Milan Charvat 3h 7 min read
Anthropic IPO update (ANT)! Anthropic is going public despite nervous markets. According to The Wall Street Journal, the company wants to set its IPO price range later this week. Trading in the shares is expected to begin next Thursday or Friday. The market has just seen one of the biggest Nasdaq sell-offs in recent times, and sentiment around the tech sector remains mostly…
Nvidia shares $NVDA are down roughly 5.9% in after-hours trading to $175 following a report that Jensen Huang admitted to infidelity and the board launched an investigation. Yesterday, CEO Huang sent employees an email in which he openly wrote that he had been unfaithful to his wife. Nvidia's board subsequently launched an independent investigation into whether he was targeted…
Good evening, investors 🌙 🚨 Wall Street just roared back: S&P 500 on track for its best day since April! 📊 S&P 500 ~+2.4% | Nasdaq ~+2.7% | Dow ~+2.2% (intraday)…
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According to an updated filing with the SEC, Anthropic plans to sell 825 million shares for $70 to $78 each. That implies a valuation of around $1.3 trillion to $1.45 trillion, and at the top of the range, the offering would raise up to $64.35 billion for the company.
The shares will trade on Nasdaq under the ticker $ANT.…
The popular investment app now has 4.39 million clients with money deposited and $1.2 billion in its coffers. Stock trading brought in a fifth more, and management decided to return some of the money to shareholders.
Good afternoon, investors 🌤️
🚨 US INFLATION RUNS HOT AGAIN: October CPI beats forecasts
📊 Headline CPI: +0.4% MoM (est. +0.3%, Sep +0.6%)…
Occidental just reported its best numbers in years, and the market barely noticed. The stock is falling along with oil, as if nothing had changed at the company. Either the market is right and the cheap valuation is a trap, or something is being sold here that is no longer a bet on the price of a…
BLACK The Nasdaq 100 shed 6.4% in a single day, while companies in the index reported earnings growth of 31%. It wasn't earnings that drove prices down, but professionals who were forced to sell. And for months, the buyers on the other side were ordinary investors' index funds.
Good morning, investors ☀️
📊 TSMC $TSM just posted its BIGGEST month ever.
October revenue hit NT$586.9B (~$17.9B), up 59.7% YoY and 14.7% vs September, beating the NT$560–570B analysts expected. Jan–Oct sales are up 43.3%. AI chip demand isn't slowing. 🚀…
Lam Research, SK hynix and Alphabet all depend on the same budget: money for AI infrastructure. The market is now selling that chain from the end backward, hitting hardest the companies that have just reported record profits. What does each have going for it, and what will determine what happens…
When investors buy a stock in bulk, it usually shows up in the price. But there are stocks where demand from large funds, buybacks, and interest from retail investors have yet to make a significant impact on the valuation. The market remains distrustful because of interest rates, geopolitics, or a…
Rithm Capital pays $0.25 quarterly and says it has earned enough to cover it for 28 consecutive quarters. But according to its financial statements, it pays out more than it earns. Both figures are true, and the difference between them will determine what happens to your dividend next.
Nebius shares have lost nearly half their value over the past month. After a sharp rally, the question hanging over the stock is whether the decline has finally created a more attractive entry point into specialized AI infrastructure, or whether it is simply beginning to price in more realistically…
Ten days before GTA VI launches, Take-Two stock is down 16% year to date. Monday's results won't decide the game's fate, but whether it makes sense to pay $40 billion for a year that hasn't even begun.
Two weeks after reports of a Chinese agent emerged, Nvidia's CEO sent employees a letter admitting to infidelity. The board launched an independent investigation, while shareholders are asking what the company would do without the man who has led it for 33 years.
Stocks organized into lists by sector, strategy, or idea. Each watchlist has its own name, icon, view, and change history.
U.S. stocks just had their worst day since April 2025, and the Nasdaq is in correction territory for the second time in a year. The market erased previous declines every time within a few months. But this time, the very narrative underpinning the entire rally is at stake.
BLACK The past week put the AI sector's nerves to the test, but above all it shifted one thing: attention is moving from the performance of chips themselves to what connects and powers them, and how quickly they become obsolete. It also became clear that bargaining power in infrastructure is shifting…
Intuit, Adobe, and Workday continue to earn billions and beat estimates, yet the market is selling them as future victims of AI agents. Within three weeks, each will report one number that will determine whether this is a bargain or a breaking point.
BLACK A week that was unkind to tech stocks. Doubts about the pace of investment in artificial intelligence dragged semiconductor stocks lower, led by Nvidia, while Apple delivered a record quarter and its shares still ended roughly where they started. Meanwhile, energy-driven inflation came back into…
📊 Portfolio +4.5% | S&P 500 −2.7%
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Bitcoin $BTCUSD at $877,000 by 2028? This isn't a prediction, it's a lottery ticket
Various predictions about where Bitcoin will be in a few years are circulating online. One made me laugh: one Bitcoin is supposed to jump from about $75,700 today to $877,000 by 2028. I worked out what that would mean (data as of 6. 11. 2026).
📌 PRICE ISN'T THE WHOLE STORY More important than the…
BLACK Wall Street had its worst day since spring 2025, and the Japanese yen barely budged. That's not good news. The biggest pile of cheap borrowed money in thirty years hasn't moved yet, and December offers two reasons why it might.
Regular income from investments is attracting more and more investors, and funds with double-digit dividend yields are among the most sought-after products on the market. But a high figure in the yield column alone says nothing about how much an investor will actually earn. Behind seemingly similar…
🚨 Airbnb $ABNB beats and raises as travel demand accelerates.
📊 EPS $3.16 vs ~$2.85 expected
📊 Revenue $4.87B (+19% YoY) vs $4.75B expected…
The market sent Uber to a yearly low out of fear that robotaxis will take away its business. The results revealed a different problem: the company is short on drivers. And the very thing investors fear is also the only thing that could solve it.
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