Home Gaming PODCAST: We’re doing the session again: "Le match STMicroelectronics vs Nvidia"

PODCAST: We’re doing the session again: "Le match STMicroelectronics vs Nvidia"

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This Friday, May 22, John Plassard, partner and head of investment strategy at Cité Gestion; Jean-François Bay, director of BoursoFirst; Mathieu Berthaud, CEO of MonPartenairepatrimoine.com; Christophe Pouchoy, Tech Manager at Financière de l’Echiquier; Esteban Tesson, Zonebourse Journalist; Antoine Larigaudrie, BFM Business journalist; Benjamin Schapiro, CEO of UBP Asset Management (France); Kevin Thozet, member of the Carmignac investment committee; Gilles Santacreu, algorithmic trader and administrator of the Boursikoter.com site; Maxime Le Juez, manager GSD Gestion, and Julien Marion, BFM Bourse journalist, were guests of the BFM Bourse show presented by Guillaume Sommerer. BFM Bourse can be seen or listened to from Monday to Friday on BFM Business.

This Friday, May 22, Antoine Larigaudrie, BFM Business journalist; Benjamin Schapiro, CEO of UBP Asset Management (France); Kevin Thozet, member of the Carmignac investment committee; Gilles Santacreu, algorithmic trader and administrator of the Boursikoter.com site; Maxime Le Juez, manager GSD Gestion, and Julien Marion, BFM Bourse journalist, were guests of the BFM Bourse show presented by Guillaume Sommerer. BFM Bourse can be seen or listened to from Monday to Friday on BFM Business.

This Friday, May 22, Kevin Thozet, member of the Carmignac investment committee, and Benjamin Schapiro, CEO of UBP Asset Management (France) (Union Bancaire Gestion Institutionnelle SAS), were guests of the BFM Bourse show presented by Guillaume Sommerer. BFM Bourse can be seen or listened to from Monday to Friday on BFM Business.

This Friday, May 22, Kevin Thozet, member of the Carmignac investment committee, and Benjamin Schapiro, CEO of UBP Asset Management (France) (Union Bancaire Gestion Institutionnelle SAS), were guests of the BFM Bourse show presented by Guillaume Sommerer. BFM Bourse can be seen or listened to from Monday to Friday on BFM Business.

This Friday, May 22, Maxime Le Juez, manager GSD Gestion, Mathieu Berthaud, CEO of MonPartenairepatrimoine.com, Christophe Pouchy, Tech manager of Financière de l’Echiquier, Esteban Tesson, journalist from Zonebourse, and Gilles Santacreu, algorithmic trader and administrator of the Boursikoter.com site, were the guests of the BFM Bourse show presented by Guillaume Sommerer. BFM Bourse can be seen or listened to from Monday to Friday on BFM Business.

This Friday, May 22, Christophe Pouchy, Tech manager of Financière de l’Echiquier, Esteban Tesson, journalist from Zonebourse, and Gilles Santacreu, algorithmic trader and administrator of the site Boursikoter.com, looked at the results of Nvidia which were higher than expectations, ARM propelled on the stock market by Nvidia, Anthropic on the verge of posting its first quarterly profit, SpaceX’s total market of $28.5 trillion, the exorbitant cost of AI infrastructure for the bank between 2026 and 2031, the thunderous stock market debut of Cerebras Systems, the records of the Nasdaq index, and the falling potential of Charter communication stock, in the BFM Bourse program presented by Guillaume Sommerer. BFM Bourse can be seen or listened to from Monday to Friday on BFM Business.

This Friday, May 22, Maxime Le Juez, manager of GSD Gestion, looked at the outperformance of Europe compared to the United States, the rebound of Stellantis on the markets, the place of Europe in the field of tech and AI, the reasons for the increase in Carrefour shares since the start of 2026, and the end of the Estée Lauder agreement with Puig, in the semiconductor sector in the BFM Bourse show presented by Guillaume Sommerer. BFM Bourse can be seen or listened to from Monday to Friday on BFM Business.

This Friday, May 22, Mathieu Berthaud, CEO of MonPartenairepatrimoine.com, looked at diversification as a basis for investing well in the stock market, in the BFM Bourse program presented by Guillaume Sommerer. BFM Bourse can be seen or listened to from Monday to Friday on BFM Business.

This Friday, May 22, Jean-François Bay, director of Boursofirst, answered the question “How to benefit from monetary ETFs?” in the Culture ETF column presented by Gwendal Daubresse-Chasle. BFM Bourse can be seen or listened to from Monday to Friday on BFM Business.