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BLACK

A new CEO takes over a company one-third owned by Warren Buffett. How big is the pressure?

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TSLA
US safety regulator NHTSA has denied a petition from Tesla that sought avoid fixing a headlight issue on
56m
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🚨 UPDATE of my concentrated CORE portfolio. What does it look like today?

$GOOG $FICO $AMZN $MSFT $V $META $ASML $UBER $NVDA $NFLX $SOFI $SPGI

✅ I hope the prices of these stocks stagnate or drop to even lower values. I DON'T want the price to rise. I DON'T want to have profit now.…

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BLACK

The Quiet Ruler of US Debt Is Bleeding: What’s Behind the 45% Plunge in FICO

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V
Visa launches a stablecoin platform for banks and fintechs, expanding its footprint in digital payments.
56m
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Novo Nordisk $NVO rises like a phoenix from the ashes!

Since the beginning of April, the stock has gained more than 41%, and after a multi‑year slump, better times may finally be on the horizon. However, competition from $LLY remains very tough. After all, it has performed much better in recent years, and that is reflected in its stock price.

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BLACK

The 6 Smallest Companies in the S&P 500

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MO
Altria Group shares rose after the FDA proposed a new rule titled "Establishment Registration and Product
2h
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I have a +156% profit on ASML. I sold one share and am holding the rest. Why? $ASML

One of the hardest things in investing isn't buying a quality company.

It's holding on when the position is sitting on a huge gain, the stock looks expensive, and you're tempted to "take money off the table."…

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A Market That Can’t Even Be Satisfied by Record Results

That’s exactly what happened to TSMC $TSM today, and it’s the best illustration of where the AI rally currently stands.

Flash news
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MU
Micron locks in long-term supply deals with major automakers to power AI features in future vehicles.
2h
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GOOG
EU orders Google to open Android and search data to rivals under new antitrust rules.
3h
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🚗 Uber eyes Delivery Hero, change also affects Foodora

Uber $UBER is nearing a deal to acquire German company Delivery Hero $DHER.DE for approximately €12.5 billion, or about $14.3 billion, according to the Financial Times. The offer is said to be around €41 per share. Delivery Hero has already confirmed it is in advanced talks with Uber, but final terms and the transaction…

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TSM
TSMC has raised its capital expenditure forecast a range of, at least above its previous guidance, as it ramps
6h
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📌 PepsiCo After a 30% Drop: 4.4% Dividend Yield Entices, but Free Cash Flow Raises a Red Flag $PEP

Do you hold Pepsi shares?

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NVDA
Japan is planning to buy next-generation Rubin chips from Nvidia to build a homegrown foundational AI model
8h
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AMZN
KeyBanc lifted its Amazon price target, citing strong AWS growth as the key driver behind its bullish view.
9h
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$TSM TSMC Q2 2026 results 📊

AI is nowhere near over. 🚀

Today's TSMC results once again confirm that the AI boom is still in full swing. The company significantly beat analysts' expectations, improved its margins, and management confirmed that demand for the most advanced AI chips continues to outstrip production capacities.…

Flash news
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LMT
Lockheed Martin is expanding its venture arm to invest in British and European defense tech startups.
10h
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TSM
TSMC's quarterly profit jumped sharply above forecasts, fueled by surging demand for AI-related chips.
10h
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$AAPL took almost two years to get approval to bring AI to iPhones in China. It waited so long that it ended up hiring two Chinese competitors. 🫠

Its own Apple Intelligence couldn't be launched there. They solved it by using Qwen from $BABA and $BIDU as a backup. The regulator approved it on Wednesday; even Apple doesn't know when it will launch yet.

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NVO
Novo Nordisk has secured European Commission approval for the Wegovy pill, making it the first oral GLP
1d
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PFE
FDA approves PADCEV plus Keytruda as the first platinum-free option for muscle-invasive bladder cancer.
1d
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JNJ
Johnson & Johnson topped second-quarter expectations and raised its full-year outlook.
1d
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BLACK

Steepest drop since 1987. Signal or just a stumble?

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ASML
The Dutch semiconductor equipment maker has raised its full-year sales outlook, citing strong orders for
1d

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