BLACKMicrosoft $MSFT has thrown in the towel in the AI chatbot race. Copilot is losing billions and the company is cutting it back...
The company that helped bring ChatGPT to the whole world has admitted it won't win the battle for a personal AI assistant. $MSFT shares reacted to the news on Friday by rising 4%. It's a bit of a paradox, because the whole year has been about getting…
Hi, we have another analysis and this time we will focus on the company Broadcom.
Broadcom is no longer just some chip maker benefiting from the AI boom.
Today it generates nearly…
$FICO is down 20% today due to the regulator!
The U.S. mortgage regulator FHFA announced that Fannie Mae and Freddie Mac will implement a single pricing table, where VantageScore stands alongside FICO. A borrower with a VantageScore of 780+ will now qualify for the best terms, just as with FICO, so the 20-point disadvantage disappears.
One of the strongest monopoly positions takes another hit. And the stock reacts with a 20% drop.
If you want to learn everything not only about tomorrow's Micron $MU results, but also everything that has happened in the stock market over the past few days, join the stream at 7:00 PM:
🚨 Anthropic filed its S-1 yesterday. One of the biggest AI IPOs is getting closer
The company behind Claude published its IPO filing yesterday, giving investors a first detailed look at its numbers.
- 2025 revenue: $4.6 billion, roughly 12x year-over-year…
🛢️ Oil traders are getting a lesson in headline risk.
Over the last several sessions, Brent crude has reportedly suffered sharp 3-4% intraday drops around midday New York time following headlines suggesting renewed U.S.-Iran negotiations.
Then comes the twist: 🇮🇷 Iran has repeatedly rejected reports that negotiations are taking place.…
The long-awaited Anthropic IPO may have a snag...
A prospectus for Anthropic's IPO leaked into the public sphere, and the numbers in it show a company growing at an unprecedented pace, but at the same time burning a huge amount of capital.
According to the document, the company's revenue grew by 1,088% in 2025 to $4.59 billion. However, the net loss deepened from $8.31 billion…
Join today's stream at 7 PM!
With analyst Jakub Rochlitz, we'll discuss not only what's happening around the biggest companies right now, and there's plenty. But mainly, we'll look at the expectations the market has for tomorrow's Micron $MU results. It's a company that the entire market will be watching and that could really shake things up for many investors.
Netflix below $70: the market is questioning whether people are actually watching Netflix
Shares of Netflix $NFLX traded yesterday at $69.23 and fell as low as $68.88 during the day. That puts them down about 44% from their 52-week high of $124.86, while the S&P 500 index $^GSPC is up 13% this year. It's not just one piece of bad news. Several have piled up, and they all…
Nvidia $NVDA has just increased its share buybacks by $150 billion. It is the largest increase in history.
The company will buy back its own shares from the market. There will then be fewer shares and each remaining share will have a claim to a larger slice of profit. In total, Nvidia has $235 billion earmarked for buybacks and wants to spend it by the end of fiscal 2028. That…
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