Link do transmisji na żywo, zaczynamy już o 21.55: https://www.youtube.com/watch?v=ASsjR4hz418&list=PLBY60jWixs5DaRCnOzDtKxRNL6WPjNtsI&index=3 Komentujemy na żywo razem z Andrzej Stefaniak, Po zamknięciu sesji w USA wyniki poda Broadcom.. więc jest szansa na poprawę nastrojów po wczorajszych wynikach Oracle... Figure 1 - Stopy zwrotu i drawdowny dla największych globalnych spółek AI, w tym oczywiście dla Oracle i Broadcom - licząc od 30 listopada 2022 roku, czyli od momentu

Almost all major US equity indices are at new peaks (S&P 500, Nasdaq 100, SOX Index). Year-to-date the S&P 500 is up 15.47%, the Nasdaq 100 is up 20.68%, and the chipmakers’ SOX Index is up 40.10%! But how have individual AI companies performed this year? Below are the returns for 50 global companies with the largest exposure to AI. For AI companies with market caps above $1 trillion (Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta, Broadcom, TSM, Tesla): The highest return

Seasonality and AI favor equity markets toward year‑end... Goldman Sachs: - The average S&P 500 return from October 20 to December 31 is +4.16% since 1928; - The average NDX return from October 20 to December 31 is +8.48% since 1985. Figure 1 shows returns for the Nasdaq‑100 up to October 20 of each calendar year; in 2025 this is already +19.65%. Since 2009, the October 20–December 31 period produced positive results in every year except 2018. The average return for 2009–2024