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AI Innovations Newsletter #2
Today, we want to look at examples where AI is not only used in a positive way. Instead, we will examine the risks and problematic developments that can arise when AI models are freely...

Newsletter #9: Risk-off confirmed NVIDIA fails to rescue the market
Welcome to the ninth edition of our newsletter, dear readers! Bom Dia, sunny greetings from Rio de Janeiro! ...and that after the rather uneventful NVIDIA earnings, which only came out on...

Newsletter #8: Weak consumers, tariffs, and rising risk
Welcome back to the eighth edition of the newsletter! This week, Johann is taking over the newsletter for you—and we're jumping right in with the... Headline of the week: Weak consumers and persistent tariffs In the...

DeepSeek: A cost-effective challenge for established AI giants
DeepSeek is an AI assistant that stands out thanks to its open-source technologies and cost-effective training methods. However, there is reportedly some uncertainty about which Nvidia chips DeepSeek uses. While some reports point to less powerful H800 chips, ...

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On his first day in office, Donald Trump signed a series of executive orders, including one that repealed a previous order by his predecessor regulating AI risks.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...

