Faut-il profiter du krach historique d'IBM ?

It's an earthquake Wall Street hasn't seen since 1987: IBM's stock plummeted 28% in just two trading sessions following disappointing preliminary results. While the AI ​​craze is driving companies to rush into chips and storage, are they definitively abandoning software? Éric Lewin and Romain Daubry analyze this crash to determine whether it's a historic entry point or a trap to avoid. They also scrutinize TotalEnergies' rebound in the face of oil prices and answer your questions on two hot topics: Parrot and Vusion Group. Market Essentials: 30 minutes a week to decipher the markets: index movements and macroeconomic issues, the latest trends in small and mid-cap stocks, and the gem of the month—a strategic opportunity to seize. Your weekly appointment to stay informed and take action in the markets! Summary: NASDAQ & Tech: Signs of bond market oversaturation with Amazon and SpaceX? IBM: Fundamental and technical analysis of an unprecedented drop in 40 years Energy: Why TotalEnergies remains the best way to play the Brent rise Your Questions: The complete update on Parrot (Defense) and Vusion Group (Walmart-cliff) Key Moments: 00:00 – Introduction: The semiconductor sector in a frenzy and the signs of oversaturation 01:44 – NASDAQ: Analysis of the compression and the spin-off towards software 03:04 – IBM: Deciphering the 28% crash and the "SAS apocalypse" 04:42 – IBM: The chart levels and support to watch when buying 05:59 – TotalEnergies: An ultra-solid stock with a yield exceeding 5% 07:06 – Oil (Brent): Chart analysis and bullish targets towards $96-$98 09:07 – Parrot: The successful pivot in the pro defense drone market (NATO/Finland) 10:25 – Parrot: Symmetrical triangle chart pattern, should you buy? 11:41 – Vusion Group: The impact of the Alpha Value study and the post-Walmart threat 12:57 – Vusion Group: Technical analysis, why you should stay away below €130 13:45 – Summer teaser: 10 stocks to be reviewed next week! 🎁 GIFT: Refer a friend and save on your investments → https://www.boursedirect.fr/fr/offres... 🚀 TO GO FURTHER: Get FREE Stock Market Training: http://bit.ly/4jUlX1c Open your account (Brokerage fees FREE): https://bit.ly/4jRbbZl All our Offers (Free ETFs, reduced brokerage fees…): https://www.boursedirect.fr/fr/bourse... Expert Insights (Make the right choices with professional advice): https://bit.ly/4pOoYkP 📱 FOLLOW US ON SOCIAL MEDIA: Instagram (We make investing easy):   / boursedirect.fr   YouTube (Recommendations from our experts): https://www.youtube.com/@boursedirect... X (Market Alerts): https://x.com/boursedirect TikTok (Learn to Invest):   / boursedirect.fr   LinkedIn (Our News):   / bourse-direct   ⚠️ WARNING: Investing involves risks. This video is for informational purposes only and does not constitute investment advice.