
One backlog to rule them all: Oracle’s shock that shook Wall Street
Jacob Falkencrone
Global Head of Investment Strategy
Oracle’s mic drop moment: from cloud laggard to AI market darling
Jacob Falkencrone
Global Head of Investment Strategy
ASML’s AI bet on Mistral: Europe’s hardware giant backs its software hope
Jacob Falkencrone
Global Head of Investment Strategy
Alphabet dodges breakup, adds USD 230 billion in a day
Jacob Falkencrone
Global Head of Investment Strategy
Nvidia earnings up next: the AI boom’s make-or-break moment
Jacob Falkencrone
Global Head of Investment Strategy
Palo Alto proves its strength—but the road ahead just got steeper
Jacob Falkencrone
Global Head of Investment Strategy
Buffett buys UnitedHealth, trims Apple — what it signals for investors
Jacob Falkencrone
Global Head of Investment Strategy
Washington eyes stake in Intel – and a bigger hand in America’s chip future
Jacob Falkencrone
Global Head of Investment Strategy
Nvidia and AMD pay 15% toll for China access in unprecedented US deal
Jacob Falkencrone
Global Head of Investment Strategy
Rheinmetall earnings: waiting for Europe’s rearmament to fire
Jacob Falkencrone
Global Head of Investment Strategy
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