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Meta unveiled a new headset | Future Intelligence #28 BLACK

Meta unveiled a new headset | Future Intelligence #28

12h
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BABA
China may let Alibaba buy new Nvidia AI chips, potentially easing a key bottleneck for its cloud ambitions.
4h
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🚀 Meta as of 25.9.2026 is at its all-time high😮‍💨 and introduced a new thing.

Meta AI glasses

Meta is trying to turn glasses into a new interface for AI.…

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AMD first above a trillion dollars | Weekend Intelligence #31 BLACK

AMD first above a trillion dollars | Weekend Intelligence #31

1d
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AAPL
Apple faces a massive patent damages verdict over haptic feedback tech in iPhone and Watch, plans to appeal.
1d
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⭐️ Microsoft is growing and here's why.

🚀 It looks mainly like a reaction to the news around Copilot: Microsoft is merging consumer and workplace Copilot into one app and pushing…

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BRK-B
Berkshire Hathaway has built a fresh stake in homebuilder Lennar, purchasing shares worth roughly over three
1d
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3 UNDERVALUED STOCKS NOBODY TALKS ABOUT 📉

Hello investors, cheap stocks like $APP or $SOFI are talked about over and over, so we thought it would be nice to share stocks that we think are starting to trade at interesting values and that aren't talked about as much.

CENTRUS ENERGY $LEU…

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Join the stream today at 7:00 PM!

Even though the main stock indexes are near their highs, there are several well-known stocks in the market that are tens of percent below their peaks. Where are the possible opportunities and where is the market correctly pricing the current business?

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

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🚨How is the global bond market doing? - I covered this question in my latest video.

In the video I discuss:

-why are bonds hitting new highs in almost every country in the world?…

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📈 5 quality companies I want to keep building in my portfolio

I've already built the core of my portfolio and now I'm looking for other companies to gradually direct new money into.

I'm not trying to time the absolute bottom. I'm looking for quality businesses, a reasonable price, and a long-term horizon.…

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Next Week's Game Plan 🎯

🗓️US Macro Calendar Next Week (September 28, 2026) – Key Events for Market🗓️

➡️Monday: -…

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🔥 Akamai lands massive AI contract with Anthropic worth 11.6 billion USD

Akamai $AKAM signed a seven-year deal with Anthropic for cloud infrastructure for AI workloads. Shares jumped roughly 22% in after-hours trading following the announcement.

• Contract value: 11.6 bn USD…

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ABBV
AbbVie wins FDA approval for a new once-daily Parkinson's pill, expanding its Cerevel-derived portfolio.
1d
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KO
Coca-Cola has appointed Rob Gehring as president its North America operating unit, effective December.
2d
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NKE
Bank of America downgrades Nike and cuts its price target, citing a weaker earnings outlook.
2d
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Microsoft $MSFT is up roughly 4% today, and this time it's not the results driving it, but mainly the new Copilot and quite positive reactions from analysts.

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I opened a position in $SCCO .

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META
Jury finds Meta misled consumers in a New Mexico case tied to Cambridge Analytica; penalties pending.
2d
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This company is growing 28% a year. So why are investors fleeing? BLACK

This company is growing 28% a year. So why are investors fleeing?

2d
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Amazon $AMZN vs. Meta $META: is the battle for AI shopping about to begin?

Meta recently introduced Muse, its new personal AI agent.

But watch out — we're not just talking about a chatbot that answers your questions.…

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TSLA
EU vote on Tesla's supervised FSD rollout has been delayed, pushing back broader European approval timelines.
2d
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3 types of companies that could profit significantly from AI agents. And 2 where I'd be more cautious.

Meta launched Muse only on September 8, and in the first 12 days it got around 2.8 million downloads. More important, though, is what it can do. It no longer just answers, but can send emails, book travel, or make a purchase.

And that could significantly change the internet…

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📉 Why is Oracle $ORCL falling so hard? Opportunity or trap? 🤔

Oracle is being pushed down mainly by huge investments in AI infrastructure. Capex is extreme and investors have…

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Tanker rates are at extremes. These companies are now turning record profits into high dividends BLACK

Tanker rates are at extremes. These companies are now turning record profits into high dividends

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MSFT
Microsoft is merging the consumer and workplace versions its Copilot AI assistant into a single product aimed
2d
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I don't buy stocks because they're going up. I buy them because I understand the company. $META

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Quality and competitive advantage: 3 ETFs for Buffett fans BLACK

Quality and competitive advantage: 3 ETFs for Buffett fans

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Thanks to Anna Píchová for the interview and participation in yesterday's live broadcast.

We discussed:

- where it makes sense to invest today, when bond yields remain high…

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One of the strangest stocks on the market. Why does Texas Pacific Land earn so much? BLACK

One of the strangest stocks on the market. Why does Texas Pacific Land earn so much?

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CVX
HSBC raised its Chevron price target, citing strong oil price sensitivity and a stronger cash flow outlook.
2d
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NVO
Novo Nordisk has signed a global exclusive license and collaboration agreement with Nanexa for its PharmaShell
2d
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TSLA
Tesla opens its first Semi truck factory, with an industry coalition backing an early bulk order.
2d
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$NOK replaces $VOW3.DE in the largest European EuroStoxx 50 index.

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JPM
JPMorgan is reportedly in talks to lead major construction financing for a large Manhattan condo project.
3d
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SoFi $SOFI keeps growing and adding new products, but the stock has been taking a hit this year.

Now there's been a pretty big deal with Mastercard. SoFi became the first U.S. national bank to launch card payment settlement via its own stablecoin SoFiUSD. It plans to gradually move its entire card program, which processes over $25 billion annually, to this system.

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ASML
ASML's China sales face new US pressure as Dutch and American leaders discuss tighter chip export rules.
3d
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🚨 BREAKING: Oil drops as reports point to a possible U.S.-Iran off-ramp

Markets are reacting to reports that U.S. and Iranian negotiators in New York may be exploring a phased path toward de-escalation.

According to the report, a potential framework could include:…

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