While SpaceX is often talked about mainly in the context of Starlink and commercial launches, news has now emerged that pushes the company further into the hard defense business. According to Bloomberg, SpaceX, together with its subsidiary xAI, is participating in a classified Pentagon competition to develop voice-controlled autonomous drones. It’s a six-month project with a... Read more
The war between Netflix $NFLX and Paramount Skydance $PSKY is far from over!
The board of Warner Bros. $WBD is discussing whether Paramount could offer better terms regarding the sale. No decision has been made yet, so the board may continue to stick with the current agreement with Netflix.
I think investors in $NFLX shares will make money even without WBD. But if Netflix were to get it, that would be awesome and I could watch more movies😄
Chinese automakers are heading to the US – and in my view this is a topic that could significantly shake up the American EV market in the coming years.
Currently imports are blocked by a 100% tariff, but if brands like BYD $BY6.F , Geely (Zeekr, Lynk & Co) or others were to build factories directly in the US, that barrier would effectively fall. President Trump has already... Read more
I think this will have a positive impact on consumers. Traditional automakers will be in trouble. They really haven't had it easy over the past few years. They've simply fallen behind on technology, and now they're paying the price with low margins just to remain at least somewhat competitive.
Which REITs do you have in your portfolio? Do you think this is finally the year they start to grow?
I looked at this year’s performance of the most well-known REITs, like $O or $VICI, and that growth isn’t bad at all. For example, shares of $O have risen by more than 14% since the start of the year. It’s possible these stocks will do well this year, but for me this sector is... Read more
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€38.8bn in orders and a new EUV cycle: why ASML’s growth case now stretches to 2028
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Amazon’s Longest Losing Streak in Two Decades: Is It a Buy Opportunity or a Warning Sign?
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While SpaceX is often talked about mainly in the context of Starlink and commercial launches, news has now emerged that pushes the company further into the hard defense business. According to Bloomberg, SpaceX, together with its subsidiary xAI, is participating in a classified Pentagon competition to develop voice-controlled autonomous drones. It’s a six-month project with a...
Read more
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This is extreme, but I’m not very surprised by Musk anymore. If there’s an IPO, it’ll be a roller coaster.
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Pfizer | Q4 2025: The post-COVID reset is largely done, and the route back to growth is clearer
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Amazon’s dramatic stock slide sparks investor debate over growth, spending, and big tech’s future
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PepsiCo | Q4 2025: Margins stayed strong, EPS grew double digits, and the dividend track record extended
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No revenue, one obesity shot on goal: 2026 decides if VK2735 is a contender or a footnote
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Top 6 High-ROE & High-Cashflow Stocks: Quality That Pays Off
The war between Netflix $NFLX and Paramount Skydance $PSKY is far from over!
The board of Warner Bros. $WBD is discussing whether Paramount could offer better terms regarding the sale. No decision has been made yet, so the board may continue to stick with the current agreement with Netflix.
...Read more
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I think investors in $NFLX shares will make money even without WBD. But if Netflix were to get it, that would be awesome and I could watch more movies😄
Chinese automakers are heading to the US – and in my view this is a topic that could significantly shake up the American EV market in the coming years.
Currently imports are blocked by a 100% tariff, but if brands like BYD $BY6.F , Geely (Zeekr, Lynk & Co) or others were to build factories directly in the US, that barrier would effectively fall. President Trump has already...
Read more
Zobrazit další komentáře
I think this will have a positive impact on consumers. Traditional automakers will be in trouble. They really haven't had it easy over the past few years. They've simply fallen behind on technology, and now they're paying the price with low margins just to remain at least somewhat competitive.
Bulios Black
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Rivian: Software props up margins while the core car business still fights the math
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Nu Holdings’ Upcoming Earnings Release Could Be a Major Inflection Point for the Fintech Innovator
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RTX | Q4 2025: $24B revenue, 12% growth — cash is back, but profit conversion isn’t
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Microsoft at a Crossroads: Why Investors Are Watching the AI Cloud Play More Closely Than Ever
Which REITs do you have in your portfolio? Do you think this is finally the year they start to grow?
I looked at this year’s performance of the most well-known REITs, like $O or $VICI, and that growth isn’t bad at all. For example, shares of $O have risen by more than 14% since the start of the year. It’s possible these stocks will do well this year, but for me this sector is...
Read more
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For a dividend investor, these are great stocks, and you shouldn’t expect their prices to rise by hundreds of percent.