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META Negative news S&P lowers its outlook on Meta, warning that soaring AI spending is straining its credit profile. 9h
GOOG Positive news Google reportedly in early talks with the Pentagon on data security for the Golden Dome defense program. 10h
CVX Negative news Chevron reported third-quarter earnings, or per share, while adjusted earnings came in at, or per share. 10h
AAPL Negative news Apple retook the title of world's most valuable company as Nvidia fell harder amid AI spending worries. 11h
AMZN Positive news AWS growth accelerated sharply again, with Amazon pointing to surging AI demand fueling its outlook. 14h

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RI
 RB Investor @rbinvestor 12h

A clue as to why MSFT isn’t taking as much heat as the others right now :D It isn’t taking as many risks and isn’t burning through everything on AI infrastructure capex :D Now it’ll depend on whether it can keep up with Google, which is buying its way to market share with debt... see image 2

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AN
 Andrei Niculescu @andrei9868 13h

🚨 AI RECKONING: Nasdaq dives 3%+ as tech bleeds ~$1.5 TRILLION

Big Tech's AI spending spree just hit a wall. After Amazon & Alphabet misses and Intel's cash-burn warning, the Nasdaq 100 is on track for its worst day since June. S&P tech -5%+, Intel -31% (worst day since 1974), AMD -12%, Nvidia -4%+. Oil above $110 and a record $6.3B Binance hack add fuel. (Intraday figures,…

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OI
 Obyčejný investor @obycejnyinvestor 16h

🚨 INTEL IS PLUNGING 25%! Are the results really that bad? 📉

Intel $INTC reported quarterly results that look very good at first glance. Nevertheless, the stock plunged by approximately 25% in after-hours trading. So what actually happened? 🤔

📊 The most important Q3 2026 figures:…

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MH
 Michal Hámor @michalhamor 18h

$COIN: $719M PROFIT, BUT WE’RE SEEING SELLOFFS IN THE MARKET. WHY?

📊 HOW IS THE COMPANY AND MY POSITION DOING?

$COIN makes up approximately 1.7% of my portfolio. My average purchase price is $151.6, and the position is currently down −6.1% (price: $142.4 during trading on 30. 10. 2026).…

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KJ
 Kryštof Jáně @krystofjane 18h

But not everything is falling! Chevron is rising after its results, and dividend stocks are too.

Chevron $CVX earned nearly three times as much as it did a year ago in the third quarter. Let’s take a look at the results. Shares are rising to a new ATH. They’re already up nearly 55% this year!

🟢Adjusted earnings per share came in at 5,28 USD, while analysts expected 4,78 USD.…

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AN
 Andrei Niculescu @andrei9868 1d

🚨 Amazon just missed — and the stock is down ~7% overnight.

Q3: EPS $1.89 vs $1.96 est. | Revenue $201.9B vs $202.3B est. (+12% YoY). AWS was the bright spot: $46.0B, +39% YoY, fastest in ~5 years. But capex hit $77.3B in one quarter, trailing free cash flow is -$42.4B, and Q4 guidance ($240–247B) came in light at the midpoint.

🟢 Bull case: AWS is re-accelerating (40%+ growth…

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BLACK

Behind Closed Doors, the Price of Money for Your European Stocks Is Being Decided

Lagarde is leaving the ECB nine months early, and markets celebrated with a rally. Interest rates are almost a done deal. The new ECB chief will decide something else—and France is trading support for the job for a different seat.

MC
Milan Charvat · 1d
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AMZNMSFTGOOG

Record margins, AWS’s fastest growth in 5 years, stock down 6%

Over the past 2 days, all 3 big companies reported earnings: Microsoft $MSFT rose after its results, Alphabet $GOOG lost over 12%, and Amazon plunged as much as 10% right after the market close before recovering some of its losses. Yet it reported the most profitable quarter in its history. To…

KJ
Kryštof Jáně · 1d
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GOOGLE - Complete Company Analysis After Earnings

This is going to be long, so grab a coffee or use AI to summarize it, but I’ll explain my view on Google after its Q3 2026 results (28. 10.) and today’s stock drop.

RI
RB Investor · 1d
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KJ
 Kryštof Jáně @krystofjane 1d

Amazon $AMZN -5 %, Intel $INTC -16 %!

Amazon was down 11% and Intel was down as much as 21%. I’m analyzing them now, so stay ready. Amazon is up first.

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UUBERCEG

Three AI Boom Stocks Have Fallen as Much as 36%. Which One Deserves the Drop?

Google and Amazon’s nuclear power supplier, Uber’s most profitable year ever, and a gaming engine with a record quarter. All three are reporting their best numbers ever, yet the market is selling them off. Each for a different reason, and only one of those reasons makes sense.

MC
Milan Charvat · 1d
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BLACK
RUI.PA

Is This Europe’s Most Overlooked Dividend Stock?

It has raised its dividend for thirty years straight, has low debt, and pays 5.9% a year. Yet it’s valued like a bank in trouble. And the founders have just decided to give up control. Is this a reward for patience, or a trap?

MC
Milan Charvat · 1d
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BLACK
NVOLLYJPM

These Healthcare Stocks Have Risen More Than 10% Over the Past Month

After a long period of underperformance, the healthcare sector is back on investors’ radar. While the broader U.S. market was virtually flat over the past month, several large healthcare stocks posted double-digit gains. Their rise was not driven by one shared trend, but by a combination of better…

KJ
Kryštof Jáně · 1d
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BLACK
QCOM

Why Is the Market Overlooking Qualcomm’s Entry into the Defense Business?

Qualcomm is 30% below its peak because it’s losing Apple. The military laptop it unveiled with Anduril was almost ignored by the market. Yet it shows exactly which customer is leaving and which is arriving—and what that will do to the share price.

MC
Milan Charvat · 1d
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TH
 Timo Holub @medvedabyk 1d

AI business is accelerating, revenue is growing by more than 20%, yet ServiceNow $NOW is plunging 24%. What’s behind it?

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BLACK
ZPRV.DEAVUVDFSV

4 ETFs Tracking Undervalued Small U.S. Companies

The four best-known U.S. small-cap value ETFs have almost identical names, but each buys a different portfolio. They differ in how they define a small company, their emphasis on profitability, and their costs, which range from 0.05% to 0.27% per year. Over the past five years, the gap between the…

VS
Vojtěch Šplíchal · 2d
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BLACK

Cheap Money in Europe Is Over. These Stocks Will Feel It Before Earnings Are Out

The ECB has raised rates only twice, and yet eurozone banks are turning off the credit tap at the fastest pace in fifteen years. Which companies in your portfolio will be hit first, who will benefit instead, and where will it show up in earnings before the market prices it in?

MC
Milan Charvat · 2d
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GOOGBRK-BNFLX

Google has a problem: shares plunge 10%

$GOOG shares are plunging dramatically! Down 10% right after earnings. Google posted its best cloud results ever, yet its stock is plunging 10%—a case of AI killing Google’s business from within.

KJ
Kryštof Jáně · 2d
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GERHM.DEHAG.DE

Three defense stocks have fallen as much as 48%. Peace threatens only one of them

Rheinmetall, Hensoldt, and GE Aerospace all carry the same label, and all three are falling. But Ukraine talks realistically affect the profits of only one of them. The market is punishing the other two for something entirely different.

MC
Milan Charvat · 2d
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AN
 Andrei Niculescu @andrei9868 2d

🚨 FED HOLDS — BUT 2 OFFICIALS WANTED A HIKE

The Fed kept rates at 3.75%–4.00% today in a 10–2 vote. Governor Lisa Cook and Cleveland Fed's Beth Hammack dissented in favor of a 25 bp hike. The statement says inflation "remains elevated" and upgrades growth to "strong." The 10Y yield climbed to ~5.05%, and futures now price ~86% odds of a December hike.

🟢 Bull case: No surprise,…

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BLACK
SPGIMUASML

An Uncopyable Business. These 4 Stocks Are Crushing the Market Thanks to Their Competitive Advantage

A competitive advantage that cannot be bought or quickly built is one of a company’s most valuable attributes. It shows up in pricing power, high margins, and stable cash generation even in tougher years. But even the strongest moat does not guarantee a good stock return if investors pay too much…

VS
Vojtěch Šplíchal · 2d
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RI
 RB Investor @rbinvestor 2d

SK Hynix $SKHY - earnings report analysis

Fundamentally, this is one of the strongest reports in semiconductor history. Revenue topped 100 bil. KRW for the first time, operating margin was 80%, and results significantly beat estimates.

Capacity is sold out through 2029, and the company will return ~100 bil. KRW (~$75 bln) to shareholders.…

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BLACK
FRT

It has raised its dividend every year since 1967. Why is the market dumping it now?

The only real estate fund in the world with Dividend King status has raised its payout for the 59th consecutive time this year. Yet the stock is down 14% from its peak, and government bond yields not seen in a quarter-century are scaring off buyers. What are you paying that premium for?

MC
Milan Charvat · 2d

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