... optimism surrounding Microsoft. Given these metrics, MSFT shares reached new all-time highs in 2025. However, institutional investors maintain caution due to the high valuation (Microsoft's P/E is at multi-year highs) and the overall concentration of capital among a few tech giants. Nonetheless, fundamentally, Microsoft remains one of the most solid and rapidly growing representatives of the “seven,” which mitigates the pessimism. Hedge funds have reduced their MSFT holdings, but not as aggressively ...

... таргет до 3250 пенсов при рекомендации «покупать». Таким образом, аналитики видят потенциал роста Shell примерно на 30% от нынешних котировок. RBC Capital: занимает более осторожную позицию по BP. В апреле RBC понизил прогноз по BP с 480 до 450 пенсов и присвоил рейтинг «Sector Perform» (то есть на уровне ...

... subsidies for electric vehicles in the US and intensifying competition. These statements heightened concerns about Tesla's future growth rates. Following the report’s release, the company's shares fell by over 8%, and year-to-date, Tesla's market capitalization has decreased by approximately a quarter, reflecting investor caution in the EV (Electric Vehicles) sector. Intel – The semiconductor industry continues to face difficulties, as evidenced by the report from the largest American chipmaker....

... reducing tariffs and increasing energy supplies from the U.S. to Europe. The energy component of the agreement is beneficial for both sides: the EU receives additional guarantees of stable gas and oil supplies, while the U.S. gains market expansion and capital inflow through increased exports. This positive trade signal has bolstered market confidence in the sustainability of future demand for energy resources. Concurrently, the U.S. administration continues to ramp up pressure on Moscow. President ...

... understanding to reduce duties and increase energy supplies from the U.S. to Europe. The energy component of the deal benefits both sides: the EU gains additional guarantees of stable gas and oil supplies, while the U.S. expands its markets and attracts capital through increased exports. This positive signal has strengthened market confidence in the resilience of future energy resource demand. At the same time, the U.S. administration is ramping up pressure on Moscow. At the end of July, President Trump ...