Bulios: Social investing platform

SoFi $SOFI keeps growing and adding new products, but the stock has been taking a hit this year.

Now there's been a pretty big deal with Mastercard. SoFi became the first U.S. national bank to launch card payment settlement via its own stablecoin SoFiUSD. It plans to gradually move its entire card program, which processes over $25 billion annually, to this system.

🚨 BREAKING: Oil drops as reports point to a possible U.S.-Iran off-ramp

Markets are reacting to reports that U.S. and Iranian negotiators in New York may be exploring a phased path toward de-escalation.

According to the report, a potential framework could include:…

📉 Oracle’s AI Ambitions Meet the Reality of Infrastructure

$ORCL is under pressure today after reports that Oracle issued a force majeure notice tied to Project Jupiter, its massive AI data center development in New Mexico.

At first glance, that sounds alarming. But for investors, the details matter.…

Microsoft $MSFT is up roughly 4% today, and this time it's not the results driving it, but mainly the new Copilot and quite positive reactions from analysts.

I opened a position in $SCCO .

Amazon $AMZN vs. Meta $META: is the battle for AI shopping about to begin?

Meta recently introduced Muse, its new personal AI agent.

But watch out — we're not just talking about a chatbot that answers your questions.…

3 types of companies that could profit significantly from AI agents. And 2 where I'd be more cautious.

Meta launched Muse only on September 8, and in the first 12 days it got around 2.8 million downloads. More important, though, is what it can do. It no longer just answers, but can send emails, book travel, or make a purchase.

And that could significantly change the internet…

📉 Why is Oracle $ORCL falling so hard? Opportunity or trap? 🤔

Oracle is being pushed down mainly by huge investments in AI infrastructure. Capex is extreme and investors have…

I don't buy stocks because they're going up. I buy them because I understand the company. $META

Thanks to Anna Píchová for the interview and participation in yesterday's live broadcast.

We discussed:

- where it makes sense to invest today, when bond yields remain high…

$NOK replaces $VOW3.DE in the largest European EuroStoxx 50 index.

The yield on 10-year government bonds is at its highest level since 2007. US mortgages are back above 7%. What does this mean for stock markets?

The 10-year government bond yield jumped to 5.10%, the highest since 2007. The average 30-year mortgage in the US picked up on it right away and stands at 7.12%, the highest in more than two years. Ironically, the trigger was good…

Join us today at 19:00 for the stream!

With investor Anna Píchová, we'll discuss where it makes sense to invest today, when stocks are expensive, bond yields remain high, and some dividend stocks are significantly weakening.

https://www.youtube.com/@Bulios_com/streams

Which stocks would you recommend in the manufacturing sector in Europe?

🚨 The AI infrastructure boom may be much bigger than the market realizes.

New estimates cited in the post suggest total investment in data centers and related AI infrastructure could reach $10.3 TRILLION between 2025 and 2032.

That would translate into roughly 3.6% of GDP per year.…

$AAPL and $QCOM renew their relationship!

$QCOM announced the renewal of a global patent license agreement with $AAPL, effective April 1, 2027.

🧧Today belongs to the Donald Trump–Xi Jinping summit in Washington. Nothing else, unless something emerges, will have a bigger impact on markets. Even so, I don't expect anything major.

🔴S&P 500 futures are losing roughly 0.6% in the morning. The Nasdaq, meanwhile, is down 1.16%.

Yesterday, Treasury Secretary Scott Bessent announced that the U.S. and China are extending the…

McDonald's presented its new strategy at its Investor Day yesterday, and the stock fell by more than 5%.