Milan Charvat 18m 8 min read
Novo Nordisk $NVO climbs after raising its outlook! About time... Novo Nordisk really needed this quarter after two years of disappointment. The company beat expectations on almost all major metrics and raised its full-year outlook for the third time this year. As a result, shares are up 6%.
$RHM.DE is down 17.5%! It’s now 59% below its ATH. But why is it falling? Rheinmetall expects revenue of around €13.2 billion this year, down from its previous forecast of €13.7–14.2 billion. Its operating margin estimate was cut from 19% to 18.5%.
Lawsuits over the forever chemicals that have haunted 3M for more than a decade are nearing an end. The company will pay $7.35 billion, and shares of $MMM responded by rising as much as 10%. Who would have thought in 2022 that $MMM would be trading near its ATH four years later? I did buy the shares back then, but clearly sold too early, albeit at a profit. Yesterday, the…
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Blue🔵 may have won in the USA, but red🔴 is dominating the markets today. Here’s what the S&P 500 index looks like now:
🚀 AppLovin $APP just crushed Q3 and guided higher, and the stock is up ~16% pre-market.
📊 EPS $4.30 vs ~$4.04 est. | Revenue $2.19B (+55% YoY) vs ~$2.08B | Q4 guide $2.365–2.395B vs ~$2.25B consensus. $1.4B of free cash flow, and the buyback was raised by $3.2B.
🟢 Bull case: 84% EBITDA margins, AI ad models still rolling out, and e-commerce/consumer advertisers growing at triple…
📊 $QCOM beats… then drops 7% after hours.
Qualcomm posted adj. EPS of $2.17 (vs $2.16 est.) on revenue of $10.44B (vs $10.11B), but handset chip sales fell 26% YoY as the memory shortage crushes smartphone demand. The Q1 EPS guide midpoint of $2.25 came in below the $2.27 consensus.
🟢 Bull case: Automotive +89%, the data center ramp (Amazon AWS custom chips, the Starlink deal),…
The Fed raised rates for the first time since 2023, and the market started selling banks that, according to the textbook, should benefit. But Bank of America, Goldman Sachs, and Wells Fargo each got a completely different bill from the Fed. One of them may even profit from it.
I don’t have to call the bottom. I just need to buy a quality business at a reasonable price
In the stock market, I don’t try to guess the exact day when a price will hit bottom. It’s always easier to see in hindsight than in real time. What matters more to me is finding a quality business, understanding why the market doesn’t like it right now, and judging whether the price…
🚀 AMD $AMD SHOCKS THE MARKET! Revenue is up 45% and the 2027 outlook is incredible!
AMD released its third-quarter 2026 results and once again managed to beat analysts’ expectations. But the biggest surprise wasn’t the figures themselves—it was the company’s management outlook for the coming period.
📊 AMD’s key results (Q3 2026)…
Why are the markets so wild today?
I’d like to sum up what’s happening today, but there’s an enormous amount putting pressure on stock prices. So many things are weighing on the market at once that different sectors are moving in completely opposite directions.
The main trigger is the Democrats, who have taken control of both chambers of Congress as well as the governorship of…
Markets rise after the election, but some AI-linked stocks are falling. What are investors actually valuing?
Today’s S&P500 map shows major differences. Amazon and Microsoft are rising, while several suppliers of chips, cooling systems, and electrical equipment are falling. The same political change can affect different parts of the industry in different ways.
The broader market…
Well, look at “Mickey D’s” $MCD climbing nicely after its results. Yep, I said it looked interesting below $250.
I bought some and also moved some money over from tech, which then fell significantly. Today, $MCD shares are up +17% from the low. A lot of investors had written the stock off. Going against the crowd is paying off here for now.
U.S. electricity consumption is heading toward historic records, and investors see the direction of energy in the age of artificial intelligence as a sure thing. But a good sector story doesn’t necessarily make every company associated with it a good investment. Some solar and nuclear energy stocks…
OneMain pays a yield that banks can only dream of, and this year it’s growing faster than it has in years. Yet the stock is down 16% since January and the dividend has stalled. The secret lies in a single percentage point that determines half the payout.
BLACK Memory prices have roughly quadrupled in a year, and phone, computer, and console makers are footing the bill. The biggest payer is also the largest holding in most index portfolios. For now, the market is pricing in both sides as if one of them must be wrong.
In just a few years, satellite internet has gone from an expensive niche to a mass-market service, and the strongest player today earns more than all publicly traded competitors combined. Smaller operators are changing hands, new players are burning through capital to build networks, and…
Super Micro’s revenue nearly quadrupled in a year, and its outlook points to $80 billion. Yet the market values the stock like a bank, not an AI leader. The reason lies in how much of every dollar the company keeps and who actually pays for its manufacturing.
Wow, so in America the Democrats have won not only the House but also the Senate. The Senate race wasn’t so clear-cut. So Trump is going to have a pretty tough time now.
He won’t sign their bills, and they won’t approve his. So there will be fewer of them, less legislation, and so on. They’ll block each other. Markets are relatively calm so far.
$AMD beat expectations! Shares are up 8%. Revenue is growing 45%, and data centers are becoming a major part of the business. Stellar results, so let’s get into it🚀
📊 AMD $AMD – Q3 2026 RESULTS
🔹 Key results
🟢 Revenue: USD 13.40 billion (Est. USD 13.09 billion) Year-over-year growth: +45%…
W. P. Carey, Pfizer, and PepsiCo. Based on their payout ratios, two of them are paying out more than they earn, while the third looks exemplary. But that number lies in both directions, and the actual safety ranking is different from what the stock card suggests.
A Panamanian airline raised its dividend, then a few weeks later war doubled its fuel costs. Profit fell by half, but the payout stayed the same. How long can it keep that up, and how can you tell when it’s running on reserves?
While the market’s attention is fixed on a handful of trillion-dollar giants, dozens of smaller companies trade on Nasdaq that investors rarely think about. Many of them have fallen by tens of percent, have a high proportion of short positions (shorts), and are regarded as lost causes. Yet it is…
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