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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...

ExxonMobil Corporation - Stock analysis
ExxonMobil is one of the world's leading integrated energy companies. Despite increasing pressure from climate policy and the energy transition, the group remains a central pillar of global oil and gas supply, with a strong...

Newsletter #24: Rising geopolitical risks weigh on markets
Good morning and sunny greetings from Siegerland ☀️ Welcome to the twenty-fourth edition of our newsletter, dear readers! The new trading week ended with a geopolitical bang: Israel has launched several...

Lockheed Martin Corporation - Stock analysis
Lockheed Martin is one of the world's leading defense and aerospace companies and is the US government's most important partner in the field of defense technologies. With a portfolio ranging from fighter jets such as the F-35 to missile defense systems and satellites...

Meta buys AI power: billion-euro investment in Scale AI
Meta is picking up the pace in the global AI race. After competitors such as Microsoft (US$13 billion in OpenAI), Google (US$3 billion in Antrophic), and Amazon (US$8 billion in Antrophic) have long since formed strategic alliances with...

Newsletter #23: Calm markets, loud politics, first cracks in the market structure
Welcome to the twenty-third edition of our newsletter, dear readers! A lot has happened again over the past week, especially in politics. The week has been rather quiet on the indices – with...

Veo 3: Google's AI now makes videos - with sound, depth and speed
Three years ago, this was still a pipe dream: AI-generated videos were pixelated, jerky, and often barely recognizable. Midjourney experimented with moving images—with limited success. And today? Google is launching Veo 3...

Newsletter #22: Consolidation at a high, seasonal risks come into focus
Welcome to the twenty-second edition of our newsletter, dear readers! The US markets continued to consolidate over the course of the week and reacted at the high point of a relevant zone. The beginning of the week...

Newsletter #21: Consolidation after the rally – are we facing a short-term setback?
Welcome to the twenty-first edition of this newsletter, dear readers! The American markets have been consolidating over the course of the week and may have reached a short-term peak. We are currently receiving...

