Bulios: Social investing platform

BLACK

These stocks raised their dividend by more than 25%

Kryštof Jáně · 5h · 14 min read

IBKR ASML DIS

BLACK

PFE

Pfizer moves to shut its penicillin unit in Sicily, cutting a majority of jobs as talks with Italy continue.

36m

Kryštof Jáně @krystofjane 1d

Pressure on $MCD stock isn't letting up!

McDonald's faces a lawsuit in Chicago claiming its AI pricing tool is used for illegal price coordination across thousands of U.S. restaurants.

BLACK

Is Uber a cheap stock or a melting iceberg?

Milan Charvat · 6h · 9 min read

UBER

BLACK

DIS

Disney+ will stream the Super Bowl live for the first time, part of a bigger push to expand ESPN's reach.

Andrei Niculescu @andrei9868 1d

🚧 Another major infrastructure win for $ACM

AECOM has secured a 10-year Program Management Consultant contract for Ontario’s Highway 413 through the 413 Continuity Partners joint venture.

The scale is significant:…

BLACK

5 companies that squeeze unusually high cash from every dollar of revenue

Vojtěch Šplíchal · 10h · 28 min read

FICO NVO LLY

10h

BLACK

PEP

PepsiCo wins temporary court relief in India over energy drink labeling, easing near-term disruption risk.

10h

Investor Bez Kravaty @investorbezkravaty 1d

$MCD 🍔👑 MCDONALD’S AT ~$232: DIVIDEND KING + $120 BILLION REAL-ESTATE GIANT?

Vojtěch Šplíchal @vojtechsplichal 2h

Amazon isn't the cheapest of the Magnificent 7. But it has something that's worth more than a low P/E

Over the past few months, one sentence keeps popping up on social media: Amazon is the cheapest stock of the Magnificent 7. It reads well and shares even better. But the numbers don't add up. Based on estimated P/E, Amazon was only third at the beginning of October. Still, I…

Stevenberg @stevenberg 8h

Do you think $TSM is undervalued?

Is TSM an undervalued stock?

GOOG

Finnish regulators halted work at Google's planned Finland data centre sites pending environmental review.

11h

Kryštof Jáně @krystofjane 12h

And then they say there is no "circular financing" here, or rather an indebted company gets even more into debt so Nvidia can profit.

SpaceX $SPCX wants to borrow $40 billion to buy chips from Nvidia $NVDA.

The financing is to be led by $APO Apollo Global Management. Of the total amount, $10 billion would be bank loans and $30 billion investment-grade bonds. Let's not forget…

BLACK

This boring bleach maker pays a 6.2% dividend and is one year away from the Dividend King title

Milan Charvat · 12h · 9 min read

CLX

12h

BLACK

Flash news

NVDA

SpaceX is reportedly seeking major financing to buy Nvidia AI chips, highlighting demand beyond cloud giants.

15h

CVX

Chevron is restructuring its Bakken midstream contracts, trimming costs and debt despite a one-time hit.

21h

Obyčejný investor @obycejnyinvestor 1d

Micron $MU has over 35% of expected revenue through 2030 covered by contracts!

Micron has delivered another very strong quarter. The company continues to grow rapidly, and high demand for memory remains the main driver of current results.

Beyond the numbers themselves, management disclosed several pieces of information that I consider even more important for the years ahead.…

BLACK

France drags the euro to the bottom. The market now sees what it last saw in the 2011 debt crisis

Milan Charvat · 1d · 8 min read

BLACK

Vojtěch Šplíchal @vojtechsplichal 1d

Brazil voted for a rally. The market bets that Lula will be out in 3 weeks

On Monday, October 5, the Brazilian Ibovespa index gained +7.7% in a single day. For the first time in history, it closed above 200,000 points (206,912). The real strengthened by 4% to 5.00 per dollar. The US ETF on Brazil $EWZ added +12.6%, Petrobras ADR +11.6%, and Itaú ADR +15.4%.

GOOG

Google has gone to trial in London over a mass consumer lawsuit worth more than £ ( ), one the largest Big

BLACK

Will this small biotech survive an aggressive short seller attack?

Milan Charvat · 1d · 9 min read

ADMA

BLACK

Stock that politicians are buying heavily rises 50%

Kryštof Jáně · 1d · 10 min read

AMZN MSFT GOOG

BLACK

Kryštof Jáně @krystofjane 1d

Another interesting IPO on the horizon?

Even though OpenAI won't go public this year and Anthropic desperately needs money, other AI IPOs are being prepared for 2027. And this time it's not a US company.

Chinese AI lab Moonshot AI closed its last private funding round at a valuation of about $50 billion and is heading for a Hong Kong listing. The initial public offering could…

JNJ

RBC lifted its J&J price target, citing pharma strength even as program closures weigh on near-term earnings.

GOOG

Google has contracted for megawatts of power from Constellation Energy in the PJM grid, with new nuclear

BLACK

Nuclear power is back. Constellation could be one of the biggest AI boom winners

Vojtěch Šplíchal · 1d · 26 min read

VST VRT AMZN

BLACK

Kryštof Jáně @krystofjane 1d

Amazon $AMZN is currently trading at its lowest multiple since its 1997 IPO. The stock has risen more than 251,000% since then.

We'll discuss whether this valuation is fair today at 7 PM on our stream: https://www.youtube.com/@Bulios_com/streams

Will this duopoly and the "indestructible" AI toll gate survive the AI revolution?

Milan Charvat · 1d · 9 min read

CDNS SNPS

Will this duopoly and the "indestructible" AI toll gate survive the AI revolution?

BLACK

GOOG

Alphabet is reportedly nearing a major multi-year nuclear power deal with Constellation Energy, sources say.

BRK-B

Berkshire Hathaway boosted its Lennar stake notably, reinforcing its confidence in the homebuilder's outlook.

JPM

JPMorgan is arranging a large leveraged-loan sale for an AI infrastructure borrower at a notably high yield.

Kryštof Jáně @krystofjane 2d

Does bond scaremongering make sense, or is it just a false alarm? Let's finally answer it:

Interest rates like in 1987

On October 19, 1987, the Dow Jones fell 22.6% in a single day. It remains the worst day in Wall Street history. The yield on the ten-year US Treasury is over 5.2%. In February it was around 4.1%. This is exactly what 1987 looked like, when the yield shot up from…