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Netflix: Forget subscriber growth, the new investment story is artificial intelligence

Pavel Botek · 3h · 16 min read

AAPL AMZN DIS

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AMD

AMD closes its Xilinx acquisition, positioning itself for a massive expanded computing market.

40m

AMD closes its Xilinx acquisition, positioning itself for a massive expanded computing market.

Milan Charvat @milancharvat 1d

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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FOMC Meeting Minutes: A Divided Committee, Accelerating Inflation, and the End of Predictable Monetary Policy

Krystof Jane · 6h · 15 min read

BAC CVX DG

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PYPL

PayPal's PYUSD stablecoin now runs natively on Polygon, expanding its reach across a major payments network.

Pavel Botek @pavelbotek 1d

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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Buffett fled and BYD lost 40%. A trap or the buy of the decade?

Jan Blecha · 9h · 16 min read

BRK-B BY6.F GELYF

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META

Meta starts charging for AI model access with new pricing aimed at undercutting rivals in coding tools.

Martin Sedláček @martinsedlacek 1d

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…

Micron Technology has raised its planned US investment to through the latest increase its domestic spending

TSLA

The head the US National Highway Traffic Safety Administration, Jonathan Morrison, said the agency will

PEP

PepsiCo topped revenue expectations but earnings fell just short, as North American beverage volumes softened.

Krystof Jane @krystofjane 7h

The largest foreign IPO in history. SK Hynix enters Nasdaq on Friday, aiming to raise $28 billion.

While we debate whether AI is a bubble or not, the South Korean memory maker is preparing one of the biggest capital operations of all time.

TSLA

Citizens starts Tesla coverage at neutral, citing physical AI potential without a price target.

PLTR

Analyst upgrades Palantir to Buy and raises his price target after a sharp pullback this year.

NVO

Novo Nordisk brings its once-weekly insulin Awiqli to India, tapping a major diabetes market.

NVDA

Tokyo startup Turing shifts part of its AI training workload from Nvidia to AMD chips.

12h

Tokyo startup Turing shifts part of its AI training workload from Nvidia to AMD chips.

NVDA

Nvidia becomes lead investor in Australian data-centre firm Firmus, backing its push toward an ASX listing.

13h

Nvidia becomes lead investor in Australian data-centre firm Firmus, backing its push toward an ASX listing.

META

Meta shares dropped after Zuckerberg told staff AI agent progress has lagged expectations in recent months.

17h

Meta shares dropped after Zuckerberg told staff AI agent progress has lagged expectations in recent months.

META

Meta reported first-quarter revenue, up year over year, with adjusted earnings of per share, well ahead the

18h

Meta reported first-quarter revenue, up year over year, with adjusted earnings of per share, well ahead the

META

Meta plans its first Canadian data center, a major Alberta investment expanding its AI infrastructure abroad.

20h

Meta plans its first Canadian data center, a major Alberta investment expanding its AI infrastructure abroad.

Krystof Jane @krystofjane 20h

Apple $AAPL announced a billion-dollar partnership with Broadcom $AVGO!

The aim is to design and manufacture custom chip components and cutting-edge wireless connectivity technologies for a wide range of Apple products.

The new deal, which is expected to exceed 30 billion dollars in value, will lead to the production of more than 15 billion US-made chips and support hundreds of…

BAC

Bank of America reversed course to extend fresh credit to OpenAI, deepening its AI financing exposure.

21h

Bank of America reversed course to extend fresh credit to OpenAI, deepening its AI financing exposure.

Hobby Investor @hobbyinvestor 22h

5 STOCKS AT LOWS | MY DISCOUNT BUYS

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NVDA

China is preparing to let some its top artificial intelligence companies buy a limited number of Nvidia's H

Stanislav Sentelik @stanislavsentelik 1d

🚨The market continues to price Broadcom as one of the main winners of AI infrastructure.

🚀In Q2 FY2026, the company reported AI semiconductor revenue of $10.8B, up +143% year-over-year, and also gave guidance for the next quarter. This is a very strong fundamental for bullish reactions in these firms.

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

Jan Blecha · 1d · 17 min read

BABA META NTES

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CVX

Drone strike on a Chevron-chartered tanker in the Black Sea raises risks for its Kazakh crude shipping route.

META

Meta must resume payment talks with French publishers after regulators cited abuse of dominant position.

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StockBot Live

Market situation Wall Street

Wall Street holds steady amid renewed US-Iran tensions

S&P 500 +0.09% and Nasdaq +0.20% brush off the latest military strikes and $79 oil. Euro Stoxx 50 adds +0.72%.

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