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Participă gratuit la Smart Capital Virtual Summit pe 25 martie și descoperă strategii reale de investiții pentru 2026: bursă, imobiliare, crypto, aur și piețe internaționale.

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Radu Petruta

@radupt

Check out my 2026 portfolio!

Edited

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Bogdan Tereanu

@boogie

AI is printing money. So why are investors getting scared?

Samsung just flagged a 19-fold jump in quarterly operating profit, largely driven by the massive demand surrounding AI infrastructure and memory chips.

In almost any other market, numbers like these would trigger euphoria.

Instead, Samsung shares fell.

And I think this tells us something important about where the AI market is right now.

The question is no longer whether AI is real.

AI is real. Companies are spending billions on data centers, chips, models and infrastructure. Demand is strong and some companies are generating extraordinary profits from it.

The question investors are starting to ask is much harder:

Can this growth continue at the same speed?

When expectations become extremely high, even incredible results can look disappointing. A company can report record profits and still lose market value because investors are already pricing in an even bigger future.

This is why I don't think the biggest AI bubble is necessarily in the technology itself.

The bubble might be in our expectations.

We expect every AI company to grow exponentially. We expect infrastructure spending to continue forever. We expect every new model to create another trillion-dollar market.

But technology doesn't grow in a straight line.

The internet changed the world, yet many internet stocks collapsed.

AI could transform almost every industry and, at the same time, many AI stocks could still be massively overvalued.

Both things can be true.

Maybe the next phase of the AI boom won't be about asking:

"Who is involved in AI?"

Maybe it will be about asking:

"Who can actually turn AI into sustainable profit for the next 10 years?"

That's a very different market. 👀

Iulia Diaconescu

@iuliaiulia21

🚀 The AI revolution is transforming the global semiconductor industry.

As demand for AI infrastructure continues to surge, chipmakers are experiencing record-breaking growth driven by unprecedented demand for high-performance memory chips. Data centers, cloud computing, and generative AI are reshaping the market, pushing semiconductor prices higher while global supply remains constrained.

With governments and technology leaders investing billions into chip manufacturing, the race to power the next generation of AI has become one of the most important economic and technological trends of the decade.

#AI #Semiconductors #Technology #Innovation #DataCenters

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Ghiorghita Balau

@gigi-balau

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Olaniyi Johnson

@johnjeey

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Ziarul Financiar

@ziarulfinanciar

Groupama conduce topul RCA din primul trimestru (T1) din 2026, cu un volum al primelor brute subscrise de 698 mil. lei, în creştere cu 16% faţă de T1/2025, conform raportului trimestrial al ASF.

Continuă pe ZF.ro: https://www.zf.ro/banci-si-asigurari/care-sunt-cei-mai-mari-jucatori-de-pe-piata-rca-cum-arata-topul-din-23188749

Ziarul Financiar

@ziarulfinanciar

MultinaŢionalele şi marii contribuabili va trebui să îşi schimbe modul în care gestionează documentaţia privind preţurile de transfer, după ce Ministerul Finanţelor a introdus obligaţia depunerii dosarului preţurilor de transfer în Spaţiul Privat Virtual (SPV), spune Viorel Sbora, partener, ATIPIC Transfer Pricing Solutions.

Continuă pe ZF.ro: https://www.zf.ro/eveniment/zf-live-viorel-sbora-partener-atipic-transfer-pricing-solutions-23188744

Ziarul Financiar

@ziarulfinanciar

Transportul rutier atrage un volum de mărfuri de aproape opt ori mai mare decât calea ferată: 70,2 milioane de tone de mărfuri au fost transportate pe rutier în T1, plus 2,1% şi doar 8,9 mil. tone de mărfuri pe feroviar, în scădere uşoară, arată datele de la Institutul Naţional de Statistică.

Continuă pe ZF.ro: https://www.zf.ro/companii/transportul-rutier-atrage-un-volum-de-marfuri-de-aproape-opt-ori-mai-23188742

Ziarul Financiar

@ziarulfinanciar

Durău Park a pornit cu o pârtie de schi pentru începători, care ulterior a tot fost îmbunătăţită prin schimbarea instalaţiei de transport pe cablu, montarea unei instalaţii de înzăpezire, amenajarea unei pârtii de săniuş şi pentru şcoli de schi, cât şi construirea unui centru de închirieri.

Continuă pe ZF.ro: https://www.zf.ro/companii/mostenitorii-lui-culita-tarata-antreprenor-cunoscut-pentru-23188739

Ziarul Financiar

@ziarulfinanciar

Manualul de economie spune că, atunci când fundamentele se deteriorează, precum creştere economică la limita recesiunii, inflaţie ridicată, guvern căzut prin moţiune de cenzură, bursa ar trebui să scadă pentru că nu mai este tractată de fundamente.

Continuă pe ZF.ro: https://www.zf.ro/burse-fonduri-mutuale/bursa-finante-personale-misterul-cresterii-de-aproape-40-a-bursei-de-23188737

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Ziarul Financiar

@ziarulfinanciar

Roman Trzaskalik, managing director Ursus Breweries, liderul pieţei de bere, crede că România are o bază solidă de creştere pentru viitor, pornind de la forţa de muncă calificată, însă are nevoie de un mediu economic stabil şi stabil pentru că acesta atrage nu doar investiţii străine, ci influenţează şi decizia multor companii de a investi în România sau în străinătate.

Continuă pe ZF.ro: https://www.zf.ro/companii/roman-trzaskalik-ursus-breweries-romania-are-nevoie-de-23188734

Ziarul Financiar

@ziarulfinanciar

România nu mai este văzută ca o destinaţie low-cost pentru producţie şi servicii, ci ca un loc unde se dezvoltă produse, tehnologie şi inovaţie.

Continuă pe ZF.ro: https://www.zf.ro/suplimente/cum-construim-viitorul-23188678

Ziarul Financiar

@ziarulfinanciar

Într-un context în care inflaţia, costurile ridicate ale energiei şi incertitudinile economice continuă să afecteze bugetele populaţiei, vacanţele în străinătate par a fi intangibile în faţa situaţiei economice pe care o traversează România. Cu toate că turismul intern înregistrează o scădere în prima parte a acestui an, în aceeaşi perioadă vacanţele în afara ţării au o cerere tot mai mare.

Continuă pe ZF.ro: https://www.zf.ro/companii/spune-wizz-air-cresterea-preturilor-biletele-avion-operatorul-aerian-23188528

Daily News Pill

@Test1

Comcast shares have fallen nearly 30% over the past year, even as the broader communication services sector moved higher thanks to AI giants like Alphabet and Meta 📉

Its core broadband and cable TV business continues to lose customers to fixed wireless competitors such as Verizon and T-Mobile 📡

The company plans to split its broadband business from NBCUniversal, but the move won't solve declining broadband growth or the media division's ongoing losses.

Investors initially cheered the announcement, sending the stock up nearly 19%, but the rally quickly faded as shares returned close to their previous lows. 📊

Institutional investors continued selling despite the restructuring, signaling that Wall Street wants improving fundamentals rather than a corporate reshuffle 👀

Analysts remain divided, with price targets above current levels, but many are waiting for Comcast to reverse customer losses before turning more bullish ⚖️

The company's biggest challenge remains growing its core business, as a new structure alone is unlikely to restore investor confidence.

Today's Pill - A new corporate structure can't replace a strong business model - lasting value comes from solving the core problem, not just reorganizing it 🔄

Mariusz Chwiedzewicz

@Maniek38

I been happy to use tokero

@AlphaMind101

@shravanrayhaan @AlphaMind101 **Fact check:** Accurate on the trades.

Michael Burry disclosed June 30 on his Substack that he initiated fresh shorts in Caterpillar (first time, at $1,060.98), Nvidia, Applied Materials, Tesla, and SOXX ETF. He specifically called out Caterpillar as the one that “jumped out at

The Wall Street Journal (WSJ)

@wsjmarkets

For data centers looking for off-grid power, small engines are cheap and readily available, writes Heard on the Street’s Jinjoo Lee https://t.co/G0aHN1XBNu

Cezar-Stefan Jinga

@CSJ

@_Thom_Derks_

Aandelen, goud en bitcoin kleuren vandaag rood, terwijl de Amerikaanse dollar, de obligatierentes en de verwachte volatiliteit (VIX) stijgen.

De focus ligt vandaag op Kevin Warsh, de nieuwe voorzitter van de Amerikaanse centrale bank, die in het Portugese Sintra achter de https://t.co/VLacee86LD

Reuters

@reutersbiz

Lower crude prices following the Iran ceasefire are improving the near-term outlook for European equities, but many remain unconvinced this heralds a rotation away from the US after several years of AI-driven earnings growth. More here: https://t.co/c5mIxKrzzR

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