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The earnings season has moved to the point where tech giants began to report their changes for the past quarter. The attention of investors has undoubtedly been focused on them, and from our point of view, we can see the most fundamental shift in the case of Microsoft. In addition, solid quarterly numbers combined with the reaction of the share price point to something that many investors have been very keen on lately. What exactly do we mean?

Mondelez, whose sweet products are beloved by many customers, entered 2025 with mixed financial results. Its revenues were saved by another price hike, but at the expense of lower sales, which significantly reduced its profitability. Several factors contributed to this situation, with the most important being the record price of cocoa. Further developments are complicated by the White House's decisions regarding customs policy.

The earnings season is in full swing, with many key players reporting their quarterly results, with Alphabet, Google's parent company, receiving the latest attention from investors. The numbers indicate one thing. The current market environment, which is significantly influenced by the broader trend of capital market correction, creates space for investors to think. What to buy and where to redirect capital for the next period? Alpabet's results can help you solve this dilemma.

The latest earnings season of the Magnificent Seven was once again kicked off by Tesla, but its weak results highlight the ongoing pressure the company is facing. It reported a significant decline in several financial indicators with an uncertain outlook, yet it maintains a strong vision for the future. Moreover, Elon Musk is planning to return to business and spend less time on politics, which has encouraged investors — will he keep his promise?

Taiwan Semiconductor Manufacturing Company (TSMC), the Taiwanese chipmaker, entered 2025 with significant fundamental strength. This assertion is primarily supported by their first-quarter results, which exceeded expectations, although following that, the stock price slightly declined. The reason? The well-known geopolitical risks related to the US trade policy. However, we believe it’s crucial to consider the broader context, which we will, of course, analyse.