Martin Sedláček

Microsoft $MSFT is up roughly 4% today, and this time it's not the results driving it, but mainly the new Copilot and quite positive reactions from analysts.

SoFi $SOFI keeps growing and adding new products, but the stock has been taking a hit this year.

Now there's been a pretty big deal with Mastercard. SoFi became the first U.S. national bank to launch card payment settlement via its own stablecoin SoFiUSD. It plans to gradually move its entire card program, which processes over $25 billion annually, to this system.

Warner Bros. Discovery $WBD jumped about 11% yesterday.

Paramount Skydance reached an agreement with California and other states that had tried to block the merger. That removed one of the last major obstacles to a deal worth roughly 110 billion dollars.

Apple $AAPL today started selling the new iPhone 18 Pro and in some countries long lines formed in front of stores again. In China or India, people waited for 10 to 12 hours just to be among the first to have the new model.

Lucid $LCID today announced a partnership with Bolt. In Europe, they plan to gradually deploy up to 25,000 robotaxis.

BYD $BYDDY no longer wants to sell only passenger cars in Europe. Now it is entering the truck market.

The new electric tractor ET 44 is said to have a range of almost 600 km, around 1000 horsepower, and charging up to 1.5 MW. From 20 to 80% it should take about 20 minutes with a sufficiently powerful charger.

So it's no longer just about passenger cars. BYD is now starting to…

Yesterday, American banks took a hit, and today the nervousness spilled over into Europe.

It was triggered by a comment from Brian Moynihan of Bank of America $BAC. He said that sales and trading revenues will be essentially flat year-over-year in the third quarter. Nothing dramatic in itself, but the market expected more. Bank of America shares then fell as much as 6% intraday…

Anthropic is preparing to go public, and I think it will be one of the most watched IPOs in recent years.

It's the company behind Claude, and if the IPO succeeds, it will be one of the first cases where we can directly buy a large AI company that is mainly built on its own models. OpenAI is not yet public, and xAI is currently part of SpaceX, so Anthropic would be quite unique…

Microsoft $MSFT showed just how massive a bet on AI it's actually making.

Ryanair $RYAAY is now showing quite well why airlines are so sensitive to oil prices.

Ryanair CEO Michael O’Leary said today that if oil remains expensive next year, ticket prices could rise significantly. Brent is now above $100 a barrel, which means rapidly higher fuel costs for airlines.