Fintech
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Tesla surges 4% after earnings supporting sentiments Wall Street
Yesterday’s U.S. earnings calendar was clearly dominated by Tesla (TSLA.US), which beat market expectations on both earnings per share and…
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Microsoft – Is the Giant Already Undervalued?
Key takeaways Attractive Valuation Metrics: With a forward P/E of 22x (25% below the 5-year average) and a PEG ratio…
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“AI” Layoffs: Is it a fiction?
Headlines about successive layoffs, carried out or planned, mostly in the US and mostly in technology-related sectors, have become a…
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Earnings – Wells Fargo, Profit Growth Versus Earnings Quality
Wells Fargo started 2026 with a quarter that, at first glance, appears solid at the earnings level, but in reality…
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Tech Talk – SaaS-Pocalypse
Despite moderately cautious investor sentiment, today’s session marks yet another day of sharp declines for software stocks. This move is…
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Nvidia – Can it Reach $1 Trillion in Revenue
During the recent GTC 2026 conference, Nvidia once again demonstrated that it plays in its own league. The bar it had…
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The Memory Hungry Rally Could Last Longer Than we Think
The global semiconductor memory market is entering a new, long-term phase of shortages that could last until 2030. This is the…
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