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Further reading
Berkshire Hathaway has sharply increased its position in Alphabet Inc, the parent company of Google. In the first quarter of 2026, the fund tripled its GOOGL stake, making Google one of the largest bets in its portfolio. We break down why Berkshire chose Alphabet and what this means for GOOGL shares. In Brief In Q3 […]
15 min
From 13 to 15 May, Donald Trump is making an official visit to China accompanied by a delegation of top American executives. Boeing CEO Kelly Ortberg is among them. For Boeing, this trip is a potential opportunity to regain ground in the world's largest aviation market. The visit could result in a contract for the […]
15 min
OpenAI is developing its own AI-powered smartphone, which could bring an end to the era of Apple and Google’s dominance.
14 min
Apple has officially announced a CEO transition: John Ternus, the engineer who spent two decades building the iPhone, Mac, and Apple Watch, will take the helm on 1 September 2026. It is the first leadership change in 15 years, and the market took the news calmly. But the long-term consequences for AAPL shares could be […]
14 min
As Warren Buffett once said, information is the key to success in the market. In trading, this principle holds especially true. A trader who knows in advance when major macroeconomic data will be released gains a significant edge and can plan trades with less risk. In this article, we explain how to effectively integrate the […]
17 min
Oracle has expanded its partnership with Bloom Energy, securing a supply of up to 2.8 GW of power units for its US data centre projects. For Oracle, the strategic value is clear: faster deployment of AI data centres means a quicker path to monetising the 553 billion USD in contracted backlog that the company has […]
16 min
Google, part of the Alphabet holding, has signed a long-term agreement with Broadcom. Under the deal, Broadcom will design and supply Tensor Processing Units (TPUs) along with networking and other components for AI racks through 2031. While the financial details remain undisclosed, the nature of the partnership confirms that Google is focused on the long-term […]
12 min
Boeing signed a seven-year framework agreement with Lockheed Martin and the Pentagon to expand production of PAC-3 MSE Patriot interceptor seekers — the guidance systems that are critical for defeating ballistic and hypersonic threats. Against the backdrop of escalating tensions in the Middle East, demand for missile defense systems is growing, securing a long-term revenue […]
13 min