The investor’s weekly point: big blur on customs duties

Spirits Pernod Ricard and Remy Cointreau : While commercial negotiations continue between the United States and the EU, the prospect of a possible exemption for wines and spirits has advanced the actions of the sector.

Delta Air Lines +11.38 %: The American airline reassured investors, reporting on demand for demand in the second quarter, thanks to premium customers.

Air France +10.31 %: The airline benefits from the results published by its competitor Delta Air Lines. Moreover, which report reservations after a net withdrawal in the spring. In addition, the Portuguese government has revived the privatization process of the national company TAP. Meanwhile, Air France-KLM, Lufthansa and Iag are interested.

BMW +9.94 %: The German manufacturer has noted its forecasts thanks to a solid performance in electricity and good resilience to customs duties. investor’s weekly point: big blur Similarly, The situation in China is still delicate, but global deliveries behave well, especially with good performance in Europe. However, BMW outperforms Mercedes and Audi for the moment. Furthermore,

Blackstone +4.43 %: The investment capital company announced a partnership in private credit with the British insurer Legal & General. Similarly, Like Apollo Global Management and Blackrock, Blackstone sees private credit a strategic growth lever.

Bayer +4.37 %: The German laboratory obtains the United Kingdom the first global authorization for non-hormonal treatment of the Vasomotor symptoms of menopause. Nevertheless, He notably demonstrated his ability to reduce hot flashes. At the same time. Bayer submitted to the EMA an authorization request for the Gadoquatrane, an MRI contrast agent at low doses.

AMD +6.17 %: HSBC becomes positive again on the American semiconductor manufacturer. The bank believes that the latest generation of fleas could compete with Nvidia products. investor’s weekly point: big blur and highlights even greater potential with the next innovations to come.

EssilorLuxottica +3.86 %: After long months of waiting, Meta took a 5 % stake in the French manufacturer of glasses. A decision that confirms the strategic partnership between the two groups, especially around connected glasses.

Flops :

WPP -19.73 %: The great player in advertising lowers its annual forecasts after the loss of major customers (March. Coca-Cola, Paramount) and a net slowdown in new contracts. The title has affected a lower since 2009. The restructuring of WPP Media. Additionally, the integration of the AI struggle to convince, while the CEO will leave his functions at the end of 2025 without designated successor. Analysts fear new losses of market share.

Fair Isaac -16.77 %: the supplier of the famous Fico Score which makes it possible to note the solvency of borrowers in. the United States sees its investor’s weekly point: big blur historic model challenged. The company is assigned by two major factors: a restrictive monetary policy which slows down credit. and above all, the authorization of boastful 4.0, a competing tool. But large -scale adoption is still uncertain and Fair Isaac has arguments to defend itself.

Barry Callebaut -9.71 %: the Belgian-Suisse chocolate maker revives its 2025 forecasts for the third time of the year. A new decline in the volumes sold is expected. The group calls into question the historic outbreak of cocoa prize and customs uncertainties, especially in the United States. Restructuring could result in up to 2,500 positions in the world and the abandonment of the cost savings plan.

Autodesk -11.45 %: According to Bloomberg, the specialist in 3D design and modeling software for industrial use would consider buying its competitor PTC.

Kongsberg -10.47 %: The Norwegian engineering group has unveiled very good investor’s weekly point: big blur results for the second quarter, carried by defense activities. But investors expected more, for a richly valued title.

FDJ United -7.37 %: Crédit Agricole Assurances has sold all of its participation in the French specialist in money games. or around 3 % of the capital. An outing that weighed on the title.