In 2026 the AI chip bubble has mathematically surpassed both the Mississippi Bubble of 1720 and Dotcom 2000. Bank of America lays out the concrete numbers on concentration, multiples and risk-reward.
Microsoft +18% revenue, +51% backlog to $392B — stock rises. Meta +33% revenue, +$10B capex guidance — stock down 10%. Why the market values the same AI capex story so differently.
S&P 500 at 7,230, Nasdaq above 25,000 — best April rally since 2020. What the May week brings: earnings (Palantir, AMD, Arm), NFP, ISM, Iran deal, Berkshire meeting.
Il y a exactement une semaine, Intel était le grand perdant. Lorsque Nvidia a déclaré la guerre au marché du
Ce matin, sur la scène du Computex à Taipei, Jensen Huang a annoncé ce qui est peut-être le coup le
Le lundi 22 juin 2026, Alan Greenspan s’est éteint à son domicile de Washington, à l’âge de 100 ans, des
L’espoir aura été de courte durée. Pendant six semaines, Wall Street s’était accroché à un seul récit : le conflit
Iran reviews a 14-point U.S. proposal. Brent fell 22 percent. Disney +8, airlines bet on lower fuel costs. What savings plans, energy, and airlines mean now.
The global semiconductor supply chain is under structural strain — and investors are underestimating which companies benefit sustainably.
The Iran war has exposed Europe’s defense dependency. With NATO spending commitments surging and a new arms race underway, European defense contractors are entering a multi-year supercycle. We analyze the sector, the companies, and the valuations.
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