After the latest news, should you consider investing in $ORCL (+5,84 %) or $9984 (+11,32 %) to invest?

Netflix with record increase of almost 19 million users + Evotec receives funding from the Korean government + Trump announces AI infrastructure investments + Trump open to Musk's purchase of Tiktok

Netflix $NFLX (-1,9 %)delivers after-hours figures

• Netflix has broken the 300 million user mark after record growth in the past quarter.
• In the quarter with the second season of the South Korean hit series "Squid Game", the company added almost 19 million users, as announced by the company on Tuesday after the US stock exchange closed.
• This was around twice as many as analysts had expected - the video streaming market leader also exceeded Wall Street forecasts for revenue and profit.
• Netflix now has 301.6 million customer households.
• The largest quarterly increase to date was around 15 million at the start of the coronavirus pandemic in 2020.
• However, with the record, Netflix will now stop providing information on the number of users.
• Netflix's revenue rose by 16% year-on-year to 10.2 billion dollars in the past quarter.
• At the bottom line, profit jumped from 938 million dollars a year earlier to 1.87 billion dollars.
• The results were well received by investors: The share price rose by eight percent at times in after-hours trading.

Evotec $EVT (+0,54 %)receives funding from the Korean government to develop novel antibody-based treatments for lung diseases

• Yonsei University, Zymedi and Evotec receive USD 4.5 m from the Korea Institute of Advanced Technology under the Korean Ministry of Trade, Industry and Energy.
• The funding will support a novel collaboration to develop first-in-class therapeutics for the treatment of asthma and idiopathic pulmonary fibrosis

Trump announces AI infrastructure investments led by Oracle $ORCL (+5,84 %), OpenAI and Softbank $9984 (+11,32 %)supported by

• Executives pledged to invest an initial $100 billion and up to $500 billion over the next four years in the project, which will be set up as an independent company
• https://www.cnbc.com/2025/01/21/trump-ai-openai-oracle-softbank.html?irclickid=x7cRozR4exyKT%3ARS-WUlu0FFUksxGHydHx9a1w0&irgwc=1

Trump open to Musk's purchase of Tiktok

• US President Donald Trump has no objections to tech billionaire Elon Musk taking over Tiktok.
• He is open to it if Musk wants to buy the video app, Trump said in the White House in response to a question from journalists.
• He also reiterated that he believes Tiktok should be half-owned by the USA.
• Musk's name had recently been mentioned in media reports.
• The Wall Street Journal and the financial service Bloomberg wrote that the Chinese government was considering the option of selling Tiktok to Musk.
• The tech billionaire and current Trump confidant has considerable business interests in China: the electric car manufacturer Tesla, which he manages, has a large plant in Shanghai.
• Musk could link Tiktok with X Musk already owns the online platform X, which is based on the short messaging service he bought, Twitter.
• He supported Trump's election campaign with more than 200 million dollars and made X an even more important platform for the president and his supporters.
• The clock is ticking for Tiktok in the USA. A US law stipulated that the China-based Tiktok owner Bytedance had to divest itself of Tiktok by last Sunday in order for the app to remain available in the US.
• However, this did not happen and the app was temporarily taken offline at the weekend.
• Trump gives Tiktok more time On Monday, however, Trump issued an executive order that the Department of Justice should not enforce the provisions of the law for 75 days.
• It remains to be seen whether he can do this legally.
• Trump is convinced that he can strike a deal for Tiktok. He argues that Tiktok is worth nothing without the US market and that he is therefore in a strong negotiating position.
• Officially, Tiktok has always rejected a change of ownership.
• Concerns in the US The law - which Trump must also abide by - was triggered by worries that the Chinese government could use Tiktok to gain access to US users' data and manipulate public opinion in the US.
• Tiktok rejects this.
• At the same time, Trump played down the data protection concerns.
• There are bigger problems than information about young Tiktok users falling into Chinese hands, he said on Monday.

Wednesday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks
• Acerinox EUR 0.31
• Dell Technologies Registered USD 0.45

• Quarterly figures / company dates USA / Asia
• 12:25 Johnson & Johnson quarterly figures
• 12:30 GE Vernova quarterly figures
• 12:45 Halliburton | Johnson & Johnson quarterly figures
• 12:55 Procter & Gamble quarterly figures
• 13:00 Travelers Cos quarterly figures
• 13:30 Abbott Laboratories quarterly figures
• 16:00 United Airlines quarterly figures
• 22:10 Alcoa annual results

• Quarterly figures / Company dates Europe
• 08:00 Easyjet quarterly figures
• 17:45 VW Pre Close Call

Economic data

11:00 EU: Government Debt 3Q | Government Deficit 3Q

12:00 DE: Bundesbank, monthly report January

16:00 US: Leading Indicators Index December FORECAST: -0.1% yoy previous: +0.3% yoy

16:15 CH: ECB President Lagarde, participation in dialog on "Beyond Crisis: Unlocking Europe's Potential" at World Economic Forum Davos

19:30 CH: ECB Governing Council member Nagel, participation in panel at World Economic Forum Davos

19:30 DE: President of the Deutsche Bundesbank, Joachim Nagel, participates in a panel discussion at the event "Evening Reception, Frankfurt RheinMain International Marketing of the Region"

SoftBank, Oracle and OpenAI are setting up a joint venture called Stargate and investing $500 billion in AI infrastructure projects in the US over the next four years. I have been very positive about the developments around the SoftBank Group for some time now, as you can see from previous posts. Microsoft, NVIDIA and ARM will also be technology partners in the project.

https://www.handelsblatt.com/technik/ki/usa-openai-softbank-und-oracle-schmieden-kolossales-ki-buendnis/100102415.html

$9984 (+11,32 %)

$ORCL (+5,84 %)

$MSFT (+2,78 %)

$NVDA (+5,75 %)

$ARM (+16,34 %)

$ORCL (+5,84 %)

US-based Oracle is one of a number of major technology companies focusing on the development of virtual assistants that can perform repetitive or difficult tasks with greater autonomy.

Microsoft and Alphabet's Google have also placed agents at the center of their AI strategies.

Unlike the general virtual assistants used by consumers, Oracle's agents are designed to complete specific tasks. Every time a sales representative meets with a customer, they need to update the company's data on the progress of a deal, and the agents can take over this task.

However, some tasks are more complex.

A customer intelligence agent can pull records from all categories of Oracle's enterprise software and create a report for sales teams preparing for business meetings, even if those records are in different languages.

For example, the system can show a US-based sales team that a regular customer in another country has not received its deliveries on time - information that could be helpful in offering concessions to extend a contract.

"Our customers are often brands that you may never have heard of, but are active in the industry. They transport rock and manufacture machinery. They tend to be global," Rob Pinkerton, a senior vice president at Oracle, said in an interview.

"The ability to bring together the data from all the languages that are important to a vendor is very useful." According to Oracle, the features will be available from Tuesday. The company is not charging any additional fees for the new agents.

Due to my own inattention or incompetence, I will liquidate the positions except for gold and BTC.

Why? I only realized today that this taxation of unrealized gains on ETFs is actually coming into force.

In order to replicate the performance of Info Tech and Defense as closely as possible (I still want to exclude Mag 7 and the savings plan options also limit me slightly), I am betting on these stocks (all are equally weighted):

$ORCL (+5,84 %)

$PANW (+1,28 %)

$PLTR (+3,61 %)

$PH (-0,11 %)

$RTX (-1,04 %)

11.12.2024

Teamviewer continues to grow + Oracle's quarterly figures received negatively + IPO of Delivery Hero subsidiary Talabat flops

Teamviewer $TMV (+0,23 %)went shopping again, share plummets.

• The shares slumped by 12.2 percent after an acquisition.
• The software company acquired the London-based company 1E, a specialist for digital workplaces, for 720 million dollars.

Oracle $ORCL (+5,84 %)with quarterly figures from the previous evening, left its biggest competitor SAP $SAP (+1,56 %)cold.

• The SAP competitor's figures were slightly below expectations on both the revenue and earnings side.
• It was mainly analysts' comments that moved share prices.
• Analysts from Jefferies and JPMorgan emphasize that Oracle needs stronger growth in the cloud segment for further share price gains.
• Oracle recorded an increase in sales of just under 9 percent in the second quarter, but missed analysts' expectations in terms of profit and growth.
• The stock recorded a 9% increase in sales to 14.06 billion dollars in the second quarter, missing market expectations of 14.11 billion dollars, according to LSEG.
• Despite robust growth in the cloud segment, Morgan Stanley analysts say the company is under scrutiny for how it can translate strong demand into accelerated revenue and sustained double-digit EPS growth.

IPO of Delivery Hero subsidiary $DHER (-3,63 %)Talabat $TALABATflops

• The IPO of Delivery Hero subsidiary Talabat turned out to be a disappointment on the first day of trading.
• Talabat shares were last listed on the Dubai Stock Exchange with a discount of almost seven percent at 1.49 dirhams (0.38 euros). At the start, it had still looked like a successful debut.
• The Talabat share had initially risen by 7.5 percent.
• The parent company has now also lost ground.
• Shares in Delivery Hero lost 9.6 percent to 32.17 euros around midday.
• The Delivery Hero Group had raised the equivalent of almost two billion euros with the offered 20 percent stake in Talabat.
• Originally, the Berlin-based food delivery service wanted to offer 15 percent of its Middle East subsidiary on the market.
• According to Bloomberg data, the IPO was the largest in the region in 2024. Talabat is active in the United Arab Emirates, Qatar and Egypt, among other countries, and delivers food and everyday items.
• In 2023, the business recorded a gross merchandise value (GMV) of more than five billion euros.
• In the first half of 2024, this figure increased by more than a fifth.
• Of the gross merchandise value, more than six percent remained as operating profit adjusted for special effects (EBITDA margin).

Wednesday: Stock market dates, economic data, quarterly figures

• Quarterly figures / company dates USA / Asia

13:00 Exxon Mobil strategy update

13:00 Exxon Mobil analyst and press conference

22:05 Adobe detailed annual results

• Quarterly figures / Company dates Europe

07:00 Tui | Carl Zeiss Meditec detailed annual results

07:30 Inditex 9-month results | Talanx Capital Markets Day press conference

08:00 British American Tobacco Pre-Close Trading Update Annual Results

09:15 Tui PK

10:00 Metro Annual Press Conference & Capital Markets Update

• Economic data

08:00 DE: Domestic Tourism October

11:00 DE: Federal Government, Cabinet Meeting, Berlin

13:00 US: MBA Mortgage Applications

14:30 US: Consumer Prices November PROGNOSE: +0.3% yoy/+2.7% yoy previous: +0.2% yoy/+2.6% yoy Core Consumer Prices PROGNOSE: +0.3% yoy/+3.3% yoy previous: +0.3% yoy/+3.3% yoy

14:30 US: Real income November

15:45 CA: Bank of Canada (BoC), outcome of the Monetary Policy Council meeting Overnight Rate PROGNOSE: n.a. previously: 3.75%

16:30 US: Crude oil inventory data (week) from the Energy Information Administration (EIA)