Bitcoin Week Ahead: Positioning After the Biggest Shakeout of the Year
Monday, October 20, 2025 — Bitcoin enters the new week licking its wounds but not broken. The spot price hovers near $108k after...
Earnings Week Preview (Oct 20–24, 2025): Big Tech, Detroit, and Defense Set the Tone
The October earnings machine downshifts into a dense, market-moving stretch from Monday, Oct 20, through Friday, Oct 24 (Europe/Berlin). A trio of...
TSMC pops on record Q3, bullish AI outlook and solid Q4 guide
Date: Thursday, October 16, 2025 (Europe/Berlin)Tickers: TSM (NYSE), 2330 (TWSE) Market snapshot Taiwan Semiconductor Manufacturing Co. (TSMC) reported a record third quarter, sending...
Nvidia Upgraded, AMD Reaffirmed: HSBC Turns More Bullish on the AI Chip Cycle
HSBC has upgraded Nvidia to Buy and raised its price target, while reiterating a bullish stance on AMD with a higher target as well. The bank’s...
LVMH Q3 2025: A Long-Awaited Turn Sparks a Luxury Rally
Key takeaways Organic sales returned to growth in Q3, up roughly ~1% YoY, modestly ahead of muted expectations. Nine-month revenue reached €58.1bn....
Wall Street’s Big Four Kick Off Bank Earnings With Broad Beats as Deal Revival Lifts Profits
Date: October 14, 2025 (Europe/Berlin) U.S. bank earnings season opened with a clean sweep of beats from JPMorgan Chase, Goldman Sachs, Citigroup, and Wells...
Apple Margins Face Fresh Pressure From iPhone 17 Mix Shift and Tariff Uncertainty
Why the iPhone 17 Mix Matters So Much Apple’s iPhone economics are exquisitely sensitive to which models customers choose: Blended...
JPMorgan stock: What to expect ahead of tomorrow’s Q3 print
JPMorgan Chase is slated to report third-quarter results tomorrow (Tuesday, October 14, 2025) before the U.S. market open. With the stock rallying...
Rolls-Royce and Siemens Forge Strategic Alliance to Drive Digital Engineering in Submarine Technology
Introduction: A new era for defense innovation In a move that could redefine the future of naval engineering, Rolls-Royce Submarines has signed...
Earnings to Watch Next Week (Oct 13–17, 2025): Banks Take the Stage, Chips and Luxury Add Firepower
TL;DR (London time — BST) Tue–Wed: U.S. megabanks dominate with JPM, GS, WFC, C, BLK (Tue) and BAC, MS (Wed) — tone-setters for credit quality,...