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BLACK

Tencent -30%: Punishment for 36 Billion for AI, or a Gateway to a Stock Analysts Believe in Almost Half Higher?

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NVDA
58m
China is preparing to let some its top artificial intelligence companies buy a limited number of Nvidia's H
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Enhanced stock notes 📝

Notes now support full formatting. When you open a ticker and write down your thesis, risks, or target prices, you have headings, lists, quotes, and other styles at your disposal, so you can organize your content exactly how you like. Notes remain private, visible only to you.

And most importantly, they're now all in one place. On the new My Notes page,…

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BLACK

4 Nasdaq companies with dividends above 4%

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CVX
4h
Drone strike on a Chevron-chartered tanker in the Black Sea raises risks for its Kazakh crude shipping route.
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Nio $NIO delivered 40,597 vehicles in June, a new high for the year and a year‑on‑year jump of 62.9%, bringing its first‑half total to 191,123 cars (+67.4% year‑on‑year). That met its own guidance for the second quarter, which the market had been nervously fretting about just a few weeks ago. Nio is showing it can execute on volume and on the ramp‑up of new models. The…

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BLACK

France's cheapest bank sector valuation. Does Société Générale still deserve its low price?

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META
6h
Meta must resume payment talks with French publishers after regulators cited abuse of dominant position.
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Before the market opens today, tech stocks are falling again, led by $MU.

The Nasdaq $QQQ is already down over 1%. So far it looks like a red week.

The evening release of the FED minutes could still change a few things though.

What are your predictions for the end of the week?

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JPM
7h
JPMorgan's Dimon vows to fight stablecoin yield rules in the CLARITY Act as Senate weighs the bill.
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AAPL
7h
Apple loses EU court fight, keeping App Store and iOS under strict antitrust oversight in Europe.
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Fine for Alphabet⚖️

Google $GOOGL has definitively lost its fight against a €4.1 billion fine from the European Commission – the EU's highest court (Court of Justice) confirmed that the company abused its dominant position with Android by conditioning phone manufacturers' pre-installation of Google Search, Chrome, and the Play Store, and preventing them from using competing…

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DIS
9h
Disney faces an EU-wide streaming tech injunction after losing a patent case to InterDigital.
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MSFT
9h
Jefferies reaffirms bullish stance on Microsoft, citing Azure's strong cloud market share gains and growth.
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NVDA
10h
Nvidia rejects a report of major delays to its next-gen Kyber rack system, calling its roadmap intact.
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XOM
19h
Exxon Mobil signals stronger second-quarter earnings in a regulatory filing, ahead of its full report.
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AMZN
20h
Amazon draws strong investor demand for a large new bond offering, keeping its solid credit ratings intact.
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TSM
20h
Citi has raised its price target on TSMC to NT from NT a increase, while keeping its Buy rating ahead the
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META
21h
Meta launches its first AI image model, Muse Image, expanding tools across Instagram and WhatsApp.
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DIS
23h
Disney's ABC pushes back on an FCC review tied to The View, citing prior news-exemption precedent.
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MSFT
23h
Microsoft begins replacing outside AI providers with its own models in Excel and Outlook to cut costs.
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GOOG
1d
Google backs German fusion startup Proxima Fusion, its first such European bet amid rising AI power needs.
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MU
1d
Phillip Securities raised its price target on Micron Technology to from while keeping a Buy rating, a increase
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MU
1d
Micron shares dropped in Tuesday trading as a broad memory-chip selloff hit the sector after Samsung released
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AMZN
1d
Amazon is issuing a large multi-tranche bond sale to help fund its rising AI infrastructure spending.
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TSLA
1d
RBC lifted its Tesla price target, citing a possible SpaceX combination rather than a shift in operations.
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BLACK

6 companies with ROE above 100%

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LMT
1d
Lockheed Martin and Rheinmetall plan joint ATACMS missile production in Germany, backed by both governments.
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MU
1d
Micron faces a new antitrust lawsuit alleging DRAM price manipulation alongside two other major chipmakers.

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