Bulios: Social investing platform

Apple $AAPL presented a foldable phone, but Google $GOOG is now much more interesting in my opinion. The stock has reached its 50-day moving average.

🔥 Memory stocks are coming back to life. Sandisk +12% in a day

On Friday, companies around memory and data storage were among the strongest parts of the market:

-Sandisk $SNDK : +12%…

Intel $INTC added over 10% today. It closed +9% in the end.

From a technical perspective, if the price breaks above $110, I'm starting to really like it. Then I could see potential up to around $130. I'll keep watching it and look at some options.

🚨 Oracle Earnings Preview: The AI Infrastructure Story Faces Its Next Test

Oracle $ORCL reports Q1 FY2027 earnings today after the market close, with the conference call scheduled for 5:00 PM ET. Oracle previously guided for revenue growth of 27%-29%, cloud growth of 58%-64%, and non-GAAP EPS of $1.72-$1.76.

Over the past year, Oracle has transformed from a traditional…

🚀 Salesforce Doubles Down on AI

Reports indicate that Salesforce $CRM is in talks to acquire AI platform Listen Labs for around $2 billion, signaling that the company remains aggressive in expanding its AI ecosystem.

For investors, this is about more than another acquisition. Salesforce has made it clear that AI is becoming the next growth engine across its platform. From…

Investors have been asking for months how Meta will profit from AI. Today they may have gotten their first answer.

Shares of $META are adding more than 6.5% today, and I'm really happy about it.

The company has launched Muse, a personal AI agent connected to Facebook, Instagram, and WhatsApp. It can write emails for you, book restaurant tables, or shop. Paid tiers start at as much as $100 per month.

The market has waited years for an answer to "where are the real revenues from those hundreds…

🔥 5 quality stocks near 52-week lows

The market is still relatively high, but beneath the surface there are several quality companies that have been hit hard.

In the video, I look at:…

The memory crisis could continue until 2030. Are SK hynix, Micron and Samsung a once-in-a-lifetime opportunity, or is it a TRAP?

The memory market has historically been one of the most cyclical segments of the entire semiconductor industry. Periods of high demand and rising prices were regularly followed by overproduction, falling memory prices and a dramatic drop in…

ASML $ASML has announced a very interesting move. The company wants to work with the largest chipmakers to modify its most advanced High-NA EUV machines so that they can also produce larger chips for data centers, exactly the type of chips on which Nvidia, Google and other AI companies now depend.

I have had Qualcomm $QCOM in my portfolio for some time, and yesterday's deal with Amazon $AMZN seems like a pretty important step to me.

🚨 Bond Market Showdown? Treasury Buybacks, the Yen, and a Secretary Ready to Test the Market

Today's spotlight is on the U.S. Treasury, which is expected to announce details of an expanded bond buyback program, a tool designed to improve liquidity and ease stress in the Treasury market.

What makes this especially interesting is the backdrop:…