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Trading & Investing ·
Microsoft reassures markets with its results, while Meta worries them despite record revenue. Between China’s pushback on humanoid robots and doubts about AI data center debt, this edition takes stock of a tense earnings week.
Trading & Investing ·
A Chinese model rattles AI chip stocks while Apple clears the symbolic $5 trillion mark. Between the US ban on Chinese humanoid robots and SpaceX stock still under pressure, this week confirms that the tech-and-markets battle is also being fought on geopolitical ground.
Guides & Tutorials ·
Anthropic cut more than 80% of Claude Code’s system prompt without losing performance. Here are the 6 rules to apply to your CLAUDE.md, your skills and your agents, plus the /doctor command to audit your setup.
Trading & Investing ·
SpaceX has wiped out more than $1.2 trillion in market capitalization in a month, squeezed by an imminent lock-up expiration and a satellite offensive from Amazon, while China is hitting Western memory and lithography at the same time. Nvidia keeps turning itself into AI’s giant banker, so much so that Wall Street is already inventing new bets to keep up.
Trading & Investing ·
Nvidia is reportedly ready to guarantee $250 billion so OpenAI can lease a giant data center in Ohio, while SpaceX scores a technical win and a first lukewarm analyst rating. On the chip side, Samsung and SK Hynix lock in $950 billion in memory contracts through 2030, without their stocks getting any boost.
Trading & Investing ·
Wall Street has run the numbers on the artificial intelligence bill: $797 billion wiped out in a single session at the tech giants, with oil above $100 thrown in for good measure. Meanwhile, the chip supply chain keeps racking up orders, with Intel back on track and Oracle set to equip the Pentagon.
Trading & Investing ·
Blockbuster earnings from Tesla and Alphabet, a new mega-deal between AMD and Anthropic, SpaceX retrying its Starship launch while its stock is under pressure: tech earnings week is running at full throttle. Here’s what really matters behind the headlines, and what it means for a European investor with AI exposure.
Trading & Investing ·
SpaceX faces its first financial checkpoint as a public company under a hail of bearish bets, while OpenAI beefs up its board and Anthropic kicks off its pre-IPO roadshow. Between a European humanoid robotics unicorn, a new AI chip system at Microsoft and an unexpected bill for Oracle, the week confirms just how fast AI is redrawing the balance of power on the stock market.
Trading & Investing ·
Between a legal settlement that clears the road to Anthropic’s IPO, TSMC’s price hike and a SpaceX caught between a Starship delay and an upcoming lock-up expiration, this week confirms that the AI value chain remains under close watch by the markets. Here’s a roundup of the stories that matter for European investors, with no recommendations.
Trading & Investing ·
ASML is closing in on the symbolic $1 trillion mark on the back of the AI chip boom, while TSMC commits another $100 billion in Arizona to keep up with demand. On the IPO front, SpaceX is down 45% from its peak and Apple is suing OpenAI, two stories to watch this summer.
Trading & Investing ·
Today’s paradox: the chip supply chain’s fundamentals have never been stronger, yet markets are skeptical. Between SpaceX’s post-IPO slide, Mistral AI’s ambitions and the doubts hanging over AI capex, here’s a roundup of what matters for European investors.
AI News ·
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