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Latest Analyses(7)

Opening Bell: Cisco Systems, Applied Materials, Nvidia, Cerebras Systems, Doximity
DER AKTIONÄR TV|15. Mai

Opening Bell: Cisco Systems, Applied Materials, Nvidia, Cerebras Systems, Doximity

📉 DAX Pullback and Tech Profit-Taking Weigh on Markets

This week, stock markets were characterized by profit-taking, especially in the technology sector. The DAX fell by over 2% and slipped below the 24,000-point mark. Rising oil prices (over $108 per barrel for Brent) and ongoing geopolitical tensions (Iraq war) also weighed on sentiment. US futures were negative, with the NASDAQ Future down 1.7%, indicating a cooling of the tech bubble.

💻 Cisco Systems: Strong Earnings, But Job Cuts
  • Results: Cisco beat expectations with revenue of $14.84 billion (+12% YoY) and adjusted EPS of $1.6. Guidance for Q4 was raised (EPS: $16-$18; Revenue: $16.7-$16.9 billion).
  • Driver: Networking business grew over 50%, fueled by AI infrastructure. Cisco is establishing itself as a key AI partner.
  • Downside: 4,000 jobs will be cut to invest in AI.
  • Stock Reaction: The stock jumped 13% to an all-time high but is down 2.7% pre-market (profit-taking).
🔬 Applied Materials: Record Results, but Pre-Market Weakness
  • Results: Applied Materials reported record revenue of $7.91 billion (+11% YoY) and record EPS of $3.51. Gross margin was nearly 50%.
  • Outlook: The guidance was significantly raised by over 30% (previous: over 20%). This is unusually optimistic for the company.
  • Stock Reaction: Initial reaction was euphoric, but pre-market today shows a 2.2% decline, driven by overall tech weakness and profit-taking.
🇨🇳 Nvidia: China Business – Hope for Now
  • Event: Jensen Huang traveled to China with Donald Trump. It was announced that ten Chinese companies (including Alibaba, Tencent) can buy Nvidia's H200 chips (75,000 chips each).
  • Potential: The volume is in the double-digit billions, but orders are still pending. Beijing has previously been restrictive, banning chip purchases from Nvidia.
  • Risk: Donald Trump could change his mind at any time.
  • Stock Reaction: The stock rose 4.4% yesterday but is down 3% today.
🚀 IPO of CBS Systems: Spectacular Debut
  • IPO Details: CBS Systems, a Nvidia competitor in AI chips (Wafer Scale Engines), went public at $185 (expected: $150-$160). First trade was $350, closing at $311 (+68%).
  • Scale: Issue volume of $5.5 billion with 30 million shares. Valuation surged from $8 billion (8 months ago) to $107 billion after the first trading day.
  • Customers: Open AI and AWS (Amazon).
  • Current Reaction: Pre-market today -2.6%, which is manageable compared to yesterday's gains.
📉 Docity: Disappointing Guidance Causes Plunge
  • Business Model: LinkedIn for the medical industry (advertising, recruiting).
  • Results: Free cash flow rose 19%, annual revenue 13%. The outlook was disappointing: For the new fiscal year 2026/27, only 3-5% revenue growth is expected, slowing to +5% in Q4.
  • Management Change: New CFO and new President.
  • Stock Reaction: The stock crashed 23%, one of the worst reactions of the season. Pre-market today shows another -2%.

Conclusion: The week was marked by a general tech cooldown and profit-taking, despite strong fundamentals for many companies. The CBS Systems IPO was the highlight, while Docity's growth story faltered.

SOURCE