Market analysis from ActivTrades
By Ion Jauregui – Analyst at ActivTrades Baidu (NASDAQ: BIDU), the Chinese tech giant, is doubling down on autonomous vehicles through Apollo Go, its robotaxi platform. According to industry sources, the company is planning to expand into Europe, with Switzerland and Turkey as its first potential stops. Although Swiss Post has denied any official...
Ion Jauregui – Analyst at ActivTrades The IBEX 35 continues its bullish trajectory and now sits just over 1% away from the 14,000-point level—figures not seen since 2008. This upward momentum is being fueled by strong performances in the financial and infrastructure sectors, with eight of the index’s constituents reaching yearly highs. In the banking sector,...
By Ion Jauregui – Analyst at ActivTrades Amazon (NASDAQ: AMZN) has taken a strategic step by partnering with FedEx (NYSE: FDX) to handle part of the delivery of its bulkier packages. The multi-year agreement, signed in February, marks a significant shift in the logistics chain of the e-commerce giant, which until now had relied less on FedEx, especially after...
By Ion Jauregui - ActivTrades Analyst Indra has entered into a new strategic alliance with German defense giant Rheinmetall for the joint development of armored vehicles, expanding their existing cooperation beyond combat electronics for Leopard tanks. This move comes during the International Defence and Security Fair (Feindef 25) in Madrid and at a critical...
Ion Jauregui – Analyst ActivTrades The recent trade agreement between the United Kingdom and India has delivered a game-changing moment for major alcoholic beverage companies, particularly those with significant exposure to Scotch whisky. The reduction of import tariffs from 150% to 75% opens the door to substantial expansion in one of the world’s most promising...
By Ion Jauregui – ActivTrades Analyst The growing trade tension between China and the United States has once again shaken the foundations of global commerce. In April, container traffic between the two powers fell by 30% to 40%, according to data from Maersk (CPH:MAERSKb), one of the world’s largest logistics operators. This decline comes amid a new wave of...
By Ion Jauregui – Analyst at ActivTrades Taiwan Semiconductor Manufacturing Company (TSMC) has become the heart of today’s technological revolution. In a world where artificial intelligence (AI) sets the pace for economic and geopolitical development, this Taiwanese company plays a key role as the dominant manufacturer of advanced chips. In an environment marked...
Gold Hits All-Time Highs: A Safe Haven Amid Uncertainty and ETF Opportunities By Ion Jauregui – Analyst at ActivTrades Gold prices have reached all-time highs near $3,300 per ounce, driven by a surge in global risk aversion. Trade tensions between the U.S. and China, coupled with Nvidia’s recent warning of a potential $5.5 billion earnings loss due to export...
By Ion Jauregui – Analyst, ActivTrades Trade policy returns to the center of the U.S. economic stage. Donald Trump, in his new electoral program, has reignited his protectionist strategy with proposals for additional tariffs that could exceed 60% on certain products, including footwear, electronics, and manufactured goods imported from China and other regions....
By Ion Jauregui – Analyst, ActivTrades The pair advanced throughout the Asian session, pushing the dollar higher against the pound sterling. A combination of discouraging UK economic data and persistent signs of macro weakness—despite mixed JOLTS employment figures in a clearly disinflationary U.S. economy—could pave the way for Federal Reserve rate cuts....
By Ion Jauregui – ActivTrades Analyst Redeia (REE), operator of the Spanish electricity system and a member of the Ibex 35, has returned to the media and regulatory spotlight following the recent blackout that affected much of the southwestern part of the country. Although the government praised Red Eléctrica’s technical management during the event, everything...
By Ion Jauregui – Analyst at ActivTrades IBM (NYSE: IBM) has announced an ambitious investment of $150 billion in the United States over the next five years, aiming to strengthen its position in the development of quantum computers, mainframes, and critical infrastructure technologies. This strategic decision comes at a key moment when the U.S. technology sector...
by Ion Jauregui - ActivTrades Analyst Saudi Aramco (TADAWUL: 2222), the world’s largest oil company, is accelerating its transformation by heavily investing in synthetic fuels. The Saudi company has announced an investment of hundreds of millions of dollars in new e-fuel plants in Spain and Saudi Arabia, with the ambitious goal of reaching a production of 85,000...
Ion Jauregui – ActivTrades Analyst DoorDash has made an offer to acquire Deliveroo in a deal that could reshape the home-delivery sector in Europe. Deliveroo (LON:ROO), the UK delivery platform that debuted on the stock market in 2021 with a valuation of £7.6 billion, is in talks to be acquired by DoorDash (NASDAQ:DASH). The proposal amounts to approximately...
By Ion Jauregui – ActivTrades Analyst Friday’s session sends a clear message to financial markets: risk appetite is roaring back, and investors are shifting their positions accordingly. While Bitcoin heads for its best week since March—fueled by geopolitical expectations and signs of a softer U.S. trade policy—the gold market, traditionally a haven in times of...
By Ion Jauregui – ActivTrades Analyst Ferrovial has launched a public–private partnership bid for the concession of Terminal B at Newark Liberty International Airport, replicating the financing and operating model it leads at the new Terminal One of JFK Airport in New York. The Port Authority Board allocated USD 35 million for preliminary studies to redesign this...
By Ion Jauregui – Analyst at ActivTrades The U.S. biopharmaceutical industry may soon face significant regulatory changes. According to sector sources, the Trump administration is evaluating a proposal to tie U.S. drug prices to the lowest prices available in other developed countries. This initiative, viewed by companies such as Pfizer Inc. (NYSE: PFE) and Merck...
By Ion Jáuregui – Senior Analyst, ActivTrades Today the Ibex 35 kicked off with strength, surpassing 12,882 points within its first trading hour and leaving behind yesterday’s close of 12,847.40. It was a Friday session marked by the ongoing tension between the U.S. executive branch and the Federal Reserve, which dragged Wall Street lower and spread caution...