AI

25 July 2026
Commerzbank Sees AI Trade Turning as Magnificent Seven Fade and Hyperscaler Credit Strain Grows

AI trade hits turning point as Mag 7 fades; hyperscalers’ cash flow weakens, leverage rises, semis volatile.

25 July 2026
Emerging markets weather Middle East energy shock as AI exports support Asia and growth cools in 2026

Emerging markets weather energy shock; Asia diversifies fuel, AI boosts exports, but growth slows and volatility rises.

24 July 2026
US equities slide as Tesla and Google capex prompts tech-led sell-off, yields climb

US stocks sank as Tesla and Google spooked markets with AI capex, negative cash flow, surging yields.

24 July 2026
The AI Trade Is Entering Its Proof Phase

AI semiconductor stocks are entering a new phase as investors weigh strong demand against the need for earnings to justify expectations.

24 July 2026
Lagarde Holds ECB Rates as Energy Inflation Persists, Euro Seen Firmer and AI Boosts Services

ECB holds rates as activity tentatively improves; energy shock keeps inflation high, boosting euro, bond, energy volatility, tech.

23 July 2026
Tech earnings caution, Middle East conflict lifts oil and yields as European equities slip

Tech beats can’t calm markets as capex jumps, oil nears $100, yields spike amid escalating conflict.

23 July 2026
Asia-Pac shares rise as US tech capex drives chipmakers; yen weakens and oil jumps on Red Sea attacks

Asia-Pac stocks firm; chipmakers surge. Yen weak near ¥163, oil up; jobs boost Aussie, ECB looms.

23 July 2026
Mandela Digital launches website as Datavault AI commits $5m to USD-backed Mandela Dollar stablecoin

Mandela Digital launches website; Datavault AI commits $5M backing MUSD stablecoin development, early-access window opens.

23 July 2026
South Korea’s July exports cool as BoK rate hike and hedging flows lift won outlook

Exports surged 52.3% in July; BoK raised rates to 2.75%. Strategy: short USD/KRW, bullish KRW.

23 July 2026
Alphabet EPS surge, Anthropic stake lifts results as cloud growth accelerates and shares steady near $342

Alphabet crushed EPS on Anthropic gains; revenue surged, Cloud jumped 82%, but shares stabilized, favoring options премиум-selling.

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