If this went on like this for several years, that wouldn't be good, but I think they still have plenty of time and, above all, even without new purchases they're making a ton of money.
Do you think tobacco company stocks are still interesting, or have they already seen their main growth and are now expensive?
For a while it looked like tobacco companies would fall out of favor and their sales would decline, but the opposite is true. For example, Altria ($MO) reported very strong results yesterday and its shares gained more than 8% that day. Overall, tobacco... Read more
I definitely wouldn't say AI is a bubble, but at the same time if consumers stop buying and stay home, I don't think that can end well. What do you think about Powell stepping down?
If anyone still hoped that the "AI capex wave" would start to slow, the quarterly results of the big four likely proved them wrong. Microsoft, Amazon, Meta and Alphabet overnight added roughly $55 billion to this year's plans, and the combined capital expenditures of hyperscalers on AI infrastructure rose from an estimated $670 billion to about $725 billion just for 2026!
$397 billion in cash and the first quarter without Buffett as CEO. How did Greg Abel perform at the top of Berkshire $BRK-B?
A summary of Berkshire's results, the annual meeting, and the company's outlook.
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If this went on like this for several years, that wouldn't be good, but I think they still have plenty of time and, above all, even without new purchases they're making a ton of money.
What would an investment in $NVDA in 2000 be worth today after 6 stock splits totaling 480:1?
Nvidia has undergone six stock splits in its market history, and the total split ratio since 2000 is 480:1.
History of splits:
2000: 2:1 split
2001: 2:1 split
2006: 2:1 split
2007: 3:2 split
2021: 4:1 split (around $750)
2024: 10:1 split (around $1,200)
Nvidia went public in 1999 at $12 per...
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$NVDA was my first 100% investment! It currently makes up about 15% of my portfolio and I first bought in at $86🤑
How about you?
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Dimon warns on credit just as bank profits peak
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Chevron beat earnings expectations, but report looks much worse than reality
Do you think tobacco company stocks are still interesting, or have they already seen their main growth and are now expensive?
For a while it looked like tobacco companies would fall out of favor and their sales would decline, but the opposite is true. For example, Altria ($MO) reported very strong results yesterday and its shares gained more than 8% that day. Overall, tobacco...
Read more
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Undervalued by 48%, 150 ships and a dividend as a bonus
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4 Healthcare ETFs That Are Redefining the Sector
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Apple | Q2 2026: Revenue grows 17%, EPS and margins beat estimates
Why Have Corporations Replaced Consumers as the Engine of U.S. Growth?
For a...
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I definitely wouldn't say AI is a bubble, but at the same time if consumers stop buying and stay home, I don't think that can end well. What do you think about Powell stepping down?
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With this deal, AWS gains a long-term, highly scalable source of demand from Meta
If anyone still hoped that the "AI capex wave" would start to slow, the quarterly results of the big four likely proved them wrong. Microsoft, Amazon, Meta and Alphabet overnight added roughly $55 billion to this year's plans, and the combined capital expenditures of hyperscalers on AI infrastructure rose from an estimated $670 billion to about $725 billion just for 2026!
Zobrazit další komentáře
About a third of that is for memory, and it’s far from certain that CAPEX won’t be increased further due to rising prices.
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Is the King of Communications Finally Losing Its Crown?
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Alphabet | Q1 2026: Revenue grows 22%, cloud adds +63%
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Microsoft | Q3 2026: Revenue grows 18% and Azure accelerates 40%
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Meta | Q1 2026: Revenue up 33%, profit dragged by one-off tax and shares down 7%
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Amazon | Q1 2026: Revenue Grows 17%, AWS Accelerates and Margins Continue to Strengthen
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Qualcomm | Q2 2026: Revenue down, core profit slightly below last year, but stock up 12%