In episode 33, Michelle examines Apple's regulatory challenges in China and the consequent impact on its share price. She moves on to discuss AMD's recent earnings miss, analyzing the reasons behind the resulting drop in its share price. The episode also covers Novo Nordisk's financial update, highlighting profits, sales growth, and developments in its obesity drug pipeline. Lastly, Michelle delves into TotalEnergies' financial results, exploring its dividend policy and future outlook.
(0:00) Apple's regulatory challenges in China and impact on shares
(1:36) AMD's earnings miss leads to share price drop
(2:45) Novo Nordisk's financial update: Profits, sales growth, and obesity drug pipeline
(4:42) TotalEnergies' financial results, dividend policy, and future outlook