Moudrý Investor

Nvidia $NVDA sent $3.5 billion to MediaTek today, and the interesting part for me is mainly where the whole chip market is heading.

💻 HP $HPQ has just reported results that at first glance look pretty good.

Revenue in the third fiscal quarter rose 12.5% year-over-year to $15.7 billion, and adjusted earnings came in at $0.83 per share. The company also raised its full-year outlook for earnings and free cash flow.

🛡️ CrowdStrike $CRWD is a rather interesting example of how quickly the market can forget a big problem.

You may remember the summer of 2024, when a faulty CrowdStrike update caused one of the largest global IT outages. Systems of airlines, banks, hospitals and other companies around the world stopped working. Just in the first day, around 5,000 flights were cancelled and…

🚗 When I look at BMW, Mercedes or Volkswagen, it's quite clear how much pressure European carmakers are under today.

It's most visible right now with Volkswagen $VOW3.DE. CEO Oliver Blume told employees that the cost-cutting journey is far from over. According to him, in some German plants labor costs are more than double compared to comparable European locations, and several…

🧱 Danish building-block maker Lego increased its net profit year on year by 32% to 8.6 billion Danish kroner, or about 27.7 billion CZK. Revenue grew by more than 20%, helped among other things by new products tied to Formula 1 and the soccer World Cup, which attracted more customers.

Lego isn't just interesting as a company, though. Some people also treat it as a somewhat…

🤖 Unitree Robotics surged more than 500% at its Shanghai debut today.

If you're not familiar with the company, Unitree makes humanoid robots and robot dogs. You may have seen them online—their robots run, dance, do backflips, and are gradually mastering increasingly complex tasks.

And it's not just some distant Chinese project. You can even buy their robots here. For example,…

📅 Weekly overview

Earnings season is already winding down, so this week will be a bit calmer. From corporate earnings, I'll be mainly interested in Target, Lowe’s, Walmart and Deere & Co., which will also give us an interesting look at the health of the American consumer and economy.

🏭 Monday…

⚙️ I have been following Cisco $CSCO for a while. Yesterday, its stock fell more than 9% after earnings, even though they were not bad at all.

📷 Sony $SONY has been hovering around my watchlist for a while now, and this news is another reason why I want to take a closer look at the company.

Sony and TSMC $TSM are forming a joint venture focused on the development and production of next-generation image sensors. The total investment will reach approximately $4.7 billion, with Sony contributing $2.9 billion and TSMC…

☁️ European SAP $SAP showed that its cloud transition continues to gain strength. In the second quarter, cloud revenue grew 24% (in constant currencies) to 6.28 billion euros, slightly beating analyst expectations. Even more important in my view is that the cloud backlog rose 26% to 22.9 billion euros, indicating demand for cloud solutions remains very strong.

✈️ Airbus $AIR.PA has had a string of great days. At the Farnborough Airshow, it secured a firm order for 100 aircraft from the A320neo family from SMBC Aviation Capital, one of the world's largest aircraft lessors. Specifically, it involves 65 A321neo and 35 A320neo units. The companies did not disclose the value of the contract, but in scope it is undoubtedly one of the most…

Five days ago, pharmaceutical giant Eli Lilly $LLY announced the acquisition of biotech company AtaiBeckley, which develops psychedelic treatments for patients with depression and other mental illnesses. Eli Lilly will pay $2.8 billion for the company, with the total transaction value potentially rising to $3.8 billion upon achievement of development and regulatory milestones.

📅 What to watch in the markets this week?

Earnings season is slowly kicking into high gear, and this week several interesting companies are reporting that could significantly move the market. There won't be as much macro data this time, so most attention will likely shift to corporate results.

🚗 Monday…

👋 Hello Bulios folks, lately the talk has been mostly about AI, semiconductors, and fast-growing tech companies. Still, one thing interests me – do you still invest in dividend stocks today?

📈 Personally, alongside my growth portfolio, I'm gradually building a dividend portfolio as well, and I have to say I'm liking that stability more and more. That regular dividend income is…

💳 Stripe and Advent offered 53 billion for PayPal

Payment company Stripe has teamed up with investment group Advent International and submitted a bid to acquire PayPal $PYPL. The consortium is offering $60.50 per share, representing approximately a 28% premium over Tuesday's closing price of $47. The total value of the offer is around $53 billion. PayPal has not yet publicly…

Wells Fargo proposes Disney exit streaming

Wells Fargo analysts outlined a scenario in which $DIS could boost its share value by roughly 40% by ceasing direct operation of streaming services and returning to a model based primarily on content production and licensing. This is not an announced plan by Disney management, but a strategic consideration by analyst Steven Cahall.

📅 What to watch this week in the markets

This week will be heavily marked by earnings season, mainly by banks and tech giants, but at the same time, important macro data will be released – CPI, PPI, retail sales and consumer sentiment, which will provide a picture of inflation and demand in the economy.

📊 Monday – Markets may start the week under tension due to geopolitical…

☁️Sleduju teď zajímavý moment u dvou obřích jmen – Microsoft a Alphabet se najednou ocitly v úplně opačné pozici

Alphabet $GOOGL jede jako stroj na peníze 💰 – za kvartál končící 31. březnem 2026 vykázal zhruba 57% čistou ziskovou marži. Google Cloud přitom táhne extrémním tempem – v Q1 2026 vzrostly tržby cloudu o 63 %, zatímco celkové tržby firmy rostly "jen" o 22 %. A čistý…

📅 What to watch in the markets in the coming week?

The week will mainly be about the Fed minutes, the labor market and consumer sentiment, along with a few interesting corporate reports that will kick off earnings season.

📊 Monday – start of the week: services and PMI…