Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
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What Stocks are Saxo clients buying and selling? 18th of February 2025
Saxo
Summary: In this series you will gain the exclusive insight of what Saxo clients are buying and selling week on week. This is not financial advice, Capital at Risk.
Most Bought Stocks:
Alibaba: The stock surged 20% last week, fueled by AI advancements and a strategic partnership with Apple.
D-Wave Quantum: The company announced the availability of on-premises D-Wave Advantage quantum computing systems for research centers, academic institutions, and governments, leading to a 9% stock increase last week.
Robinhood: The company reported a significant rise in quarterly profit, driven by increased trading activity, including crypto, following the election.
Uber Technologies: The stock rose over 18% last month, with several financial institutions maintaining a "Buy" rating.
Gorilla Technology Group: The stock jumped over 70% last month after securing two contracts to deploy AI services in Taiwan.
Kamada Ltd: The company secured a contract to supply Kamrab and Varizig in Latin America from 2025 to 2027, expecting $25 million in revenue.
Most Sold Stocks:
Nvidia: The stock has largely recovered from its low of $116 after Chinese firm DeepSeek introduced a low-cost AI model, raising doubts about aggressive AI chip investments.
DraftKings: Shares rose 26.51% following better-than-expected results and an increased FY25 revenue guidance.
Qualcomm: Despite challenges in the Chinese smartphone market, Qualcomm's Q1 handset revenue grew 13% year-over-year to $7.57 billion, surpassing analyst expectations and showcasing resilience and growth potential.
Quarterly Outlook
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Quarterly Outlook
Commodity Outlook: Commodities rally despite global uncertainty
Ole Hansen
Head of Commodity Strategy
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Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
We are witnessing a once-in-a-lifetime shredding of the global order. As the new order takes shape, ... -
Quarterly Outlook
Asset allocation outlook: From Magnificent 7 to Magnificent 2,645—diversification matters, now more than ever
Jacob Falkencrone
Global Head of Investment Strategy
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Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
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Quarterly Outlook
Equity Outlook: The ride just got rougher
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
China Outlook: The choice between retaliation or de-escalation
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
Commodity Outlook: A bumpy road ahead calls for diversification
Ole Hansen
Head of Commodity Strategy
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Quarterly Outlook
FX outlook: Tariffs drive USD strength, until...?
John J. Hardy
Global Head of Macro Strategy
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Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy