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Market outlook - September

September 21, 2025 | Juri | 0 comments |
🕐 1 min reading time

Indices – Commodities – Crypto – Forex – Bonds September was dominated by the Fed's interest rate cut. Powell lowered interest rates by 0.25 basis points – the market had...

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GREY BRIEFING #08: Option expiry & interest rate cut: Wall Street on track for record highs

September 21, 2025 | Grey Capital Editorial Team | 0 comments |
🕐 11 min reading time

Welcome back, dear readers, to the eighth GREY BRIEFING! This week was dominated by the Fed's interest rate cut. On Wednesday, the key interest rate corridor was lowered by 25 basis points to...

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Uber - stock analysis

September 16, 2025 | Juri | 0 comments |
🕐 21 min reading time

Uber Technologies is no longer just a ride-hailing pioneer, but a global platform company that dominates the interfaces of mobility, delivery, and logistics. With more than 180 million monthly active users...

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Broadcom - Stock analysis

September 15, 2025 | Juri | 0 comments |
🕐 22 min reading time

Broadcom is one of the beneficiaries of the AI investment cycle and combines a leading semiconductor portfolio with a growing infrastructure software business as a "dual engine." With AI chips, networking, storage connectivity, and virtualization, the group addresses the performance...

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GREY BRIEFING #07: High probability of interest rate cuts due to weaker labor market

September 14, 2025 | Grey Capital Editorial Team | 0 comments |
🕐 10 min reading time

Welcome back, dear readers, to the seventh GREY BRIEFING! This week, the focus was primarily on Thursday, when the CPI (inflation data) was published. Why...

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Apple - Stock analysis

September 14, 2025 | Juri | 0 comments |
🕐 21 min reading time

Apple is one of the world's most valuable publicly traded companies and has been shaping the interplay between hardware, software, and services for decades. With iPhone, iPad, Mac, and a growing services business, Apple has a...

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GREY BRIEFING #06: Job market & Nvidia weak, Broadcom strong, and Lululemon slumps

September 7, 2025 | Grey Capital Editorial Team | 0 comments |
🕐 15 min reading time

Welcome back, dear readers, to the sixth GREY BRIEFING! Last week was quite eventful. Weak US labor market data caused movement on the macro side and reignited the discussion about...

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Strategy Inc (MicroStrategy)- Stock Analysis

September 4, 2025 | Juri | 0 comments |
🕐 21 min reading time

Strategy Inc. (until August 2025: MicroStrategy Incorporation) is a US software company with roots in business intelligence, known since 2020 as the world's largest holder of Bitcoin treasury. Founded in 1989, it has...

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NVIDIA - Stock analysis

September 2, 2025 | Juri | 0 comments |
🕐 21 min reading time

NVIDIA is one of the most valuable technology companies in the world. With its graphics processors, it has long been more than just a gaming supplier, as the company dominates artificial intelligence, data centers, high-performance computing, and cloud infrastructure. With...

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