BofA says that the "easy money" on AI stocks may be over, because the market is beginning to treat AI as a double-edged sword: it will lift profits for some, take away margins from others, and accelerate business obsolescence. Therefore they expect up to -15% on EURO STOXX 600 futures by Q2 2026 and warn that valuations are built on an overly optimistic earnings outlook (the... Read more
The war in Iran is bringing uncertainty to the U.S. stock markets. 🇮🇷/🇺🇸
But what should we actually be worried about, and how do I think this whole situation will play out?
Shares of companies that manufacture combat drones, such as $ONDS, $AVAV, $UMAC, $RCAT or even $DPRO, are rising by several percent, some even by 10% or more.
It’s important to understand the perception and... Read more
Nvidia after the results: great numbers, but a share price drop. What might happen next?
After the Q4 FY2026 results were released, I, like most investors, expected consolidation around $200 or a move toward $210–$215. Instead, there was a sharp decline and the stock closed the day at approximately $184.89 (-5%).
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Anthropic pushed out of Pentagon work: the real question is who fills the gap
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From a price-taker to a price-setter: how a “simple” food product became a premium business
BofA says that the "easy money" on AI stocks may be over, because the market is beginning to treat AI as a double-edged sword: it will lift profits for some, take away margins from others, and accelerate business obsolescence. Therefore they expect up to -15% on EURO STOXX 600 futures by Q2 2026 and warn that valuations are built on an overly optimistic earnings outlook (the...
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That may well be the case for some companies, but for the big tech firms the situation is different, and this is just scaremongering.
The war in Iran is bringing uncertainty to the U.S. stock markets. 🇮🇷/🇺🇸
But what should we actually be worried about, and how do I think this whole situation will play out?
Shares of companies that manufacture combat drones, such as $ONDS, $AVAV, $UMAC, $RCAT or even $DPRO, are rising by several percent, some even by 10% or more.
It’s important to understand the perception and...
Read more
Zobrazit další komentáře
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The stocks that react the most are probably $LMT, rising about 8%. I won’t really lose or make much on it today, but I’ll definitely keep watching.
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Middle East Tensions Shake Markets: These Sectors Are Surging
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Netflix walked away from WBD, but still collected $2.8 billion
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OpenAI strengthens safety defenses as Microsoft deepens strategic AI alliance
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Berkshire ends 2025 with softer operating profit and record cash, keeping its options wide open
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SpaceX IPO valued at up to $1.75 trillion as early as March?
According to the latest information, we could actually see another of Musk’s companies go public.
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So another company where it wouldn’t be about the fundamentals themselves, but about what Musk or influencers post on X.
Musk + FOMO + social media = the stock will shoot up to absurd levels 😂
That could be a good trading plan 🤔
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Buffett’s bold Oracle bet ignites Wall Street buzz: is this the final masterstroke of a legendary investor?
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Warner Bros. Discovery in transition: streaming grows, but the legacy TV decline still sets the tone
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Dell forecasts $50B AI server boom as investors reassess hardware demand and enterprise growth
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6% income, but with a safety margin: this REIT does not pay out everything
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Dividend ETFs near records: 4 funds yielding up to 5% under the spotlight
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Nvidia after the results: great numbers, but a share price drop. What might happen next?
After the Q4 FY2026 results were released, I, like most investors, expected consolidation around $200 or a move toward $210–$215. Instead, there was a sharp decline and the stock closed the day at approximately $184.89 (-5%).
...Read more
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I'm holding and will hold until it hits 220 :)