Your portfolio weekly news - week 26

Portfolio themes that carried the week

The heaviest flow came from AI infrastructure race, Earnings, capital returns and outlook, Key weekly developments, Contracts, products and demand. META mattered because META was mainly driven by ai infrastructure race, which set the tone for the rest of the week. MSFT mattered because MSFT was mainly driven by ai infrastructure race, which set the tone for the rest of the week. NVD.DE mattered because NVD.DE was mainly driven by ai infrastructure race, which set the tone for the rest of the week.

Names with the strongest constructive flow

META stood out because META was mainly driven by ai infrastructure race, which set the tone for the rest of the week.; MSFT stood out because MSFT was mainly driven by ai infrastructure race, which set the tone for the rest of the week.; NVD.DE stood out because NVD.DE was mainly driven by ai infrastructure race, which set the tone for the rest of the week.; NVDA stood out because NVDA was mainly driven by ai infrastructure race, which set the tone for the rest of the week..

Mixed or secondary signals

PLTR added context through PLTR was mainly driven by contracts, products and demand, which set the tone for the rest of the week.; BRK-A added context through BRK-A was mainly driven by ai infrastructure race, which set the tone for the rest of the week.; NFLX added context through NFLX was mainly driven by contracts, products and demand, which set the tone for the rest of the week.; ASML added context through ASML was mainly driven by ai infrastructure race, which set the tone for the rest of the week..

What to watch next week

META: Meta invests $900M in Cred, Kunal Shah to lead WhatsApp; MSFT: Microsoft Signs 20-Year Power Deal With Chevron Showing How Far AI’s Energy Needs Have Grown; NVD.DE: Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade; NVDA: Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade; PLTR: Exclusive: The AI company powering public safety operations for the 2026 World Cup just raised $250 million; AMZN: Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers.