ブログと分析
市場を動かすもの、そしてその理由。
企業、市場、経済の背景をわかりやすく解説。日付順に並んでいます。
Broadcom and AI revenue, from 8.4 to 10.7 billion dollars
Broadcom expects 10.7 billion dollars of AI revenue in the current quarter. Why custom chips are becoming the second pillar of the boom.
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Twelve lows against seven highs, the quiet market indicator
More one year lows than one year highs with an index near its record. What this figure says about market breadth and how to read it.
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Three refineries at a one year high, the spread makes the profit
Phillips 66, Marathon Petroleum and Valero marked new one year highs. Why for refineries it is not the oil price that counts but the spread.
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Pfizer at a two year high, health stocks become a refuge
Pfizer and Solventum set new yearly highs in early September. Why investors reach for health stocks in a difficult market environment.
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The next bottleneck is power, data centers in the gigawatt range
New AI data centers do not need megawatts but gigawatts. Why the power supply is becoming the real bottleneck of the whole AI build out.
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Wall Street heads for a fourth winning year in a row, longest run since 2007
Dow, S&P 500 and Nasdaq are heading for a fourth winning year in a row. For the S&P it would be the longest run since 2007. Market breadth stays narrow.
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Micron on 30 September, the sentiment test for the memory cycle
Micron reports figures on 30 September. Why the date could matter more for the whole AI field than any other announcement this month.
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US industry grows more slowly, employment nears the zero line
The purchasing managers index fell to 54.6 points in August and the employment part to 51.2. What the figures mean for growth and price pressure.
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Two central bankers against the rate rise, the calculation changes
Two senior central bankers speak out against an early rate rise. What that means for the expectations that are priced into the markets.
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When a refund flatters the accounts, reading one off effects properly
One off special items can change a quarterly result considerably. How to spot them and why they are so often overlooked in the figures.
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Hiring drops by 278,000, the quieter labour market figure
The number of new hires fell by 278,000 in July and the hiring rate to 3.2 percent. Why that figure says more than the unemployment rate.
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Bond yields and the oil price slow the Dax, the losing streak ends
Rising yields and high oil prices weighed on the Dax for three days. On Thursday the index turned positive, supported by signals for a rate pause.
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Energy leads 2026 with plus 43 percent, consumer stays behind
Eight of the eleven sectors in the S&P 500 are up in 2026, energy leads with 43 percent. Consumer stocks lag. Cyclical consumer sits at the bottom.
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Eight year old graphics chips at new prices, the depreciation question
One operator rents out eight year old Nvidia chips until 2029 at new prices. What that says about the lasting value of AI investments.
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Nvidia reports 82 billion dollars in quarterly revenue and doubts still remain
Nvidia reports 82 billion dollars in quarterly revenue and 75 billion in the data center business. Why investors nevertheless stay skeptical.
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Consumer discretionary at the bottom, minus 2.3 percent in a record year
Consumer discretionary is down 2.3 percent and is the only clearly negative sector in the S&P 500. What lies behind the sector shortfall.
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Casinos and cruise lines at yearly lows, consumer spending crumbles first
Wynn Resorts, Las Vegas Sands, VICI Properties and Carnival set new yearly lows. What that reveals about the spending mood of households.
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US construction spending at its lowest since 2023, building stocks give way
Construction spending fell 0.5 percent in July to its lowest since October 2023. Housing stocks gave way. The decline takes effect only later.
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Japan's consumers under pressure, the rate decision becomes a balancing act
Rising living costs weigh on Japan's households and domestic demand stays weak. What that means for the central bank and its rate decision.
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Nike at a twelve year low, eight quarters of China decline
The Nike share trades at its lowest level since 2014. What the China business has to do with it and why the margin looks better than it is.
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Strategy sells bitcoin to pay dividends and sits on an 8.6 billion dollar paper loss
Strategy sells bitcoin to pay dividends and sits on an 8.6 billion dollar paper loss. Why the premium to the holdings has disappeared.
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Gold price now in 2026, why gold is 22 percent below its record despite the war
Gold is around 22 percent below its January high. Why the real interest rate and not the war sets the price and what Jackson Hole can change about it.
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Starbucks grows 7.9 percent and still reports falling revenue
Starbucks grows 7.9 percent in comparable sales and still reports falling revenue. What the transfer of the China business explains.
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Spain grows twice as fast as the EU but incomes lag behind
The Spanish economy grows 2.4 percent in 2026 on the European Commission forecast, more than twice the European average of 1.1 percent. Other houses expect around 2.1 percent, while income per head rises far more slowly.
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Royal Bank of Canada reports on 27 August and manages 2.4 trillion Canadian dollars
Royal Bank of Canada reports on 27 August and manages 2.4 trillion Canadian dollars. What matters in the quarter and how the rate picture turns.
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TSMC lifts July revenue 44.7 percent and is sold out on 2 nanometre for the year
TSMC lifts July revenue 44.7 percent and is sold out on 2 nanometre for the year. What a wafer costs and how Arizona is developing.
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UnitedHealth plans 439 billion dollars of revenue and expects fewer members
UnitedHealth expects more than 439 billion dollars of revenue in 2026 while insuring fewer people. How the margin is meant to rise through prices.
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Turkey in 2026, why an index exclusion would hit the exchange harder than any crash
Turkey faces exclusion from important emerging market indices because of extreme price movements. What lies behind it and what the consequences would be.
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JPMorgan stands at 965 billion dollars and could become the first bank worth a trillion
JPMorgan closed at a market value of 965 billion dollars, 35 billion short of a trillion. What the step requires and who might get there first.
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Ford earns more on falling revenue and raises guidance for the second time
Ford earns more on falling revenue and raises guidance for the second time. Why the profit comes from prices rather than from unit sales.
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Airbus has to deliver 519 aircraft in the second half to hold its target
Airbus has to deliver 519 aircraft in the second half to hold its target. What the half year figures show and why cash flow was negative.
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Uber lifts bookings 24 percent and the share still falls five percent
Uber lifts gross bookings 24 percent and the share still falls five percent. Why revenue grows more slowly than the booking volume.
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Adidas reaches record revenue thanks to the World Cup and spends 212 million euros more on marketing
Adidas reaches record revenue thanks to the World Cup and spends 212 million euros more on marketing. Why the share falls all the same.
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Palantir grows 93 percent and the share jumps 29 percent in a day
Palantir grows 93 percent to 1.94 billion dollars of revenue and the share jumps 29.5 percent. Why the stock was still down on the year.
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From textile maker to AI stock, how one word at the annual meeting set off a 56 percent gain
One sentence at the annual meeting turned a synthetic fibre maker into an AI stock. Five trading days later the gain stood at 56.09 percent.
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Intel raises 20 billion dollars and meets demand of 100 billion
Intel placed 20 billion dollars of stock against orders of around 100 billion. What sits behind the demand and where the analysts disagree.
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Four European small caps by the numbers, and why for two of them the data is not enough
At Siili the half year figures contradict the description. At Lokotech current data is missing, and at two others there is nothing to check.
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Apple has to change its tracking prompt across almost the whole EU
Apple will rework the consent prompt for App Tracking Transparency. Four months to comply, seven years of commitments and an advantage for the ad business.
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Micron is up 240 percent and still 20 percent below its June high
Micron is up 240 percent and still 20 percent below its June high. Why this memory cycle could be different from all the earlier ones.
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Adobe triples its AI revenue past 500 million dollars and accepts slower growth for it
Adobe triples its AI revenue past 500 million dollars and accepts slower growth. Why analysts stay at hold all the same.
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The Nordic summer of takeovers, Mandatum buys in Stockholm, Viscaria digs in Kiruna
Mandatum buys in Stockholm, Sampo grows with corporate clients, Viscaria raises billions for a copper mine with no revenue. What links the three cases.
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T Mobile US misses the earnings estimate by 40 cents per share
T Mobile US misses the earnings estimate by 40 cents per share. Why three other measures matter more at a mobile operator than a quarterly result.
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Champagne starts its earliest harvest on record and cuts the volume at the same time
Champagne has begun the earliest grape harvest in its recorded history. The official picking dates published on 12 August fall between 8 and 22 August depending on village and grape variety.
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Hims and Hers grows 38 percent and misses on earnings by a factor of seven
Hims and Hers grows 38 percent and misses badly on earnings. Why the obesity treatments cost margin and analysts raise targets anyway.
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Allianz pays 6.5 billion euros in dividends and is the largest payer in the DAX
Allianz pays out 6.5 billion euros and remains the largest dividend payer in the DAX. Why the largest sum does not mean the highest yield.
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Alphabet posts negative cash flow for the first time and loses seven percent in a day
Alphabet reports a negative cash flow for the first time and falls seven percent. What the data centre build out does to the balance sheet.
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A plum snack is called LLM, how a ticker was worth 193 percent on the Hong Kong exchange
A maker of plum snacks carries the ticker LLM and rose 193.71 percent on its first trading day. What the ticker did and what it did not.
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Surf Air Mobility by the numbers, a software contract worth twelve million and negative equity of 42.5 million
A software contract worth twelve million dollars and equity of minus 42.5 million. Which figures should be read first at this company.
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Reddit grows 61 percent, joins the S and P 500 and is still down 30 percent
Reddit grows 61 percent, joins the S and P 500 and is still down 30 percent. Why traffic is the decisive worry for the business.
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The euro climbs above 1.16 dollars to a two month high as the market gives up on a rate hike
The euro moved above the 1.16 dollar mark on Monday and reached its highest level in two months. Behind the move are fading expectations that the American central bank will raise interest rates.
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ServiceNow beats every target and the share still falls 6.5 percent
ServiceNow beats every target and the share still falls 6.5 percent. Why the margin rather than the growth decides the reaction.
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Vestas raises its margin target and starts a buyback, one bank stays sceptical
Vestas reported a 26 percent rise in revenue to 4.7 billion euros for the second quarter of 2026 on 12 August. The operating margin reached 9.4 percent. The Danish wind turbine maker then lifted its target range.
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Meta loses eight percent in a day while Microsoft gains 15 percent
Meta loses eight percent in a single day while Microsoft gains 15. Why raised investment budgets no longer count as a good sign.
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Green steel in 2026, why the three billion euro project in Duisburg hangs in the balance
Financing for a three billion euro green steel project is being renegotiated because the hydrogen assumption failed. Technology, costs and support explained.
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Universal Health Realty lifts quarterly profit to 5.9 million dollars and raises the dividend
Universal Health Realty lifts quarterly profit to 5.9 million dollars and raises the dividend to 75 cents. Why rates matter so much for property trusts.
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Tokyo at record levels, Beijing on hold, why Asia's markets are drifting apart in 2026
The Nikkei is at a record, Malaysia grows by 6.0 percent, China does not move. What divides the markets and why a single industry is behind it.
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Eli Lilly grows 55 percent and becomes the most valuable drugmaker in the world
Eli Lilly lifts revenue 55.5 percent to 19.8 billion dollars and passes a trillion dollars in market value. Why the valuation leaves little room.
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PayPal grows five percent and operating profit still falls eight percent
PayPal grows five percent and operating profit still falls eight percent. Why buybacks of six billion dollars barely lift the earnings.
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Spotify reaches 300 million paying subscribers and the share still falls
Spotify passes 300 million paying subscribers and the share still falls. Why the licensing costs let the margin rise.
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Salesforce reports 3.4 billion dollars from AI subscriptions and still faces doubts on deals
Salesforce reports 3.4 billion dollars from AI subscriptions and still faces doubts on deals. Why guidance stays slightly below expectations.
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Rheinmetall reaches an 80.5 billion euro order book and still cuts revenue guidance
Rheinmetall reaches an 80.5 billion euro order book and still cuts revenue guidance. What a halted frigate programme costs.
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IBM loses 25 percent and 73 dollars per share in a single day
IBM falls 25.2 percent and 73 dollars per share in one day. Why customers shifted their budgets from software to hardware at short notice.
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118.57 dollars in quarterly earnings per share, why Taiwan's record figures come from two very different sources
A 3,419 percent profit jump at a memory specialist, 281 percent at a merged financial group. Both figures are right and come about in different ways.
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Oracle plans fresh job cuts and borrows billions for data centres at the same time
Oracle prepares new job cuts while raising billions for data centres. Why the share falls despite 17 percent revenue growth.
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Italy takes over from Greece as the most indebted country in the eurozone
Italy will overtake Greece on public debt at the end of 2026 and inherit last place in the eurozone after two decades. The multi year budget plan of the Italian finance ministry puts the ratio at 138.6 percent of output.
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Broadcom could pile up 370 billion dollars of debt through its financing vehicle
Bank of America expects 370 billion dollars of debt in the financing vehicle for AI chips. Why Broadcom itself discloses only 29 billion of exposure.
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SpaceX share falls below its issue price after 911 million papers came free
The SpaceX share falls below its issue price after 911 million papers came free. Why a lock up period works so strongly.
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At Robinhood prediction markets bring in more than crypto trading for the first time
At Robinhood prediction markets bring in more than crypto trading for the first time. What event contracts are and why states are challenging them.
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Kongsberg passes ten billion kroner of revenue for the first time and the share still falls
Kongsberg passes ten billion kroner of revenue for the first time and the share still falls. Why order intake is the more important measure.
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Shopify grows 34 percent and the share jumps 26 percent before the open
Shopify grows 34 percent to 3.58 billion dollars and the share jumps 26 percent. Why payment processing drives the earnings.
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EasyJet cancels 98 flights in France as cabin crew complain of 60 roster changes a week
EasyJet cancelled around 100 flights to and from France over the weekend because of a cabin crew strike. The union SNPNC FO says at least 98 services were dropped, 47 on Saturday and 51 on Sunday.
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GameStop clears 1.4 billion dollars of debt without cash and the share falls twelve percent
GameStop swaps 1.4 billion dollars of convertibles for new shares. Why the balance sheet improves and the share still loses twelve percent.
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Volkswagen loses a third of its profit and drops its revenue guidance
Volkswagen loses a third of its profit and drops its revenue guidance. What China and the tariffs cost and why the electric orders do not help.
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Visa and Mastercard both grow 14 percent and still trail the market
Visa and Mastercard each lifted revenue 14 percent yet lagged the broad market. Value added services, margins and one risk out of Europe.
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674 percent in one day, how a non-binding memorandum of understanding multiplied a stock sevenfold
A non-binding memorandum of understanding with no revenue figure met 1.65 million tradable shares. The result was a one-day gain of 674 percent.
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Berkshire buys Alphabet for 17 billion dollars and ends 14 quarters of net selling
Berkshire Hathaway raised its stake in Google parent Alphabet by around 17 billion dollars in the second quarter. Alphabet is now the third largest position in the conglomerate's equity portfolio.
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Nike books a 986 million dollar tariff refund and triples profit on paper
Nike books a 986 million dollar tariff refund and triples profit on paper. What is left after adjusting and how China is developing.
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Diesel costs more than 70 dollars above crude because the refineries are missing
The premium for European diesel over Brent rose from 25 to more than 70 dollars a barrel while crude itself fell. What sits behind the split.
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Snowflake grows 34 percent and reports on the next quarter on 27 August
Snowflake grows 34 percent and reports on the next quarter on 27 August. Why the consumption model makes the guidance special.
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Ukraine receives 90 billion euros from the EU, yet four fifths of its debt is in foreign currency
The European Union gave final approval on 23 April 2026 to an interest free loan of 90 billion euros for Ukraine. The funds are spread over 2026 and 2027. Around 60 billion euros are earmarked for defence.
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McDonalds grows only 0.8 percent in the US and replaces its home market leadership
McDonalds grows only 0.8 percent in the United States and changes its home market leadership. Why drinks are the hope for the quarters ahead.
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Energiekontor confirms its guidance in the morning and cuts it by 88 percent in the evening
Energiekontor expressly confirmed its 2026 profit guidance with the half year report on Thursday morning. On the evening of the same day the wind and solar park developer from Bremen cut it sharply.
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Paramount buys Warner Bros Discovery for 110.9 billion dollars and waits on the regulators
Paramount Skydance takes over Warner Bros Discovery for 110.9 billion dollars. How Netflix stepped away and what the delay fee says about the timetable.
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TNL Mediagene by the numbers, 300 million yen of trading volume and a delisting process under way
300 million yen in five days is documented. Three days earlier came the determination on the coming removal from stock exchange trading.
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Five groups will spend up to 800 billion dollars on data centres in 2026
Amazon, Alphabet, Microsoft, Meta and Oracle plan 775 to 800 billion dollars of spending in 2026. Why investors now take that as bad news.
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Coca Cola sells more than in 17 years and the share reaches a record high
Coca Cola sells more than in 17 years and the share reaches a record high. What the football World Cup contributed to that.
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Index rules in 2026, how MSCI and S&P decide on billions in flows to emerging markets
Index providers decide which countries count as emerging markets. How that classification works, which criteria matter and what a downgrade sets off.
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Pfizer beats expectations and still reports a loss per share
Pfizer beats expectations and still reports a loss per share. Why write downs of 4.3 billion dollars sit behind that.
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Soitec loses 34 percent of revenue and the share still rises 14 percent
Soitec loses 34 percent of revenue and the share still rises 14 percent. Why cash flow and photonics decide the reaction.
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Goldman Sachs delivers the best quarter of its 157 year history with 20.34 billion dollars
Goldman Sachs posts net revenue of 20.34 billion dollars, the best quarter in its history. Why results like that are hard to repeat.
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Japan's economy grows for a third quarter in a row but only half as fast as expected
The Japanese economy grew by 0.3 percent in the second quarter of 2026 against the previous quarter. That comes from preliminary government data published on Monday.
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AMD targets more than 80 percent growth in servers for the second half
AMD is aiming for more than 80 percent growth in its server business in the second half of 2026. Oracle builds the first public cluster with 50,000 units.
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Greek central bank warns on tourism as revenue jumps 26 percent
The Bank of Greece warns in its latest monetary policy report about climate change, overtourism and the growing dependence of the economy on travel. The warning lands in a year when travel revenue is rising sharply.
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Walmart trades at 37.6 times earnings and has to deliver this week
Walmart is valued at 37.6 times expected earnings and reports on 20 August. Why good numbers were not enough the last time round.
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Realty Income raises the dividend for the 115th time in a row and moves into data centres
Realty Income raises the dividend for the 115th time in a row and starts a six billion dollar data centre venture with a partner.
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British American Tobacco cuts 5,500 jobs and grows only 2.9 percent
British American Tobacco grew only 2.9 percent and is cutting 5,500 jobs. What the gap between revenue and earnings says about the group.
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Airbnb grows 17 percent and wins the most first time bookers in four years
Airbnb grows 17 percent and wins the most first time bookers in four years. Why revenue per booking grows more slowly than volume.
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Heidelberg Materials grows six percent and still trims its profit range
Heidelberg Materials grows six percent and still cuts the top of its guidance. Why the margin is the decisive measure in building materials.
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Berkshire buys again after 14 quarters and sits on 365 billion dollars of cash
Berkshire returns to net buying after 14 quarters and holds 365 billion dollars in cash. What was sold and how concentrated the portfolio now is.
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A sweet that belongs to nobody, how India got its first meme stock through a mix-up
A sweet as a diplomatic gift, a video, a similar name. How India got its first meme stock through a case of mistaken identity.
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Chevron repays 8.4 billion dollars of debt and faces the windfall tax debate
Chevron repaid 8.4 billion dollars of debt in the second quarter and invests at the low end of its plan. Why crude falls despite the conflict.
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Ukraine in 2026, why the 90 billion loan is melting away faster than planned
With military spending of around 450 million dollars a day, the European loan may not last to the year end. Figures, mechanics and the cost of reconstruction.
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The Nvidia boss warns of a bubble himself and proposes a model that reminds critics of 2008
Jensen Huang has warned of a possible bubble in artificial intelligence and stressed that the market for the underlying infrastructure is extremely cyclical. Once the demand surge fades, overcapacity could build up.
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Xos share explodes 120 percent after a first American air force contract
The Xos share rises 120 percent after its first defence contract. What the mobile charging system does and what figures sit behind it.
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Cloudflare cuts 20 percent of its jobs and grows 36 percent at the same time
Cloudflare cuts 20 percent of its jobs and grows 36 percent at the same time. Why 150.7 million dollars of restructuring costs explain the loss.
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Rio Tinto raises the interim dividend 43 percent to 3.4 billion dollars
Rio Tinto raises its interim dividend 43 percent to 3.4 billion dollars. Why copper rather than iron ore now carries the result.
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Disney beats clearly with 2.06 dollars per share but misses on revenue
Disney beats clearly with 2.06 dollars per share and misses on revenue. Why the parks carry the result while a rival reports falling visitor numbers.
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Nestlé turns the boom in weight loss jabs into a business of its own
Nestlé does not want to treat the success of weight loss jabs such as Ozempic and Wegovy as a threat, but to earn from it. The Swiss food group is using artificial intelligence to develop products aimed at the side effects.
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Netflix loses the race for Warner Bros and now bets on games and sport
Netflix walks away from Warner Bros Discovery and saves around 28 billion dollars. Why the company is now betting on games and sport.
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Talanx reports records in every division and pulls the DAX insurers up with it
Talanx lifted its profit in the first half of 2026 by more than expected and raised its outlook. The share gained 3.5 percent.
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Amazon lifts cloud revenue 37 percent and slips into negative cash flow
Amazon grows cloud revenue 36.7 percent and free cash flow falls to minus 7.6 billion dollars. How the build out is being financed.
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A maker of rails with 87 percent margin, how Kingslide became the most expensive share in Taiwan
A maker of slide rails posts a gross margin of 87.42 percent and passes 10,000 Taiwan dollars per share. How that came about.
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The CLARITY Act before the US midterms, why a bill hangs on three weeks in September
The most important American crypto bill hangs on three weeks in September. What it settles, where it is stuck and what happens if it fails in the Senate.
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Nvidia halves its guarantee for OpenAI from 250 to under 120 billion dollars
Nvidia has sharply scaled back its planned financing guarantee for an OpenAI data centre in Ohio. Instead of the roughly 250 billion dollars first negotiated, the chip group will initially cover less than 120 billion.
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Norway's wealth fund earns 184 billion dollars in the first half
Norway's sovereign wealth fund made a profit of 1.753 trillion kroner in the first half of 2026, worth about 184.3 billion dollars. The return came to 9.4 percent. It is the highest krone result in the fund's history.
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Kandi Technologies by the numbers, 2.9 million dollars to enter a billion dollar field
2.9 million dollars to enter a billion dollar field, alongside 211.9 million dollars in cash and a shrinking core business.
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The end of the CHIPS billions, why 2026 is the last funding year for America's chip plants
2026 is the last fiscal year with money for America's chip plants. What was paid out, what was renegotiated and what it means for Asia's makers.
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Cyberoo by the numbers, a financial year of 15 months and a receivable from its own major shareholder
Accounts covering fifteen months, a receivable from its own major shareholder and more than 200 consulting contracts arising from an EU directive.
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Taiwan's most expensive election, how rising costs decide who can even run
On 28 November Taiwan elects nine levels of office at once. How rising costs and a refund paid afterwards decide who can even stand for office.
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AI on credit in 2026, why data centres are changing the balance sheets of technology groups
The data centre build out is increasingly financed by debt. How negative cash flow arises, what ratings mean and what bondholders should watch.
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Vestas delivers record figures and one bank stays sceptical anyway, what lies behind the argument over earnings quality
Revenue up 26 percent, a margin of 9.4 percent, a buyback of 400 million euros. Why one bank still stays at underweight and what earnings quality means.
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EU and Australia in 2026, what the free trade agreement means for industry and raw materials
After eight years the talks are finished. Which tariffs fall, which sectors gain and why access to lithium is the real core of it.
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Value-Up in South Korea in 2026, how a country wants to reduce its valuation discount
South Korea is reducing the Korea discount with governance reforms. What the programme covers, what role tax incentives play and where the biggest risk lies.
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Indonesia 2026, how a growth economy is losing its own stock market
The Jakarta benchmark index is the world's weakest and the rupiah at a record low. Figures, causes and the role of the state fund and the central bank.
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