Author name: Daniel Herzog

For a week, this market celebrated the winners of the AI wave. Dell jumped a third, Anthropic was valued at […]

This morning, on stage at Computex in Taipei, Jensen Huang announced perhaps the most aggressive move in Nvidia’s history. The

“Sell in May and go away” — the oldest adage on Wall Street. Anyone who followed it in May 2026

Some numbers you have to read twice. On Thursday, May 28, 2026, the AI company Anthropic — maker of the

Snowflake jumped 25% Wednesday — but not because of Q1 numbers. The driver: a $6 billion bet on AWS Graviton CPUs over 5 years. What it reveals about the new 2026 valuation logic.

PCE hits 3.8 % – the highest since May 2023. Why both doves AND hawks have ammunition today, what new Fed Chair Warsh can really decide, and the three scenarios investors should be tracking.

Micron closes at $895.88 (+19.29%), reaches $1 trillion market cap in just 48 days. UBS raises price target to $1,625 — what the numbers really mean.

Trump posts “proceeding nicely” while US drones hit Iranian missile launch sites. WTI down 5 %, S&P 500 91 % bullish, yields stable. What the paradoxical market reaction and Iran’s $24B demand really mean.

Trump’s “I could take the oil in Iran” threat isn’t tweet theater. Kharg Island as realistic military target, 3 scenarios (20 % escalation), smart money positioning in defense, oil, gold — and the concrete action plan for DACH investors.