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16/6/2026

Capital markets are watching SpaceX with unusual anticipation in June 2026, as after years of speculation, the company is finally moving toward a moment that could rewrite the rules of the game. Investors today aren’t debating whether the IPO will happen, but rather what numbers and ambitions SpaceX will set for itself upon going public and whether it will be able to justify a valuation that could already rank it among the world’s most valuable public companies at its debut.
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8/6/2026

On Friday, May 29, 2026, financial markets woke up to news that took investors’ breath away worldwide. Something big had just happened to a stock that many people considered just another tech company from the past decade. The market reacted so violently that questions arose as to whether we were witnessing the awakening of a giant that had quietly become a key player in the greatest technological revolution of our time. Something has changed in Dell’s results, and that something is more powerful than anyone imagined. The numbers reflecting this development are changing our perspective on where we currently stand in the AI investment cycle.
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1/6/2026

In the days leading up to May 20, 2026, tension built on Wall Street, palpable in every movement of the indices and in the valuations of tech giants. Nvidia became the center of attention not as a typical semiconductor company, but as a key indicator of whether the AI narrative was still strong enough to support trillion-dollar valuations and record-high U.S. stock prices. The anticipated first-quarter earnings were expected to show whether demand for AI chips, data centers, and the next generation of computing infrastructure continues to grow at an extreme rate or is beginning to hit its limits.

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