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Paniek op fora, Facebookgroepen en Twitter na de daling van maar liefst 4 procent van de MSCI World op vrijdag 2 augustus 2024. Kopen of nog even wachten is de hamvraag die steeds terugkeert en velen trekken zich dit weekend terug om zich t...
Meta kwam gisteravond met uitstekende resultaten, boven verwachting. Als de core business het zo goed doet is de markt makkelijker geneigd de excessieve AI-investeringen te accepteren, wat we zien in de positieve koersreactie nabeurs.
Microsoft kwam met mooie cijfers (omzet en winst boven verwachting) maar Wall Street stuurde het aandeel nabeurs lager omdat het belangrijke cloudsegment onder verwachting presteerde en AI gerelateerde uitgaven worden opgevoerd. Beleggers l...
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