Chevron has signed a 20-year power supply agreement with Microsoft and is preparing to enter a new line of business: supplying electricity directly to data centres. We assess the potential revenue from Project Kilby, the key risks of the project, and the outlook for CVX shares. In Brief Chevron signed a 20-year agreement with Microsoft […]
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13 min
Markets enter the final week of June under elevated uncertainty, shaped by a hawkish Fed and renewed volatility in oil. The Fed held rates at 3.75% last week, but Chair Warsh's commentary and the updated projections sent a clear message: rates will stay restrictive for as long as the inflation outlook demands. Oil added its […]
16 min
Fox Corp has agreed to acquire Roku Inc in a 22 billion USD deal, placing a major bet on digital television and ad-supported streaming. Fox gains direct access to over 100 million streaming households and a large pool of viewer data. For Fox, this is a chance to accelerate the growth of their own streaming […]
14 min
Investor attention this week centres on central bank decisions, with the Fed's Wednesday meeting and updated FOMC projections carrying the most weight for markets. The previous week brought the first signs of profit-taking on US equities, partly driven by capital reallocation around the SpaceX IPO, while USD/JPY extended its advance to multi-year highs and drew […]
16 min
On Monday, June 8, LLY shares opened with a 2.5% gap up following the release of full Phase 3 clinical trial results for Retatrutide. This experimental weight loss drug could become Eli Lilly's next major product after Mounjaro and Zepbound — and the data are significantly stronger than anything seen from rivals. In Brief Average […]
13 min
Investor attention this week centres on US inflation, the ECB's rate decision, and an assessment of global economic momentum. Last Friday's jobs report reaffirmed labour market resilience, with 172,000 positions added against a forecast of 85,000, pushing back expectations of a near-term Fed rate cut. In this article we have prepared an analysis of the […]
14 min
NVIDIA has unveiled RTX Spark at Computex 2026 — a new superchip for Windows PCs built to run powerful AI directly on the device, without relying on the cloud. For a company whose recent growth has been driven almost entirely by data centre demand, this is a significant strategic move into the next phase of […]
14 min
Investor attention this week centres on Eurozone inflation, the state of the Australian economy and, above all, the US labour market. The dollar retains solid support as markets price in the Fed holding rates steady through year-end, with an additional hike remaining on the table if inflation stays firm and labour market conditions hold up. […]
13 min
SpaceX is preparing for one of the most anticipated IPOs in market history. Elon Musk's company plans to list on Nasdaq under the ticker SPCX at a valuation of around 1.75 trillion USD. In this article, we break down SpaceX's business model, its three key growth segments, the financial figures, and what it all means […]
13 min
Investor attention this week is firmly on US inflation signals and an assessment of global demand resilience. The appointment of Kevin Warsh as Fed Chair has already shifted market sentiment: the probability of a rate hike by December 2026 has surged to 70%, and the dollar continues to hold dominant ground. In this article we […]
15 min
Berkshire Hathaway has sharply increased its position in Alphabet Inc, the parent company of Google. In the first quarter of 2026, the fund tripled its GOOGL stake, making Google one of the largest bets in its portfolio. We break down why Berkshire chose Alphabet and what this means for GOOGL shares. In Brief In Q3 […]
15 min
From 13 to 15 May, Donald Trump is making an official visit to China accompanied by a delegation of top American executives. Boeing CEO Kelly Ortberg is among them. For Boeing, this trip is a potential opportunity to regain ground in the world's largest aviation market. The visit could result in a contract for the […]
14 min
OpenAI is developing its own AI-powered smartphone, which could bring an end to the era of Apple and Google’s dominance.
14 min
Apple has officially announced a CEO transition: John Ternus, the engineer who spent two decades building the iPhone, Mac, and Apple Watch, will take the helm on 1 September 2026. It is the first leadership change in 15 years, and the market took the news calmly. But the long-term consequences for AAPL shares could be […]
16 min
Oracle has expanded its partnership with Bloom Energy, securing a supply of up to 2.8 GW of power units for its US data centre projects. For Oracle, the strategic value is clear: faster deployment of AI data centres means a quicker path to monetising the 553 billion USD in contracted backlog that the company has […]