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.

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.

Sell-side Fed calls are still moving slowly. 🐢📉

After Warsh’s Jackson Hole speech, only a handful of banks formally flipped toward a September hike. BNPP just joined that group and now pencils in two hikes this year.

As of 9/10:…

🚀 $ORCL just proved it's no longer just an enterprise software company—it's becoming a serious AI infrastructure powerhouse.

Q1 FY2027 highlights:

💰 $19.3B in revenue (+30% YoY)…

$ORCL more than doubled its cloud infrastructure revenue. The stock is up 6%

In the first quarter of fiscal year 2027, the company earned $7.4 billion from cloud, a year-over-year growth of 121%. Total revenue grew by 30% to $19.3 billion, and adjusted earnings of $1.92 per share beat the consensus of $1.75.

🚨 Uber is starting to look interesting at these levels.

📊 Tomorrow's CPI Could Set the Market's Next Big Move

Tomorrow's August CPI report may be the most important macro event of the month.

According to economist forecasts compiled by Nick Timiraos, the median estimate calls for:…

Google $GOOG on sale? Results from Adobe $ADBE and Oracle $ORCL today after market close and a rate hike in the eurozone. That's just the surface of what we'll break down on the stream at 7pm!

Join us too!

Ryanair $RYAAY is now showing quite well why airlines are so sensitive to oil prices.

Ryanair CEO Michael O’Leary said today that if oil remains expensive next year, ticket prices could rise significantly. Brent is now above $100 a barrel, which means rapidly higher fuel costs for airlines.

Oil has broken above $100 a barrel!

When will it start to fall apart?🫣

With wholesale inflation rising and pressure on overall inflation and especially consumer purchasing power, I don't see rate cuts by year-end. 😅…

Hello investors, I want to ask you about these stocks if anyone holds or watches them $GLW , $EZPW , $BOOT , $EAT , $DAR , $GRRR , $PLAB , $EROC or if you have any opinion on them :)

🚨 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.