
Micron, memory chips, and the artificial intelligence bill: what 2025 teaches investors
Ruben Dalfovo
Investment Strategist
The fashion comeback trade: why the sector is perking up again
Ruben Dalfovo
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Robotaxi reality check: Tesla’s big swing meets a crowded road
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When AI turns into hardware, margins matter: Broadcom’s latest quarter
Ruben Dalfovo
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Oracle’s AI bill arrives: what the selloff really tells investors
Ruben Dalfovo
Investment Strategist
Inside the AI engine room: Broadcom’s results and the quiet reshuffle in data-centre chips
Ruben Dalfovo
Investment Strategist
Cloud, debt and AI promises: the Oracle checklist before earnings
Ruben Dalfovo
Investment Strategist
One studio, two bidders: what the Netflix–Paramount battle for Warner means for investors
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Why your bank keeps changing name: Europe’s quiet consolidation
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