Milan Charvat 34m 9 min read
Anthropic IPO update (ANT)! Anthropic is going public despite nervous markets. According to The Wall Street Journal, the company wants to set its IPO price range later this week. Trading in the shares is expected to begin next Thursday or Friday. The market has just seen one of the biggest Nasdaq sell-offs in recent times, and sentiment around the tech sector remains mostly…
Nvidia shares $NVDA are down roughly 5.9% in after-hours trading to $175 following a report that Jensen Huang admitted to infidelity and the board launched an investigation. Yesterday, CEO Huang sent employees an email in which he openly wrote that he had been unfaithful to his wife. Nvidia's board subsequently launched an independent investigation into whether he was targeted…
CoreWeave $CRWV is striking back after a month of sell-offs. The company's shares lost over 40% in the past month amid concerns about financing AI infrastructure. But in the 3rd quarter, the company beat expectations and raised its full-year outlook.
A morning market overview and evening analyses. Free. Every business day.
Tens of thousands of smart investors read Bulios every day. 2 emails a day, no spam. Unsubscribe with one click.
By submitting you agree to the privacy policy.
Good morning, investors ☀️
🚨 CoreWeave just beat AND raised, and the AI trade is waking up again.
$CRWV Q3: revenue $3.66B (+168% YoY) vs ~$3.56B est., EPS -$1.27 vs -$1.46 est. FY26 revenue guide raised to $13.0–13.3B (from $12–13B), backlog ~$132.5B. Shares ~+13% pre-market after a 40%+ slide in a month.…
Czech company CSG reported its results and is currently down more than 20% in Amsterdam.
UPS, FedEx, Old Dominion and XPO beat estimates, yet three of the four stocks fell after reporting results. This year, the sector is making money on pricing, not volumes. The holiday peak will show who can keep it up and whether UPS can fund its 5.9% dividend.
Nvidia lost a tenth of its value in two days, and investors are asking for the first time what would happen to the company without its founder. A well-known analyst has put a figure on it: Jensen Huang's departure would cost shareholders more than a trillion dollars.
We have the details!
According to an updated filing with the SEC, Anthropic plans to sell 825 million shares for $70 to $78 each. That implies a valuation of around $1.3 trillion to $1.45 trillion, and at the top of the range, the offering would raise up to $64.35 billion for the company.
The shares will trade on Nasdaq under the ticker $ANT.…
It has raised its dividend for 56 years in a row, and its yield has just climbed above 8.5%, the highest in the past decade. It doesn't make cigarettes; it processes tobacco leaf for the companies that do. But right now, both its volumes and profit have slumped, and its banks have loosened its…
The Milan Stock Exchange is offering an unusually diverse mix of stories today: defense companies with record orders, luxury goods with pricing power, regulated networks with high dividends, and energy companies that have benefited from geopolitics this year. However, third-quarter results showed…
The popular investment app now has 4.39 million clients with money deposited and $1.2 billion in its coffers. Stock trading brought in a fifth more, and management decided to return some of the money to shareholders.
Good afternoon, investors 🌤️
🚨 US INFLATION RUNS HOT AGAIN: October CPI beats forecasts
📊 Headline CPI: +0.4% MoM (est. +0.3%, Sep +0.6%)…
Occidental just reported its best numbers in years, and the market barely noticed. The stock is falling along with oil, as if nothing had changed at the company. Either the market is right and the cheap valuation is a trap, or something is being sold here that is no longer a bet on the price of a…
BLACK The Nasdaq 100 shed 6.4% in a single day, while companies in the index reported earnings growth of 31%. It wasn't earnings that drove prices down, but professionals who were forced to sell. And for months, the buyers on the other side were ordinary investors' index funds.
Good morning, investors ☀️
📊 TSMC $TSM just posted its BIGGEST month ever.
October revenue hit NT$586.9B (~$17.9B), up 59.7% YoY and 14.7% vs September, beating the NT$560–570B analysts expected. Jan–Oct sales are up 43.3%. AI chip demand isn't slowing. 🚀…
Lam Research, SK hynix and Alphabet all depend on the same budget: money for AI infrastructure. The market is now selling that chain from the end backward, hitting hardest the companies that have just reported record profits. What does each have going for it, and what will determine what happens…
Good evening, investors 🌙
🚨 Wall Street just roared back: S&P 500 on track for its best day since April!
📊 S&P 500 ~+2.4% | Nasdaq ~+2.7% | Dow ~+2.2% (intraday)…
When investors buy a stock in bulk, it usually shows up in the price. But there are stocks where demand from large funds, buybacks, and interest from retail investors have yet to make a significant impact on the valuation. The market remains distrustful because of interest rates, geopolitics, or a…
Rithm Capital pays $0.25 quarterly and says it has earned enough to cover it for 28 consecutive quarters. But according to its financial statements, it pays out more than it earns. Both figures are true, and the difference between them will determine what happens to your dividend next.
Nebius shares have lost nearly half their value over the past month. After a sharp rally, the question hanging over the stock is whether the decline has finally created a more attractive entry point into specialized AI infrastructure, or whether it is simply beginning to price in more realistically…
Ten days before GTA VI launches, Take-Two stock is down 16% year to date. Monday's results won't decide the game's fate, but whether it makes sense to pay $40 billion for a year that hasn't even begun.
Two weeks after reports of a Chinese agent emerged, Nvidia's CEO sent employees a letter admitting to infidelity. The board launched an independent investigation, while shareholders are asking what the company would do without the man who has led it for 33 years.
Stocks organized into lists by sector, strategy, or idea. Each watchlist has its own name, icon, view, and change history.
U.S. stocks just had their worst day since April 2025, and the Nasdaq is in correction territory for the second time in a year. The market erased previous declines every time within a few months. But this time, the very narrative underpinning the entire rally is at stake.
We use essential cookies to run the website and optional analytics cookies to measure usage.
