Vojtěch Šplíchal

S&P 500 $^GSPC is changing its composition and it shows what the market now considers the future and what the past.

Starting Monday, September 21, the index will replace three new companies: Bloom Energy $BE, Illumina $ILMN and Everpure $P. Out go Molson Coors $TAP, Builders FirstSource $BLDR and The Trade Desk $TTD, which will move to the smaller SmallCap index.

The most interes…

Broadcom $AVGO reported Q3 FY26 results, 56% of the company is now AI, chip business fell to 14% of revenue.

Q3 FY2026:

- Revenue $29.6 billion (+86% year-over-year)…

Nvidia $NVDA is up nearly 4% today, and this time it's not just because. There's a nice mix of news behind it that increasingly fits together and paints a great picture.

First, Bloomberg reported that Nvidia is in talks to buy Hugging Face for $14 billion. If Nvidia takes control of this, it won't just be about chips, but also about where AI development actually happens.

Then Del…

$NIO showed exactly what we've been expecting from Chinese EV makers lately: bigger margins, lower revenue than the market wanted.

Q2 2026 numbers:

- Revenue 32.14 billion yuan, up 69% year-over-year.…

$DELL has just reported Q2 results, crushing estimates across the board:

- Revenue of $47 billion (+58% YoY) versus the expected $44.9 billion.

- Adjusted EPS of $7.04 instead of the estimated $4.91, i.e. +203% YoY…

Vistra $VST has shed almost 10% over the past month, and I want to add context, because I hold the stock with an average price of $144 and my thesis hasn't changed.

I built the position on a simple idea: electricity demand from AI data centers is growing faster than new generation capacity is being added. Vistra has a mix of nuclear, gas, and batteries that lets it deliver…

$MCD is back at the price it was at 2 years ago.

Nvidia earned a record 96 billion dollars. Why is it suddenly borrowing money at a record pace?

The world's largest company reported its quarterly results for the second quarter of fiscal year 2027 yesterday, and most numbers set new records - no company in the world has ever earned 96.2 billion dollars in revenue in three months.

The broker I use every day has suddenly become the most hated stock on the exchange

Over the past 2.5 months, $ETOR has lost more than 60% of its value. From a high of $79.96, which the stock reached in June 2025, it has fallen to today's value of around $29. Yet in the second quarter of 2026, the company reported GAAP net income up 77% year over year.

$BRK-B has added $DHI shares to its portfolio, and the shares are slightly up in after-hours trading.

AI has already cost $1.5 trillion. But how much money has actually come back?

Try to imagine betting huge sums of money on a single project for three years, and at the end you still wouldn't really know how much you got back. That's exactly what almost the whole of Silicon Valley is doing with artificial intelligence right now. Billions are flowing into data centers, chips, and…