If this went on like this for several years, that wouldn't be good, but I think they still have plenty of time and, above all, even without new purchases they're making a ton of money.
Do you think tobacco company stocks are still interesting, or have they already seen their main growth and are now expensive?
For a while it looked like tobacco companies would fall out of favor and their sales would decline, but the opposite is true. For example, Altria ($MO) reported very strong results yesterday and its shares gained more than 8% that day. Overall, tobacco... Read more
I definitely wouldn't say AI is a bubble, but at the same time if consumers stop buying and stay home, I don't think that can end well. What do you think about Powell stepping down?
If anyone still hoped that the "AI capex wave" would start to slow, the quarterly results of the big four likely proved them wrong. Microsoft, Amazon, Meta and Alphabet overnight added roughly $55 billion to this year's plans, and the combined capital expenditures of hyperscalers on AI infrastructure rose from an estimated $670 billion to about $725 billion just for 2026!
Portfolio under the microscope: $AAPL before earnings – buy zone remains at $245 USD 🍏
Apple will report quarterly earnings tomorrow after the close and it will undoubtedly be one of the most important events of the week. My buy price remains unchanged at 245 USD and at this time I see no reason to adjust it before the results. I would really like to hold this stock long-term in... Read more
$397 billion in cash and the first quarter without Buffett as CEO. How did Greg Abel perform at the top of Berkshire $BRK-B?
A summary of Berkshire's results, the annual meeting, and the company's outlook.
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If this went on like this for several years, that wouldn't be good, but I think they still have plenty of time and, above all, even without new purchases they're making a ton of money.
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Chevron beat earnings expectations, but report looks much worse than reality
Do you think tobacco company stocks are still interesting, or have they already seen their main growth and are now expensive?
For a while it looked like tobacco companies would fall out of favor and their sales would decline, but the opposite is true. For example, Altria ($MO) reported very strong results yesterday and its shares gained more than 8% that day. Overall, tobacco...
Read more
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4 Healthcare ETFs That Are Redefining the Sector
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Apple | Q2 2026: Revenue grows 17%, EPS and margins beat estimates
Why Have Corporations Replaced Consumers as the Engine of U.S. Growth?
For a...
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I definitely wouldn't say AI is a bubble, but at the same time if consumers stop buying and stay home, I don't think that can end well. What do you think about Powell stepping down?
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With this deal, AWS gains a long-term, highly scalable source of demand from Meta
If anyone still hoped that the "AI capex wave" would start to slow, the quarterly results of the big four likely proved them wrong. Microsoft, Amazon, Meta and Alphabet overnight added roughly $55 billion to this year's plans, and the combined capital expenditures of hyperscalers on AI infrastructure rose from an estimated $670 billion to about $725 billion just for 2026!
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About a third of that is for memory, and it’s far from certain that CAPEX won’t be increased further due to rising prices.
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Is the King of Communications Finally Losing Its Crown?
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Alphabet | Q1 2026: Revenue grows 22%, cloud adds +63%
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Microsoft | Q3 2026: Revenue grows 18% and Azure accelerates 40%
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Meta | Q1 2026: Revenue up 33%, profit dragged by one-off tax and shares down 7%
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Amazon | Q1 2026: Revenue Grows 17%, AWS Accelerates and Margins Continue to Strengthen
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Qualcomm | Q2 2026: Revenue down, core profit slightly below last year, but stock up 12%
Portfolio under the microscope: $AAPL before earnings – buy zone remains at $245 USD 🍏
Apple will report quarterly earnings tomorrow after the close and it will undoubtedly be one of the most important events of the week. My buy price remains unchanged at 245 USD and at this time I see no reason to adjust it before the results. I would really like to hold this stock long-term in...
Read more
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SoFi | Q1 2026: Shares fall 13% despite record sales and sharp profitability growth