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Bank stock prices

I currently don't understand the big difference in price between Erste bank and Komerční banka. Why is Erste already at around CZK 3,000 and Komerční banka still stuck around CZK 1,000, at most around CZK 1,100? Illogical, right? When do you expect Komerčka to catch up with Erste? Thank you for your opinions. :-)

$FICO is down 20% today due to the regulator!

The U.S. mortgage regulator FHFA announced that Fannie Mae and Freddie Mac will implement a single pricing table, where VantageScore stands alongside FICO. A borrower with a VantageScore of 780+ will now qualify for the best terms, just as with FICO, so the 20-point disadvantage disappears.

Raytheon, which falls under RTX $RTX, has been awarded a contract worth up to $20.7 billion from the U.S. Department of Defense. That's a hefty sum even by defense company standards.

Hewlett Packard Enterprise $HPE today received an order worth $1.2 billion from Vultr for servers built on AMD chips for artificial intelligence. The stock reacted with a rise of around 4%.

📊 MICRON $MU — Q4 FY2026 RESULTS

💰 Revenue: $54.23B → market expectations: $51.07B ✅ → year-over-year: +379%

💵 Adjusted EPS: $33.42 → market expectations: $31.61 ✅…

These 2 companies were market favorites not long ago, today they are more than 50% below their highs. In my opinion, the market is overreacting to one, while for the other there is good reason for concern.

AppLovin - so far I see a bigger problem in expectations than in the company

McDonald's has deployed AI in the US that estimates how much a customer in a given restaurant is willing to pay, and recommends menu prices accordingly.

The first day of October will also be marked by the results of $NKE.

📉Nike is the most shorted in its history.

📉The stock is down 80% from its ATH.…

One of the strongest monopoly positions takes another hit. And the stock reacts with a 20% drop.

If you want to learn everything not only about tomorrow's Micron $MU results, but also everything that has happened in the stock market over the past few days, join the stream at 7:00 PM:

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

🚨 Anthropic filed its S-1 yesterday. One of the biggest AI IPOs is getting closer

The company behind Claude published its IPO filing yesterday, giving investors a first detailed look at its numbers.

- 2025 revenue: $4.6 billion, roughly 12x year-over-year…

What are your expectations for Anthropic's IPO? Do you plan to buy or rather watch?

🛢️ Oil traders are getting a lesson in headline risk.

Over the last several sessions, Brent crude has reportedly suffered sharp 3-4% intraday drops around midday New York time following headlines suggesting renewed U.S.-Iran negotiations.

Then comes the twist: 🇮🇷 Iran has repeatedly rejected reports that negotiations are taking place.…

The long-awaited Anthropic IPO may have a snag...

A prospectus for Anthropic's IPO leaked into the public sphere, and the numbers in it show a company growing at an unprecedented pace, but at the same time burning a huge amount of capital.

According to the document, the company's revenue grew by 1,088% in 2025 to $4.59 billion. However, the net loss deepened from $8.31 billion…