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CrowdStrike Holdings, Inc. - Stock analysis
CrowdStrike has been under scrutiny since the global IT outage in July 2024, if not before. The incident highlighted the strategic importance of platforms such as Falcon, as well as the dependence on them. Analysts say...
Apple Intelligence: Between claim and reality
With the introduction of Apple Intelligence, Apple wanted to show that it is also a frontrunner in the world of AI. Instead, it has become increasingly clear in recent weeks that the tech giant...
Newsletter #27: From now on, only upwards?
The editorial team wishes you a wonderful Sunday and sunny greetings from Lisbon! Welcome to the twenty-seventh edition of our newsletter, dear readers! Last week was quite eventful. Not because of...
Chevron Corporation - Stock analysis
Chevron is one of the world's leading integrated energy companies. Despite the growing importance of renewable energies, the group remains a key player in global oil and gas supply, supported by global production access and...
Newsletter #26: Relaxation after escalation Markets continue their upward trend
The editorial team wishes you a wonderful Sunday and sunny greetings from Lisbon! Welcome to the twenty-sixth edition of our newsletter, dear readers! The past trading week started differently than expected...
Tesla launches robotaxi service in Austin: reality or PR stunt?
On June 22, 2025, Tesla reached an important milestone: the first Tesla robotaxis officially launched on public roads in Austin, Texas. For Elon Musk and his company, this marks the beginning of...
Newsletter #25: Geopolitical escalation increases uncertainty on the markets
The editorial team wishes you a wonderful Sunday and sunny greetings from Lisbon! Welcome to the twenty-fifth edition of our newsletter, dear readers! The past trading week started off volatile and was...
"In G.O.D. We Trust" - What the expression means for markets and traders
The slogan "In G.O.D. We Trust" is more than just a clever play on words. It alludes to the official US motto "In God We Trust" – familiar from every dollar bill –...
Sovereign AI: Nvidia wants to make Europe independent
While Europe is still wrestling with the AI Act and discussing ethical standards, Nvidia has been thinking ahead since 2023 – strategically, infrastructurally, and geopolitically. CEO Jensen Huang was in the...