Seagate $STX and Western Digital $WDC are down more than 10% today. The drop is due to news about Japan's Toshiba, which wants to invest about $380 million in expanding hard drive production and plans to double its manufacturing capacity by fiscal year 2027.
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Martin Sedláček
@martinsedlacek
Investor and junior analyst at Bulios since 2023. I invest long-term and prefer a conservative approach to portfolio construction. I have been in the stock market for six years.
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FICO shares have lost over half their value. Is its competitive advantage still that strong?
On Tuesday, September 29, the shares lost 26.52% in a single trading session and the next day fell to $592.47. Since the end of June they have written off roughly half their value, about 70% from last October's high of $1,998. Yet results show no deterioration. The segment that licenses credit…
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Innodata $INOD has made me pretty happy over the past month. The stock has gained roughly 35% since the beginning of September, and I bought it just a month ago, when I was analyzing the company.
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Dividends around 10% without energy and real estate. Five American companies worth watching
On the US stock exchange, a number of stocks trade with dividend yields around 10%, whose results do not depend on the price of oil, natural gas, or office building rents. Five of them, with yields roughly 9 to 13%, earn interest on more than $40 billion they have lent mostly to private American…
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Hewlett Packard Enterprise $HPE today received an order worth $1.2 billion from Vultr for servers built on AMD chips for artificial intelligence. The stock reacted with a rise of around 4%.
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Synopsys has lost over 20% from its high. HSBC still expects up to 64% upside
Synopsys $SNPS reported fiscal third-quarter revenue up 42% year over year. Yet the stock closed at $415 on September 29, down 23% from its 52-week high and 36% below its July 2025 record. Most of the growth came from last July's completed acquisition of simulation firm Ansys, which this year…
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Raytheon, which falls under RTX $RTX, has been awarded a contract worth up to $20.7 billion from the U.S. Department of Defense. That's a hefty sum even by defense company standards.
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Copper holds near record highs. These 5 stocks could benefit from a supply shortage
Copper on the COMEX was trading around $6.6 per pound on September 28, just below the record from September 8. The International Energy Agency expects that today's mines and announced projects will cover only about three-quarters of demand in 2035. But the expensive metal feeds into miners' results…
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Nvidia $NVDA is now also venturing into AI agent safety. It has introduced the OpenShell platform, which is designed to help companies keep control over everything their AI can actually do.
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One blood test to detect dozens of types of cancer. What investment potential does GRAIL hold?
The blood test that looks for more than 50 types of cancer has been sold in the US for five years and recently received support from FDA advisors. The maker's stock gained more than half in a single week. But the largest study did not prove that the test reduces the number of late-detected tumors,…
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Microsoft $MSFT is up roughly 4% today, and this time it's not the results driving it, but mainly the new Copilot and quite positive reactions from analysts.
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Tanker rates are at extremes. These companies are now turning record profits into high dividends
A supertanker with operating costs of around $10,000 a day now earns over $20 million in operating profit on a single fifty-day voyage from the Gulf of Oman to the Far East. According to brokers' calculations from Clarksons, that's roughly 15% of the market value of a ten-year-old ship, earned in a…
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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.
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America launches a new nuclear boom. These 5 stocks could benefit from billion-dollar investments
The US Department of Energy in June conditionally pledged loans of $17.5 billion for the purchase of long-lead components for up to ten AP1000 reactors from Westinghouse. Construction of all ten is to begin by 2030. The loans follow last year's government agreement with Westinghouse and its owners,…
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Warner Bros. Discovery $WBD jumped about 11% yesterday.
Paramount Skydance reached an agreement with California and other states that had tried to block the merger. That removed one of the last major obstacles to a deal worth roughly 110 billion dollars.
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AI is pushing electricity consumption upward. These 5 companies are benefiting from grid modernization
On Monday, September 21, Texas Governor Greg Abbott ordered the environmental regulator TCEQ to stop issuing any permits for data centers until further notice. The state first wants to know how much electricity and water new data centers will consume, and an audit by grid operator ERCOT is not…
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Apple $AAPL today started selling the new iPhone 18 Pro and in some countries long lines formed in front of stores again. In China or India, people waited for 10 to 12 hours just to be among the first to have the new model.
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BLACK
BLACK Oura sells millions of rings a year. Investors will now get a chance to bet on its next growth
In the twelve months through the end of June, Oura sold 3.6 million rings. In the three quarters through June 30, revenue rose 74% to $1,214.5 million, and net profit jumped from $1.6 million to $60.8 million. The company, whose ring was known mainly to a narrow circle of sleep-data enthusiasts…
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Lucid $LCID today announced a partnership with Bolt. In Europe, they plan to gradually deploy up to 25,000 robotaxis.
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These 5 companies are profiting from high interest rates
The Fed raised its benchmark rate by 25 basis points to a range of 3.75 to 4.00%. It is the first increase since July 2023, and the committee's new projections show that most members expect one more by the end of the year. For an ordinary company this means more expensive debt and a higher return…
A community member's personal selection, not investment advice. Community Guidelines