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Novo Nordisk is considering a direct listing in New York. It wants to win back the New York Stock Exchange.

Novo Nordisk CEO $NVO Mike Doustdar said in an interview with the Financial Times that the company is open to a direct listing on the New York Stock Exchange (NYSE). It would significantly raise its profile among American investors. When asked directly, he replied that he…

👉 If you had to choose only one today – SK hynix, Micron, or SanDisk – which would you pick?

Today we look at three companies: SK hynix $HY9H.F $SKHY , Micron $MU and SanDisk $SNDK . Each benefits from growing memory demand in a slightly different way. But SK hynix deserves the most attention.

🧠 Why are memories so important for AI?…

$NOK replaces $VOW3.DE in the largest European EuroStoxx 50 index.

SoFi $SOFI keeps growing and adding new products, but the stock has been taking a hit this year.

Now there's been a pretty big deal with Mastercard. SoFi became the first U.S. national bank to launch card payment settlement via its own stablecoin SoFiUSD. It plans to gradually move its entire card program, which processes over $25 billion annually, to this system.

🚨 BREAKING: Oil drops as reports point to a possible U.S.-Iran off-ramp

Markets are reacting to reports that U.S. and Iranian negotiators in New York may be exploring a phased path toward de-escalation.

According to the report, a potential framework could include:…

📉 Oracle’s AI Ambitions Meet the Reality of Infrastructure

$ORCL is under pressure today after reports that Oracle issued a force majeure notice tied to Project Jupiter, its massive AI data center development in New Mexico.

At first glance, that sounds alarming. But for investors, the details matter.…

The yield on 10-year government bonds is at its highest level since 2007. US mortgages are back above 7%. What does this mean for stock markets?

The 10-year government bond yield jumped to 5.10%, the highest since 2007. The average 30-year mortgage in the US picked up on it right away and stands at 7.12%, the highest in more than two years. Ironically, the trigger was good…

Join us today at 19:00 for the stream!

With investor Anna Píchová, we'll discuss where it makes sense to invest today, when stocks are expensive, bond yields remain high, and some dividend stocks are significantly weakening.

https://www.youtube.com/@Bulios_com/streams

Which stocks would you recommend in the manufacturing sector in Europe?

🚨 The AI infrastructure boom may be much bigger than the market realizes.

New estimates cited in the post suggest total investment in data centers and related AI infrastructure could reach $10.3 TRILLION between 2025 and 2032.

That would translate into roughly 3.6% of GDP per year.…

$AAPL and $QCOM renew their relationship!

$QCOM announced the renewal of a global patent license agreement with $AAPL, effective April 1, 2027.

🧧Today belongs to the Donald Trump–Xi Jinping summit in Washington. Nothing else, unless something emerges, will have a bigger impact on markets. Even so, I don't expect anything major.

🔴S&P 500 futures are losing roughly 0.6% in the morning. The Nasdaq, meanwhile, is down 1.16%.

Yesterday, Treasury Secretary Scott Bessent announced that the U.S. and China are extending the…

McDonald's presented its new strategy at its Investor Day yesterday, and the stock fell by more than 5%.

Well, the markets certainly didn't stay at ATH for very long. Today is quite a ride down📉

Sure, Monday's growth was enormous, so some correction is healthy and we probably could have expected it. I took some advantage of it with put options on $QQQ between 16:16 - 16:28.

This is a very interesting chart...

According to it, Big Tech's operating cash flow ($AMZN, $GOOG, $META, $MSFT) must more than triple by 2030.

According to Goldman Sachs $GS, those 4 mentioned companies will spend roughly 800 billion dollars on investments, ten times more than in 2019. AI infrastructure construction this year accounts for about a fifth of U.S. economic growth.…

The first half of this week is clearly dominated by AI and tech stocks, and no wonder...

CEO of $JPM (the only bank in my portfolio) Jamie Dimon estimates that AI infrastructure investments will reach $1 trillion next year.

According to him, hyperscaler spending has more than doubled, from about $300 billion in 2025 to roughly $700 billion in 2026.…