Presumably because the New York Times reports on the Pentagon's war plans against China, which Musk was apparently briefed on at the Pentagon today.

In a military conflict between the two economic powers USA and China, the first "Line of Contact" would be a digital one: cyber attacks.

And even if only hypothetical scenarios are reported, this will probably already lead to an intensification of the constant mutual cyber attacks. Information is key.

• Cyberark $CYBR (-3 %)
• Palantir Tech $PLTR (-3,71 %)
• Check Point Software Technologies $CHKP (-3,08 %)
• Crowdstrike $CRWD (-3,85 %)
• VeriSign $VRSN (-2,38 %)
• Zscaler $ZS (-3,1 %)
• Okta $OKTA (-2,79 %)
• Cloudflare $NET (-5,89 %)
• Fortinet $FTNT (-2,62 %)
• Cisco Systems $CSCO (-0,01 %)
• Palo Alto Networks $PANW (-2,77 %)
• Akamai Technologies $AKAM (-2,44 %)
• BlackBerry $BB (-4,86 %)
• NetScout Systems $NTCT (-2,19 %)
• CommVault Systems $CVLT (-2,89 %)

Sources:

• The Pentagon set up a briefing for Musk on plans for a potential war with China.
• NYTimes Liveblog: Trump Administration Live Updates: Trump Rejects Idea of Letting Musk See Secret Plans for War With China

#newyorktimes
#china
#usa
#trump
#pentagon
#elonmusk

Akamai Technologies, Inc. $AKAM (-2,44 %) has landed a real coup! A global technology giant has chosen Akamai as its strategic cloud computing provider and will invest more than 100 million dollars in its infrastructure services over several years. 💰

But what does this mean for Akamai and investors? First of all, it shows that Akamai is not only strong in cybersecurity, but is also gaining the trust of large companies as a provider of cloud solutions. The agreement allows customers to use Akamai's extensive services to improve their own infrastructure.

According to COO Adam Karon, today's technology requires complex and reliable cloud services. Which brings us to the question: how important are such strategic partnerships for a company's growth? Could this be Akamai's next big step towards a successful future? Join the discussion! 📈

Which cybersecurity stock do you think has the deepest moat?

I honestly understand the difference between

$AKAM (-2,44 %)
$ZS (-3,1 %)
$NET (-5,89 %)
$CRWD (-3,85 %)
$PANW (-2,77 %)

and $FTNT (-2,62 %) not quite.

I personally opted for Fortinet because its fundamentals look the healthiest.

𝗴𝗲𝘁𝗾𝘂𝗶𝗻 𝗗𝗮𝗶𝗹𝘆 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 𝟬𝟰.𝟬𝟱.𝟮𝟬𝟮𝟮

Hello getquin,

today the quarterly results of Airbnb, Starbucks, Moderna and Uber were presented. We also talk about Meta, oil and Twitter.

𝗗𝗲𝘂𝘁𝘀𝗰𝗵𝗹𝗮𝗻𝗱🇩🇪:

1. 𝘔𝘦𝘵𝘢 𝘴𝘵𝘦𝘩𝘵 𝘷𝘰𝘳 𝘦𝘪𝘯𝘦𝘳 𝘫𝘢𝘩𝘳𝘦𝘭𝘢𝘯𝘨𝘦𝘯 𝘴𝘵𝘳𝘦𝘯𝘨𝘦𝘳𝘦𝘯 𝘒𝘢𝘳𝘵𝘦𝘭𝘭𝘢𝘶𝘧𝘴𝘪𝘤𝘩𝘵 𝘪𝘯 𝘋𝘦𝘶𝘵𝘴𝘤𝘩𝘭𝘢𝘯𝘥

Meta is the next tech giant to fall under a special anti-competitive abuse control regime in Germany. The designation, which is valid for five years, empowers the regulator, the Bundeskartellamt (BKartA), to respond more quickly to competition concerns related to Meta's activities by imposing operational conditions to correct antitrust violations.

🟥 US30303M1027, €198.50 (🔽 -0.85%)

More on Meta and antitrust oversight: https://tcrn.ch/38Pwl9I

𝗘𝘂𝗿𝗼𝗽𝗮🌍:

1. oil𝘭𝘱𝘳𝘦𝘪𝘴𝘦 𝘴𝘵𝘦𝘪𝘨𝘦𝘯

Oil prices jumped Wednesday as the European Union, unveiled plans to phase out imports of Russian crude, offsetting demand concerns from China, the main importer. Brent crude futures rose $3.99, or 3.8%, to $108.96 a barrel. West Texas Intermediate crude futures rose $4.05, or 4%, to $106.46 a barrel.

🟩 Oil price in dollars (Brent) per barrel, $108.93(🔼 +3.35%).

More on the reasons for rising oil prices here: https://reut.rs/3LNNdN0

𝗪𝗲𝗹𝘁🌎🌏🌍:

1. 𝘔𝘶𝘴𝘬 𝘴𝘢𝘨𝘵, 𝘥𝘢𝘴𝘴 𝘜𝘯𝘵𝘦𝘳𝘯𝘦𝘩𝘮𝘦𝘯 𝘶𝘯𝘥 𝘙𝘦𝘨𝘪𝘦𝘳𝘶𝘯𝘨𝘦𝘯 𝘮ö𝘨𝘭𝘪𝘤𝘩𝘦𝘳𝘸𝘦𝘪𝘴𝘦 𝘧ü𝘳 𝘥𝘪𝘦 𝘕𝘶𝘵𝘻𝘶𝘯𝘨 𝘷𝘰𝘯 𝘛𝘸𝘪𝘵𝘵𝘦𝘳 𝘣𝘦𝘻𝘢𝘩𝘭𝘦𝘯 𝘮ü𝘴𝘴𝘦𝘯

Elon Musk has said that businesses and governments will soon have to pay a "small cost" to use Twitter, just weeks after announcing that he plans to buy the social media platform for $44 billion. The tech billionaire, who is also CEO of Tesla and SpaceX, added in a post late Tuesday that the platform will continue to be free for "casual users." It's unclear how much Musk wants to charge businesses and governments, or whether certain groups such as nonprofits and journalists will be exempt from fees.

🟥US90184L1026, PRICE (🔼🔽 -0.93%)

Interested in the consequences? https://cnb.cx/3w70zwY

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻:

$ABNB (-3,79 %)

Apartment rental company Airbnb is making a strong comeback after its business slumped during the Corona crisis. In the first quarter of 2022, revenues grew 70 percent year-on-year to $1.5 billion (€1.4 billion), the company reported after the US close.

LPS: 🟩-0.24$ expected vs -0.01$ reported; variance: +94.23%.

Revenue: 🟩$1.45bn expected vs $1.51bn reported; variance: +3.89%

Source: https://bit.ly/3KCAZoY

$SBUX (-5,5 %) :

Starbucks on Tuesday lifted its fiscal 2022 forecast as covid closures in China hurt international sales. Still, strong demand in the U.S. offset sharp declines in China, and the company's quarterly revenue beat Wall Street estimates. Shares rose 5% in extended trading after the report.

EPS: 🟥 $0.6 expected vs $0.59 reported; variance: -0.88%.

Revenue: 🟩 $7.6 billion expected vs $7.64 billion reported; variance: +0.44%

Source: https://cnb.cx/3KKzSUd

$UBER (-3,44 %) :

Uber reported rising first-quarter revenue on Wednesday. The ride-sharing company said it has recovered from its coronavirus slump and does not need to make "significant" investments to keep drivers on the platform. However, the company also reported a $5.9 billion loss, largely due to the revaluation of investments. Shares fell more than 10% after the stock market opened.

LPS: 🟩$-0.11 expected vs $-0.10 reported; variance: +15.79%.

Revenue: 🟩 $6.1 billion expected vs $6.85 billion reported; variance: +12.31%

Source: https://cnb.cx/3KWxOc1

$MRNA (-4,63 %) :

Moderna sold $5.9 billion of its Covid vaccine in the first quarter, beating revenue and profit expectations. Shares of the biotech company rose more than 7% in premarket trading Wednesday. Moderna maintains its full-year guidance of $21 billion for the Covid vaccine.

EPS: 🟩$5.21 expected vs $8.58 reported; variance: +64.68%.

Sales: 🟩 $4.62 billion expected vs $6.07 billion reported; variance: +12.31%

Source: https://cnb.cx/384Pd4K

𝗦𝘁𝗼𝗰𝗸 𝗼𝗳 𝘁𝗵𝗲 𝗱𝗮𝘆:

🟩 TOP, $SBUX (-5,5 %) Starbucks Corp (🔼+5.45%).

🟥 FLOP, $AKAM (-2,44 %) Akamai Technologies Inc (🔽-11.96%)

🟩 Most searched, $BAS (-3,35 %) BASF SE (🔼+3.38%)

🟩 Most traded, $BAS (-3,35 %) BASF SE (🔼+3.38%)

🟥 S&P500 (🔽-0.42%)

🟥 DAX (🔽-0.17%)

🟩 $BTC (-0,03 %) Bitcoin ₿, $38,775.00 (🔼+2.79%)

FunFact of the day: if you bought Microsoft stock for $100 in 1986, it would be worth about $46,400 today.

What's your take on the quarterly numbers? What do you think of Musk's plan?

What do you think about AKAMAI? They produce digital security and cloud products. Also they have a product against scraper and bots. I think this will become more and more important in the future. They cost websites a lot of resources. What is your opinion about AKAMAI?