Vojtěch Šplíchal Creator

Moje portfolio: celé, se vším, co za ním je

Komerční lítání do vesmíru jako reálný byznys? Kdy to Virgin Galactic dotáhne?

Koupil jsem český index, abyste vy nemuseli.

Amazon vlastní kus Anthropicu za 340 miliard dolarů. Spočítal jsem, co to opravdu znamená pro cenu akcie!

Insurance against an Oracle crash is more expensive today than ever before in the company's history. Its rating is just one notch above junk bonds. What this means and why you should care.

McDonald's has deployed AI in the US that estimates how much a customer in a given restaurant is willing to pay, and recommends menu prices accordingly.

$FICO is down 20% today due to the regulator!

The U.S. mortgage regulator FHFA announced that Fannie Mae and Freddie Mac will implement a single pricing table, where VantageScore stands alongside FICO. A borrower with a VantageScore of 780+ will now qualify for the best terms, just as with FICO, so the 20-point disadvantage disappears.

Netflix below $70: the market is questioning whether people are actually watching Netflix

Shares of Netflix $NFLX traded yesterday at $69.23 and fell as low as $68.88 during the day. That puts them down about 44% from their 52-week high of $124.86, while the S&P 500 index $^GSPC is up 13% this year. It's not just one piece of bad news. Several have piled up, and they all…

Nvidia $NVDA has just increased its share buybacks by $150 billion. It is the largest increase in history.

The company will buy back its own shares from the market. There will then be fewer shares and each remaining share will have a claim to a larger slice of profit. In total, Nvidia has $235 billion earmarked for buybacks and wants to spend it by the end of fiscal 2028. That…

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

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…

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

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…

Vistra $VST has signed a 20-year contract to supply up to 207 MW for a data center in Texas.

ASML sold exactly zero machines to European chipmakers last year.

- ASML is the largest European company by market capitalization and one of the key players in chip manufacturing in the world

- In the last quarter, all sales of the most advanced chip-making machines went to Asia and the USA; Europe got zero…