Kryštof Jáně Creator

One more update from this week that shows yet another reason why investors are “afraid” of high investment and debt at the expense of AI.

$META issued euro-denominated bonds for the first time in its history this week. And, perhaps unsurprisingly, it reported record demand. Investors placed orders worth around 53 billion euros, the most for any corporate bond issue in Europe.…

🔴📉U.S. stocks had their worst day since April 2025 yesterday. The S&P 500 shed 4.4%, the Dow Jones lost 3.4%, and the Nasdaq plunged 5.5%.

The Nasdaq has now entered correction territory, sitting nearly 12% below its all-time high and falling below its 200-day moving average for the first time since April. In a single session, it erased the entire post-election rally from…

Blue🔵 may have won in the USA, but red🔴 is dominating the markets today. Here’s what the S&P 500 index looks like now:

$RHM.DE is down 17.5%! It’s now 59% below its ATH.

But why is it falling?

Rheinmetall expects revenue of around €13.2 billion this year, down from its previous forecast of €13.7–14.2 billion. Its operating margin estimate was cut from 19% to 18.5%.

Lawsuits over the forever chemicals that have haunted 3M for more than a decade are nearing an end. The company will pay $7.35 billion, and shares of $MMM responded by rising as much as 10%.

Who would have thought in 2022 that $MMM would be trading near its ATH four years later? I did buy the shares back then, but clearly sold too early, albeit at a profit. Yesterday, the…

CVS Health $CVS is splitting into two companies! Shares are down 12%.

Well, look at “Mickey D’s” $MCD climbing nicely after its results. Yep, I said it looked interesting below $250.

I bought some and also moved some money over from tech, which then fell significantly. Today, $MCD shares are up +17% from the low. A lot of investors had written the stock off. Going against the crowd is paying off here for now.

Nasdaq $QQQ is up 3.5% over the last 7 hours🚀Could the election effect be working again this year?

Call options are nice to have right now. At the same time, the daily chart shows a bounce off the 100-day moving average. That was also support. It’s hard to imagine a better setup.

Novo Nordisk $NVO climbs after raising its outlook! About time...

Novo Nordisk really needed this quarter after two years of disappointment. The company beat expectations on almost all major metrics and raised its full-year outlook for the third time this year. As a result, shares are up 6%.

Wow, so in America the Democrats have won not only the House but also the Senate. The Senate race wasn’t so clear-cut. So Trump is going to have a pretty tough time now.

He won’t sign their bills, and they won’t approve his. So there will be fewer of them, less legislation, and so on. They’ll block each other. Markets are relatively calm so far.

Palantir’s $PLTR results are here. Let’s break them down.

Let’s start with the headline numbers:

- Growth of 96%…

Brazil, results from $GOOG, $MSFT, $AMZN, index declines, the AI sector and the Fed... well, we’ve had a truly eventful week in the stock markets.

It’s easy to get lost in all of this. Let’s sum it up:

Monday: A Brazilian crash unlike anything the market had seen since 1998 President Lula beat Flávio Bolsonaro in the second round, winning 51.8% to 48.2%. The market and betting…

But not everything is falling! Chevron is rising after its results, and dividend stocks are too.

Chevron $CVX earned nearly three times as much as it did a year ago in the third quarter. Let’s take a look at the results. Shares are rising to a new ATH. They’re already up nearly 55% this year!

🟢Adjusted earnings per share came in at 5,28 USD, while analysts expected 4,78 USD.…