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BLACK

France's cheapest bank sector valuation. Does Société Générale still deserve its low price?

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GOOG
52m
Google backs German fusion startup Proxima Fusion, its first such European bet amid rising AI power needs.
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Bulios 2.0 is now available to everyone! 🟢

It's not perfect, we still have a lot of work ahead, but we wanted to show the whole community which direction Bulios will take in the coming months.

A much clearer feed, improved analyses, and StockBot as the heart of the platform and an easy way to get information. That's a small taste of what's to come.…

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BLACK

6 companies with ROE above 100%

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MU
1h
Phillip Securities raised its price target on Micron Technology to from while keeping a Buy rating, a increase
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Big Tech bosses are changing their tune on AI and jobs.

A year ago, the heads of the biggest tech companies warned that AI would wipe out millions of jobs. Dario Amodei talked about half of unskilled positions disappearing within a few years. Sam Altman predicted labor market upheavals unlike anything we've seen in a long time. The market mood was apocalyptic, and most…

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BLACK

Dividend up to 6%, market dominance and a $10 billion acquisition

1d
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MU
2h
Micron shares dropped in Tuesday trading as a broad memory-chip selloff hit the sector after Samsung released
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Uber and Waymo end robotaxi pilot in Phoenix: But it’s not a loss for either

Uber $UBER and Waymo (a subsidiary of Alphabet $GOOG) have confirmed the end of their joint robotaxi pilot program in Phoenix. Neither company is framing it as a failure, but rather as a “graduation” – it was an intentionally limited deployment of roughly a dozen vehicles that helped quickly launch…

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AMZN
2h
Amazon is issuing a large multi-tranche bond sale to help fund its rising AI infrastructure spending.
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TSLA
3h
RBC lifted its Tesla price target, citing a possible SpaceX combination rather than a shift in operations.
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LMT
6h
Lockheed Martin and Rheinmetall plan joint ATACMS missile production in Germany, backed by both governments.
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MU
7h
Micron faces a new antitrust lawsuit alleging DRAM price manipulation alongside two other major chipmakers.
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MSFT
7h
Microsoft brings Anthropic's Claude models to Azure via Foundry, broadening its enterprise AI lineup.
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META
7h
Somalia and India push back on WhatsApp's new username feature over fraud and security fears.
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JPM
11h
JPMorgan sharply lowered its gold price targets, marking a notable reversal from its earlier bullish outlook.
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NVDA
11h
Chinese companies are shifting away from Nvidia's advanced AI accelerators toward domestic chipmakers
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META
11h
Four states seek a massive penalty from Meta over alleged addictive design of Instagram and Facebook.
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AAPL
19h
Apple has expanded its custom chip partnership with Broadcom, extending the deal through.
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MU
19h
Micron Technology has signed a long-term supply agreement with Ford Motor to secure memory and storage chips
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MSFT
19h
Microsoft is cutting jobs and divesting studios at Xbox as it restructures gaming to fix weak margins.
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LMT
1d
Lockheed Martin has agreed acquire Ultra Maritime, a naval defense business owned by private equity firm
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EasyJet capitulates after months of rejection to $7.3 billion bid

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Volkswagen $VOW3.DE is in really bad shape. The company is reportedly going to lay off up to 100,000 people and close several factories.

However, problems have been dragging on for the company for the past few years. I wonder if anyone bought shares or is still holding them, hoping for a turnaround.

Do you have Volkswagen shares in your portfolio?

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BLACK

Rheinmetall After a 45% Drop: Berlin Sinks Frigates and the Market Buries the Defense Champion. Rightly So?

1d
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NVDA
1d
Nvidia's next-gen Kyber rack system faces a lengthy delay, raising doubts about its rapid AI hardware pace.
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BABA
1d
Alibaba is shutting down humanlike AI companion features on Qwen ahead of new Chinese AI regulations.
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BABA
1d
A judge granted Alibaba temporary relief from a US rule that barred its Washington lobbyists, pending review.
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A stock-market sell-off? What is it?

Of course, it's an exaggeration, but when we look at stock performance over the last quarter, we aren't far from the truth.

We discussed what could happen next in the markets after the best quarter in 6 years in this video👇

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