2025 delivered no shortage of drama across the global economic, business, and financial landscape. From DeepSeek’s shockwaves to tariff battles and the relentless march of AI reshaping boardrooms and stock charts, the year had it all. As we step into 2026, Invezz spoke with Bruno Schneller, managing partner at Zurich-based Erlen Capital Management, to unpack
Nvidia stock (NASDAQ: NVDA) tumbled in the pre-market trading on Thursday after Oracle’s disappointing earnings and elevated capex outlook triggered a broader selloff in AI stocks. Oracle’s earnings miss reignited concerns that the sector’s spectacular spending surge may not deliver profits as quickly as Wall Street hoped. The company posted second-quarter revenue that missed expectations
Micron Technology’s stock continues its rapid ascent, hitting fresh all-time highs this week as Wall Street analysts raise their expectations ahead of the company’s fiscal first-quarter earnings report on December 17. The memory chip maker has become one of the standout beneficiaries of surging demand for artificial intelligence hardware, driving its shares to more than
Applications for unemployment benefits in the United States rose sharply last week, marking the largest increase since the early days of the pandemic. Initial claims rose by 44,000 to 236,000 for the week ending Dec. 6, according to Labor Department data released Thursday. The surge followed an unusually low reading during the Thanksgiving week and
The Walt Disney Company and OpenAI forged a landmark partnership on Thursday in which Disney will invest $1 billion in equity in the AI company. As part of the deal, Disney will grant licensed access to more than 200 of its most iconic characters for use in Sora, OpenAI’s short-form generative video tool. The Disney-OpenAI
US stocks opened mixed on Thursday as Oracle’s troubling earnings report spooked investors despite the Federal Reserve’s dovish rate cut just a day earlier. The S&P 500 fell 0.3%, unable to hold Wednesday’s momentum near record highs, while the tech-heavy Nasdaq Composite retreated 0.7%, reflecting broader concerns about AI spending sustainability. The Dow Jones Industrial
The Federal Reserve’s final policy meeting of the year arrives at a moment when the stock market is once again within striking distance of record highs. After stumbling in early November on fears that the artificial-intelligence trade had entered bubble territory, equities have rebounded sharply — and much of that recovery can be traced to
Cracker Barrel shares fell sharply on Wednesday after the Tennessee-based restaurant-and-retail chain cut its annual revenue forecast and posted weaker-than-expected quarterly results, weighed down by a brief but highly publicised logo controversy and softer store traffic. The company also disclosed a significant drop in earnings, deepening concerns about its turnaround efforts as consumer spending weakens.
The BitMine stock price has suffered a harsh reversal in the past few months as demand for crypto treasury companies waned in Wall Street and as Ethereum retreated from its all-time high. Still, fundamentals suggest that the stock will rebound, and possibly blast past $70, its highest level in October. BMNR stock has crashed from
Supermicro stock (NASDAQ: SMCI) has been an underdog in the server market for a long time. But, with the recent boom in the artificial intelligence space, SMCI has shifted into the heart of the AI supply chain, and if everything goes as expected, the company can generate Nvidia-level performance in 2026. Trading in the mid-$30s