Nvidia, Applovin, Molson Coors drink: trend kicker

00:00 Speaker A

Now time for some of today's trend kickers. We observe Nvidia, app Lovin and Molson Coors. First, the trade department, which the United States confirms, will not enforce the global AI chip diffusion rules that come into force on May 15. Chip shares, including Nvidia, are increasing in the news, a Nvidia spokesman that the company welcomes the change. This is separate from curb in China, which the Trump government has retained. According to Bloomberg, the administration plans to pursue individual trade agreements with nations such as Saudi Arabia and the United Arab Emirates. Shares of Nvidia and some of the other SEMIS here that are most affected, you can see how you react and move positively here, at least in front of the market.

00:49 Speaker B

Yes, this is really interesting that we have an insight into the tools in the Toolkit of the Trump administration. Will you follow allies that you could sell chips, such as the United Arab Emirates, who could then turn to China via this second party? So it will be interesting to see. City this morning says that this not only good news on what I just explained, but also because it could be replaced by global license agreements that could ultimately be stricter than the current export controls. In view of the fact that Nvidia had previously criticized this rule from the Biden Administration, we see these shares over 1 and half a percent this morning. Next, the shares of App Lovin Poping After Sales rose in the last quarter and the news that the company will sell its mobile gaming unit. Sales with app Lovin in the first quarter rose by 40% to almost 1 and half a billion dollars compared to the previous year. The company will sell its gaming deal developer, the developer tripledot worth 400 million US dollars and also 20% of tripledot. Only a big step towards the upward trend here in the stock. It has increased almost 17%. If you look at the previous stock performance, you will receive a completely different picture. It is a stock that is up to a decrease of 11% a year and we see a little relaxation. It reached its peak here on Valentine's Day and February in early February and it has dropped considerably since this date. Um, it will be interesting to see if you can restore some of these losses.

02:49 Speaker A

Yes, a few things in the prospects that I see here in particular what you are looking for in the advertising income here to project between $ 1 billion and $ 1.25 billion. In addition, the company expects this growth rate of around 20 to 30% in the long term and really expects part of machine learning and the expansion of the advertising options they offer and on the Internet, which will ultimately strengthen some of these instructions. The company's CEO, which also came out of the income here, and the CEO Adam Frugi that we think we have the best AI model of the best performance advertising that the world has ever seen today. Um, the CFO, essentially lays on and says that the adapted EBITA per employee in your advertising business has risen to around 4 million US dollars every year. That is important here. Um but I think a large part of the Q&A has really focused on what will take place in some apps with which they are also intertwined with each other, and also the BID proposal for Tik Tok here, which is currently a big business that is currently surrounding the name of app Lovins. So we will see how investors continue to monitor them, but this morning around 16, 17%. Finally, the Molson Coors drinksmanie lowers the prospects for the whole year. The shares slipped after the parents of Miller and Coors Beers had announced that they are now expecting a decline in sales of the year compared to the previous year. The stocks have currently dropped by about 5%. The business in which brewing is currently being hit by a little trade uncertainty or fist feasts.

05:26 Speaker B

Yes, the instructions for single -digit growth for both sales and for profit. If you talk about this weaker macro environment that weigh the shares here, you can see that on your screen. But also the CEO, which resigned until the end of this year, another potential headwind for investors. Amy Wu Silverman tells us that investors are currently investing in management teams, not in companies because Molson has pointed out coors here. Uh and it is interesting to hear that they also say that less beer is drunk because concerns about the economic tariffs also see this potential consumer narrative here.

06:19 Speaker A

Yes, there is also a greater kind of generation shift that we have continued to speak to many of these CEOs, whether these are Molson Coors, whether it is constellation brands, and Bill Newlands takes the time to join here quite quarterly. And one of the things he always recognizes is that millennials, gen z, have less a tendency compared to baby boomers compared to gener uh gen X, to drink so much or to consume so much beer. This changes their business models and how they came across new products that they also have to bring onto the market. So this is a continuation of the trend that we are currently pursuing.

07:20 Speaker B

Yes, absolutely. I will recently only quickly mention that the CEO of INBEV spoke to us recently, they talked about how immigrant communities in particular do not gather as often in outdoor spaces, given the administration guidelines and that they also see the cancellation of sales. So only a number of factors that influence some of these names. You can scan this QR code on your screen to track the best and worst implementation shares in the session.