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AI investment idea : IBM
IBM CEO Arvind Krishna spoke positively on Tuesday (February 11) about the lower costs for developing AI models achieved by DeepSeek. In an interview with Bloomberg Television, Krishna explained...

Newsletter #7: Dark clouds remain over the market
Welcome back to the seventh edition of our newsletter! As we wrote last week, dark clouds gathered over the stock market. Although these clouds are clearing, they continue to cover the horizon. Where do they come from...

Trump relies on free AI - billions invested instead of regulation
On his first day in office, Donald Trump signed a series of executive orders, including one that repealed a previous order by his predecessor regulating AI risks. Trump justified...

Newsletter #6: DeepSeek shock & tariffs – markets are getting nervous
Welcome back to what is now the sixth edition—it's 10:30 a.m. here in Brasilia, and it's actually a bit rainy and—as is also the case on the stock markets...

Newsletter #5: Trump sworn in, focus on the Fed and big tech earnings
Welcome back to the fifth edition—it's only 9 a.m. here in Brazil, and I'm using the time before breakfast to write the newsletter, so you can...

AI Innovations Newsletter #1
Welcome to the latest edition of the AI Stock Market Newsletter, in which we highlight the latest trends and events in the field of artificial intelligence (AI) and analyze their impact on the financial markets. Apple ($AAPL):...

Newsletter #4: Market relaxation, focus on earnings
Welcome back to the fourth edition—here in my time zone, it's still Sunday, so you won't be able to read this newsletter until Monday. The US markets have had a positive week...

Newsletter #3: Sticky inflation, strong NFPs, and rising volatility
Welcome back to the third edition—and that after some MACRO events that were quite something! The US markets have had a negative week, and the reason for this is also...

NVIDIA shows the future of AI
In his keynote speech at CES 2025, NVIDIA CEO Jensen Huang presented the upcoming evolutionary stages of artificial intelligence. These developments are not only technologically groundbreaking, but can also change our...

