Market 02/09: Google Issues $20 Billion in New Debt
AI Drives S&P 500 Near Record Highs. Takaichi Scores Big Win in Japan Election.
MACROECONOMICS
MARKET KNOWLEDGE
Big Tech Q4/2025: Who Can Afford $800B CapEx?
TSMC – Google – Amazon – Microsoft: Where Is the AI Spending Going?
Tesla: When 2/3 of Valuation Lies in the Future
From EVs to Robotaxi and AI. How Much Faith Justifies Tesla's Valuation?
US Banks Q4/2025: Divergence in Growth
Profits Remain High, Trading Booms, but Policy Risks and Business Model Pressures Are Shaping the 2026 Landscape
MARKET DAILY
Market 02/10: US-Iran Talks Still Nowhere in Sight
AI Replacement Trade Hits Financials
Market 02/09: Google Issues $20 Billion in New Debt
AI Drives S&P 500 Near Record Highs. Takaichi Scores Big Win in Japan Election.
Market 02/06: Buying Pressure Shows No Sign of Stopping
$800B Big Tech CapEx Lifts Entire Chip Sector
ENTREPRENEUR PERSPECTIVE
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