Tommy Douziech

Datadog, the cloud outsider, joins the ranks of the giants

As the world continues to shift deeper into the virtualization of its activities, companies are moving rapidly toward digitalization. Cloud computing, hybrid infrastructures, connected applications, distributed architectures: these are the technological building blocks that now form the invisible backbone of modern businesses. But a challenge is emerging alongside this: that of monitoring, analyzing, and controlling this rapidly growing IT complexity.

July 08, 2025 at 08:21 pm IST

CoreWeave, the AI hyperscaler challenging the cloud giants

CoreWeave's story reads like a whirlwind turnaround. Founded in 2017 in New Jersey by three former commodity traders, the company started out as Atlantic Crypto, an Ethereum mining operation that leveraged the computing power of graphics cards. But the cryptocurrency crash in 2018 forced its founders to reorient their business. Rather than liquidate their assets, they decided to leverage them in a different way: CoreWeave was born, a company specializing in high-performance cloud infrastructure with an exclusive focus on artificial intelligence (AI). It was a visionary move, given that the explosion in demand for computing power linked to the rise of giant language models would not occur until a few years later. Today, CoreWeave has become an essential pillar of the global AI ecosystem, capable of competing with the historic hyperscalers in a niche but strategic segment.

July 04, 2025 at 02:17 pm IST

New purchases in the European Investor portfolio

We are making two new transactions in MarketScreener's European Investor portfolio.

July 03, 2025 at 02:39 pm IST

Defensive sectors at a crossroads: a historic discount that could reverse

In 2025, defensive sectors such as healthcare, consumer staples and utilities are trading at a significant discount to the rest of the market, and particularly relative to the S&P 500. While this may be a cause for concern for some investors, it could represent a strategic opportunity in the medium-to-long term.

June 26, 2025 at 08:25 pm IST

What if Wall Street's favorite indicator was causing you to lose money?

The ISM (Institute for Supply Management) PMI manufacturing index is a key indicator of economic activity in the United States. It is based on a monthly survey of industrial executives covering several components such as production, new orders, delivery times, inventories, prices, and employment. The responses are aggregated into an overall index, which provides an assessment of the manufacturing sector's momentum and helps guide short- and long-term economic forecasts.

June 25, 2025 at 07:20 pm IST

New purchase in the Asia Investor portfolio

We are proceeding with a new transaction in MarketScreener's Asia Investor portfolio.

June 12, 2025 at 03:12 pm IST

New entry in US Investor portfolio

We're carrying a new transaction in MarketScreener's US Investor portfolio.

June 11, 2025 at 01:05 pm IST

The latest transactions by star managers

Each quarter, the top-ranked US fund managers publish their latest portfolio moves. This article is based on the 13F filings published each quarter on the SEC (Securities and Exchange Commission) website. These quarterly reports list the assets under management of investment managers or listed holding companies with control over more than $100m in assets and which hold so-called "long" US positions. Form 13F thus covers Registered Investment Advisers (RIA), banks, insurance companies, hedge funds, trust companies, pension funds and mutual funds. This report is published no later than 45 days after the end of the quarter in question. This form only includes US or foreign positions listed in the US. Here is an analysis of the latest moves in the first quarter of 2025 by legendary investors such as Warren Buffett, Terry Smith, Daniel Loeb, Chuck Akre, David Tepper, Howard Marks, Pat Dorsey, Seth Klarman, Bill Ackman, Mohnish Pabrai, and François Rochon.

May 16, 2025 at 08:14 pm IST

Beauty, data, and growth: Oddity Tech's winning formula

Oddity Tech, Israel's rising star in the digital beauty sector, released its Q1 2025 financial results on Tuesday evening, significantly beating the consensus and confirming its status as a pioneer in integrating technology into the cosmetics experience. Thanks to a direct-to-consumer (D2C) strategy and smart use of data, the company is delivering performance that continues to impress the markets.

May 15, 2025 at 07:05 pm IST

New purchases in the Asia Investor portfolio

We have made two new transactions in MarketScreener's Asia Investor portfolio.

May 14, 2025 at 02:42 pm IST

Thank you, Mr. Buffett

On May 4, 2025, in the peaceful city of Omaha, which has become an annual sanctuary for investors from around the world, Warren Buffett, the icon of global finance, surprised his audience by announcing that he was stepping down as CEO of Berkshire Hathaway.

May 09, 2025 at 02:16 pm IST

Faes Farma: Accelerated change

Founded over 90 years ago in Spain, Faes Farma is a pharmaceutical company built on sustainable growth, strong profitability, and strategic diversification. Today, it operates in more than 130 countries and focuses on three main areas: human health, animal nutrition, and pharmaceutical research. The company has become a key player in the healthcare sector across Europe and several emerging markets. By adding Faes Farma to our European Investor portfolio, we are backing the new management team's ability to deliver on its 2030 ambitions. We believe the market is underestimating the company's growth potential — and here’s why.

May 06, 2025 at 01:07 am IST

Pop Mart: a success story in the making

On September 3, 2024, we decided to add Pop Mart International (HKG:9992) to our Asia Investor portfolio at MarketScreener. Eight months later, the decision has proven to be very fruitful: the stock now shows a capital gain of 325%. Let's take a look back at the reasons behind this investment, which today confirm its relevance.

May 06, 2025 at 12:59 am IST

A look at the markets via charts

In this section, we present a selection of charts to help you follow developments in the economy and financial markets. These charts are selected to help you better understand trends and fluctuations in key areas. The charts are accompanied by commentary and may cover a variety of topics, such as interest rate or currency movements, commodity price trends, economic activity in different countries or sectors, index movements, changes in company fundamentals, and much more.

April 22, 2025 at 08:46 pm IST

Tesla stumbles again: inflated sales figures, SUV delays and a distracted CEO send shares plummeting

Wall Street has spoken, and it's not flattering. On Monday, Tesla's stock fell (at the time of writing) by 7%, adding a new twist to Elon Musk's stockmarket soap opera. This time, the debacle isn't the result of an unfortunate tweet or a promise of robotaxis sent into space, but rather a hard-to-digest cocktail of class action lawsuits, discounted SUVs… and a CEO who's a little too busy "reforming" Washington.

April 22, 2025 at 03:44 pm IST

Easter under high tension: rabbits, eggs… and a trade war

While millions of families worldwide celebrated the Easter weekend in the mild spring weather, the world's economic and financial leaders gathered in a much stormier atmosphere. Far from chocolate and church bells, the spring meeting of the IMF and the World Bank opened in Washington amid an unprecedented geopolitical battle and a trade crisis that some are already calling worse than that of the last century.

April 22, 2025 at 03:13 pm IST

TSMC: Strategic expansion under geopolitical pressure

After unveiling its Q1 2025 results, Taiwan Semiconductor Manufacturing Company (TSMC) has once again demonstrated its ability to combine operational performance, leading technological positioning and the strategic management of headwinds. While the structural momentum of artificial intelligence continues to support its medium-term outlook, the Taiwanese group must nevertheless contend with a complex geopolitical environment and more heterogeneous demand in its traditional markets.

April 22, 2025 at 03:06 pm IST

Imagine how much simpler the stockmarket would be if investors had no emotions

Richard Feynman, physicist of genius and iconoclastic thinker, once uttered this formula as elegant as it was powerful: "Imagine how much more difficult physics would be if electrons had feelings." In one sentence, he pointed to one of the pillars of science: the predictability offered by immutable laws, applied to entities devoid of subjectivity.

April 11, 2025 at 08:11 pm IST

New entry in USA portfolio

We have executed a new transaction in MarketScreener's USA portfolio.

April 08, 2025 at 07:40 pm IST

How do you reallocate your portfolio following Trump's tariffs?

On April 2, 2025, US President Donald Trump announced a series of unprecedented tariff measures, affecting both allies and rivals of the United States. These decisions led to turmoil on the financial markets. The announcements are seen as a burden for America and a blow to the world. Wall Street seemed particularly affected, suggesting concerns about the potential impact on the US economy. In this article, we look at sectors to avoid and stocks to favor, both in Europe and the US.

April 04, 2025 at 02:59 pm IST

End of Momentum Picks selection: A strategic decision

After careful consideration and strategic analysis of our services, we have decided to discontinue Momentum Picks, our quarterly stock selection.

April 01, 2025 at 07:18 pm IST