The investor’s weekly point: the time of truth for Nvidia

Tops :

Dayforce +30.86 %: The HR software provider announces in advanced discussions for a buyout by the Thoma Bravo Investment Capital Fund. Consequently, based on a price of $ 70 per share.

Vestas +19.9 %: the world number one of the wind power benefits. Similarly, like the whole sector, from a new more clear and above all more favorable American tax framework, especially on tax credits.

Novo Nordisk +11.66 %: The Danish group tries to get their heads out of the water on the stock market thanks to several good news. Furthermore, including the green light from the FDA for the Wegovy and the treatment of metabolic steatohepatitis (Mash).

Palo Alto Networks +4.96 %: The company posted solid results in the fourth quarter. 2026 forecasts higher than expectations, reassuring investors on the solidity of growth despite the acquisition investor’s weekly point: time truth of Cyberark for 25 billion.

UnitedHealth +1.12 %: the contribution of $ 1.57 billion from Berkshire Hathaway to United has boosted the title. A typical investment of Warren Buffett, which is used to buying quality companies temporarily abandoned by the market.

Flops :

WH Smith -34.23 %: the British bookstore. kiosks chain revises its annual forecasts after an external audit has discovered a overestimation of its results in North America, its second market. However, the title limited its losses at the end of the week.

CTS Eventim -16.59 %: the European leader in ticket office and the organization of events suffers after the publication of its half -yearly results. The group faces an increase in its costs. linked to the macroeconomic context and the additional costs of integration of its recent acquisitions. The EBITDA stands 23% under the analysts’ forecasts.

Palantir -10.4 %: the action fell this week. erasing its investor’s weekly point: time truth recent records despite solid results and growth carried by AI, investors worrying about valuations deemed excessive compared to other technological giants.

Alcon -6.72 %: the ophthalmology specialist lowers his forecasts for the second time of the year. Well positioned on its market. the group still suffers from a gloomy context for ophthalmic surgery and the impact of customs duties this quarter.

Walmart -3.17 %: For the first time in 13 quarters, the distribution giant published a profit per share lower than expectations. A habit broken due to exceptional costs.

Applied Materials +0.45 %: The company publishes very disappointing forecasts for the fourth quarter, despite a third quarter better than expected. Management has pointed out the volatility of demand in China, the foundry calendar and an uncertain macroeconomic environment.