Articles

May 2026

1. 5/31
   Apollo and Blackstone pump $36 billion into Anthropic

   News · Pavel Botek
2. 5/29
   4 ETFs Paying Double-Digit Yields: Passive Income or a Dividend Trap?

   Screener · Kryštof Jáně BLACK
3. 5/29
   One drug, margins over 90% and stock at historic lows - is this the cheapest pharmaceutical company on NASDAQ?

   Analyses · Pavel Botek BLACK
4. 5/29
   Boeing | China 2026: 200 aircraft as a start

   News · Pavel Botek
5. 5/28
   Australia sues 3M for $1.4 billion: Toxic foam at 28 army bases

   News · Pavel Botek
6. 5/28
   Nvidia put $2 billion into it, the stock is up 380% and the best may be yet to come

   Analyses · Pavel Botek BLACK
7. 5/28
   How bond yields predict stock market movements

   Macro · Kryštof Jáně BLACK
8. 5/28
   Pentagon awards Dell a gigantic $9.7 billion contract

   News · Pavel Botek
9. 5/27
   Who rules the European EV market: Tesla wakes up, Chinese brands accelerate

   News · Pavel Botek
10. 5/27
    Chinese firm undervalued by 81%: one of the most impressive reboots

    Analyses · Pavel Botek BLACK
11. 5/27
    McDonald's under pressure: Shares weakened by 20%

    Analyses · Kryštof Jáně BLACK
12. 5/27
    Qualcomm and ByteDance signed a billion dollar deal: AI chips instead of Nvidia

    News · Pavel Botek
13. 5/26
    Target knows it can't do it without AI: How are OpenAI and Anthropic changing its strategy?

    Analyses · Pavel Botek
14. 5/26
    Micron: the only US memory maker launches $200 billion expansion

    Analyses · Pavel Botek BLACK
15. 5/26
    6 stocks that analysts recommend buying

    Screener · Kryštof Jáně BLACK
16. 5/26
    Ferrari Luce: the generation to prove that the best Ferrari can be electric

    Pavel Botek
17. 5/25
    Why did Arm gain 46% in a single week? From chip designer to AI-era star

    Analyses · Pavel Botek
18. 5/25
    Fixed contractual income and 11% dividend, but there's a catch

    Analyses · Pavel Botek BLACK
19. 5/25
    5 companies with the lowest P/E ratio on the US stock market

    Screener · Kryštof Jáně BLACK
20. 5/25
    Europe Alert: DHL, FedEx and UPS sound the alarm on new tariffs

    Analyses · Pavel Botek
21. 5/24
    Jensen Huang pushes Super Micro for exports to China: what it means for AI infrastructure and shareholders

    News · Pavel Botek
22. 5/22
    SpaceX goes public: 6 things you need to know before buying

    News · Pavel Botek
23. 5/22
    Along the lines of Qualcomm: Silent AI wave winner sells everything it can make

    Analyses · Pavel Botek BLACK
24. 5/22
    4 Asian ETFs That Could Benefit From the Next Global Growth Wave

    Screener · Kryštof Jáně BLACK
25. 5/22
    US launches quantum computer race. IBM takes a billion, hundreds of millions more to D-Wave and Rigetti

    Pavel Botek
26. 5/21
    Stellantis risks everything: Five-year turnover of 70 billion, 60 new cars and the hunt for positive cash flow

    News · Pavel Botek
27. 5/21
    NextEra-Dominion: a potential $400 billion energy giant for the AI era

    Analyses · Pavel Botek BLACK
28. 5/21
    FOMC Minutes Reveal a Bigger Problem for Markets Than Investors Expected

    Macro · Kryštof Jáně BLACK
29. 5/21
    NVIDIA | Q1 2027: unprecedented growth, brutal cash flow and massive shareholder reward

    Pavel Botek
30. 5/20
    A major league growth story, but at the cost of not letting the company make a bigger mistake

    Pavel Botek BLACK
31. 5/20
    6 Stocks Wall Street Analysts No Longer Want to Buy

    Screener · Kryštof Jáně BLACK
32. 5/20
    A new wave of buybacks: Visa, PepsiCo and others plan to tap billions of dollars

    Analyses · Pavel Botek
33. 5/19
    Michael Burry goes against the AI euphoria: why he's betting on MercadoLibre, Adobe, PayPal, Lululemon and Zoetis

    Pavel Botek
34. 5/19
    AppLovin: The billion-dollar AI ad business that the market still doesn't appreciate

    Analyses · Pavel Botek BLACK
35. 5/19
    Can the stock return to its former glory or is it due for another crash?

    Analyses · Kryštof Jáně BLACK
36. 5/19
    Google and Blackstone form $25 billion AI cloud firm

    Analyses · Pavel Botek
37. 5/18
    Nvidia ahead of results: a chance for the patient, a trap for speculators

    Analyses · Pavel Botek
38. 5/18
    Nearly 7% dividend on retail rents and AFFO growth of around 10% per annum

    Analyses · Pavel Botek BLACK
39. 5/18
    4 stocks with the highest debt on the NYSE

    Screener · Kryštof Jáně BLACK
40. 5/18
    SpaceX is planning a 75 billion IPO. BlackRock is considering betting up to $10 billion

    News · Pavel Botek
41. 5/15
    TSMC collects $850 million for the sale of its stake in Vanguard. What is the company doing with this?

    Analyses · Pavel Botek
42. 5/15
    Shares at $1.5: Nearly a billion in revenue and 180% growth potential

    Bulios Research Team BLACK
43. 5/15
    4 Energy ETFs That Could Dominate 2026

    Screener · Bulios Research Team BLACK
44. 5/15
    OpenAI is considering legal action against Apple over the thwarted ChatGPT deal

    Analyses · Pavel Botek
45. 5/14
    Xi promises US bosses a wider opening of China

    Pavel Botek
46. 5/14
    Microsoft: when AI numbers accelerate and valuation remains only fair

    Analyses · Bulios Research Team BLACK
47. 5/14
    Nvidia has billion dollar AI deals approved in China. But so far not a single chip has left

    Analyses · Pavel Botek
48. 5/14
    The Hidden Company Controlling the Speed of AI Datacenter Expansion

    Analyses · Bulios Research Team BLACK
49. 5/13
    Intel jumped 85% in a month. Is foundry euphoria the beginning of a new era, or overblown FOMO?

    News · Pavel Botek
50. 5/13
    From urban engineer to key AI player with growing profitability

    Bulios Research Team BLACK
51. 5/13
    5 Companies Growing EPS by More Than 25%

    Screener · Bulios Research Team BLACK
52. 5/13
    FCC approves $40 billion sale of EchoStar spectrum to SpaceX and AT&T

    Pavel Botek
53. 5/12
    Google Health: one AI coach over all watches and rings

    Pavel Botek
54. 5/12
    Abbott Laboratories: Dividend aristocrat with big discount

    Bulios Research Team BLACK
55. 5/12
    Fed Raises Inflation Expectations: Is the Market Underestimating the Risk?

    Macro · Bulios Research Team BLACK
56. 5/12
    Microsoft targets $92 billion return on OpenAI investment

    Pavel Botek
57. 5/11
    Abel warns: AI is not an investment imperative, but a fad that can hurt tech investors

    Pavel Botek
58. 5/11
    7 Energy Companies With Surprisingly Low Debt Levels

    Screener · Bulios Research Team BLACK
59. 5/11
    Undervalued stock with a P/E of 12 and 30% upside potential

    Bulios Research Team BLACK
60. 5/11
    Netflix is pushing the standard fare to $20. Streaming is definitely moving closer to linear TV

    Pavel Botek
61. 5/10
    Goldman raises estimates for Nvidia by 12%. But comes with a warning ahead of results

    Pavel Botek
62. 5/8
    Palo Alto Networks is betting on the safety of AI agents. Portkey acquisition strengthens Prisma AIRS platform

    Pavel Botek
63. 5/8
    Cross-border payments for 6 times earnings and almost 10% dividend

    Bulios Research Team BLACK
64. 5/8
    4 Euro-Denominated ETFs Shielding European Portfolios from forex Volatility

    Screener · Bulios Research Team BLACK
65. 5/7
    Airbnb | Q1 2026: Guests spend $29 billion, profit and margins grow

    Pavel Botek
66. 5/7
    Meta: Acquisition of Assured Robot Intelligence as a ticket to the race for humanoid robots

    Bulios Research Team BLACK
67. 5/7
    This Software Giant Lost Half Its Value: Is the Market Ignoring a Comeback?

    Analyses · Bulios Research Team BLACK
68. 5/7
    Realty Income | Q1 2026: AFFO per share rises 6.6%, investments raise outlook

    Pavel Botek
69. 5/7
    Arm | Q4 2026: Revenues grow 20%, EPS hits record high, but weaker outlook pulls stock back

    Pavel Botek
70. 5/6
    Disney | Q2 2026: Revenue grows, earnings per share improves and stock responds with growth

    Pavel Botek
71. 5/6
    EBITDA growth of 80% and nuclear deal with Amazon

    Bulios Research Team BLACK
72. 5/6
    Service Sector Slowdown: Why Manufacturing Data Won't Tell the Full Story

    Macro · Bulios Research Team BLACK
73. 5/6
    AMD | Q1 2026: Share price rises 16% after another strong quarter

    Pavel Botek
74. 5/5
    PayPal | Q1 2026: Decent numbers, but growth only in the low single digits

    Pavel Botek
75. 5/5
    SoFi: 14.7 million members, 41% revenue growth and shares at a valuation of "just another fintech"

    Bulios Research Team BLACK
76. 5/5
    These 5 cash-rich giants are sitting on billions

    Screener · Bulios Research Team BLACK
77. 5/5
    Palantir Q1 2026: 85% growth with chip‑like margins

    Pavel Botek
78. 5/4
    GameStop wants to gobble up eBay for $56 billion. Ryan Cohen's big bet, or a suicidal all-in?

    Pavel Botek
79. 5/4
    Federal offices at a discount: 8% yield backed by Washington

    Bulios Research Team BLACK
80. 5/4
    6 Undervalued German Stocks Flying Under the Radar of the Market

    Bulios Research Team BLACK
81. 5/4
    Dimon warns on credit just as bank profits peak

    Pavel Botek
82. 5/1
    Chevron beat earnings expectations, but report looks much worse than reality

    Pavel Botek
83. 5/1
    Undervalued by 48%, 150 ships and a dividend as a bonus

    Bulios Research Team BLACK
84. 5/1
    4 Healthcare ETFs That Are Redefining the Sector

    Screener · Bulios Research Team BLACK
85. 5/1
    Apple | Q2 2026: Revenue grows 17%, EPS and margins beat estimates

    Pavel Botek