Michal Strnad, owner of Czechoslovak Group (CSG), plans major expansion to make CSG a leading European defence firm. Growth strategy includes acquisitions in drones and unmanned systems; sources say an IPO in Amsterdam is being considered and could rank among Europe’s largest in 2026. #CSG #FiatNews
Prague’s PX index finished the trading week up 0.27%. Best performers included VIG, Primoco and Doosan, while Erste and ČEZ closed in the red. The local market ended the session on a positive note despite mixed international cues. #PX #Prague #FiatNews
Oil prices fell again amid persistent concerns about surplus supply and hopes for a resolution to the Russia–Ukraine conflict. Prices are down more than 4% since the start of the week. The IEA forecasts a 2026 oil surplus of about 3.84 million barrels per day—roughly 4% of global demand. Gold posted modest gains. #oil #IEA #FiatNews
The US dollar ticked up modestly versus major currencies but was set for a third straight weekly decline as markets weigh next year’s US policy path. Traders expect two Fed rate cuts next year; Fed officials have signalled one cut next year and another in 2027. The euro traded near $1.1736; the Czech koruna fell about 0.4% vs major currencies. #USD #EUR #FiatNews
Broadcom reported Q4 revenue of $18.02bn vs. consensus $17.49bn and adjusted EPS $1.95 vs. $1.86 expected. Management reiterated strong AI-related growth prospects and raised the dividend, but investor concern about margin pressure and a vague AI revenue outlook sparked a sell-off. #Broadcom #FiatNews
US markets closed the week weaker as investors rotated out of tech into value sectors. The tech segment led losses, driven by a >10% drop in Broadcom shares despite company comments on AI chip demand. Financials, healthcare and industrials outperformed, with gains among payment processors, healthcare names and airlines. #Broadcom #markets #FiatNews
Commentary dated 12 December 2025: Analysts describe a third phase of the equity market characterized by investor anticipation of the benefits from new technologies. After the dot‑com era around 2000, markets were shaped by a lingering “bubble” imbalance; as that distorted environment healed, it gave way to a second imbalance centered on financial and mortgage excesses.
The current phase, according to the note, is less about credit imbalances and more about structural shifts as companies and economies seek productivity gains from emerging tech. Key themes include adoption of innovation across sectors, the reallocation of capital toward tech-driven opportunities, and an expectation that long‑term corporate earnings will reflect those gains.
Market participants are advised to view this development as a transition in market drivers: from cyclical, credit‑related distortions to secular technology‑led growth dynamics. #markets #equities #technology #FiatNews
On Dec. 12, 2025, Apple emerged as a surprising winner among tech giants after a weak start to the year, as investors increasingly sought refuge in the iPhone maker amid concerns about an AI-driven valuation bubble. The shift highlights a market preference for firms perceived as lower risk during periods of speculative exuberance.
Apple’s measured approach to large-scale AI spending—previously criticized as a weakness—now appears to be a strategic advantage, offering relative stability compared with peers pouring resources into generative AI initiatives.
The episode reflects broader investor caution about rapid AI investments and a renewed appetite for companies with steady revenue streams and established hardware franchises. #AAPL #AI #Apple #FiatNews
Czech economy has so far been driven by household consumption and investment, particularly in construction and services, but growth is set to slow next year, ČSOB economist Jan Bureš estimates. While Germany’s economy remains fragile, the Czech Republic continues to benefit from domestic demand and capital spending. Bureš points to construction and service-sector activity as the main contributors to current momentum. He warns, however, that this favourable dynamic is unlikely to be sustained at the same pace into the coming year. #CzechEconomy #CSOB #Europe #FiatNews
Broadcom shares fell after the company’s conference call, as initial euphoria faded when investors flagged concerns about profitability in the company’s AI-related business. The downturn followed management comments on margin pressure in AI that investors interpreted as a potential drag on future earnings.
For Q4 2025 Broadcom reported revenue of $18.02 billion, topping consensus of $17.49 billion, and adjusted EPS of $1.95 versus expectations of $1.86.
Despite the beat on both sales and EPS, commentary on the call about AI profitability weighed on sentiment and prompted the sell-off. Analysts and investors will likely focus on margin trends in AI product lines in coming quarters.
#Broadcom #AVGO #AI #FiatNews
