At the beginning of the week, shares of pharmaceutical giant AstraZeneca rose by 1.5%* on the London Stock Exchange. The reason? It was a reaction to the planned transfer of trading from Nasdaq via American Depositary Receipts directly to the New York Stock Exchange (NYSE). In response, investors in Europe began to wonder: “What would such a move mean for my portfolio?”

The tech world was rocked by the news of a groundbreaking alliance between Nvidia, currently the most valuable company in the world, and Intel, the historically iconic chip manufacturer. From an investment perspective, this is a collaboration that has the potential to significantly strengthen the intrinsic value of both companies by expanding their product portfolios into highly promising areas.[1]

Most recently among the technology giants, Broadcom released its quarterly results, confirming that it undoubtedly belongs among the main winners of the artificial intelligence era. Last year, due to tax obligations stemming from the transfer of intellectual property to the U.S., the company recorded a significant one-off loss, but it has once again managed to return to high profitability – something that pleased investors as well. After the results were published, the stock rose by 16%.*

During the second quarter, Google once again proved why it ranks among the technological leaders. With economic results that not only exceeded analysts' expectations, but above all showed the ability to move forward even in an extremely competitive environment, the company continues to represent a promising player in the investment portfolio in the eye of investors. In addition, the stock price is still below the absolute high, which is a much better entry into the market than in the case of stocks that are at their peak.*