantir Technologies | 116.13 | 232.25 | -5.87 (-2.5%) | ⚪ -19.77 (-8.3%) |
| Abionyx Pharma | 1.87 | 18.66 | -19.74 (-51.4%) | ⚪ -23.72 (-61.8%) |
| NVIDIA | IA / Semi-conducteurs | 181.64 EUR | ^ +0.00% | ⚪ Buying TSMC Stock Before July 16 Just Became a No-Brainer Due to This Massive Ne… |
| Microsoft | IA / Cloud | 337.23 EUR | ^ +0.00% | ⚪ IBM stock plummets more than 25% on Q2 earnings warning |
| Coinbase | Crypto / Fintech | 138.12 EUR | ^ +0.00% | ⚪ CleanSpark Lands First HPC Lease Worth Nearly $7 Bil. Bitcoin Leads CPI-Fueled C… |
| LVMH | Luxe / Consommation | 482.90 EUR | v -1.75% | ⚪ EXCLUSIVE: LVMH Partners With IFM Fashion School on Research Chair in Science an… |
| TotalEnergies | Energie | 71.10 EUR | ^ +0.97% | ⚪ TotalEnergies secures $502m for 789MW battery projects in Germany |
| Airbus | Aeronautique / Defense | 195.12 EUR | v -0.08% | ⚪ Frontier Airlines to add Starlink internet on planes starting 2027 |
📂 Historique des Rapports
| Date | P&L Net | VM | Positions |
|---|---|---|---|
| Chargement… | |||