Finanza

Artificial intelligence, data centres and electrification are reshaping global investment flows. Emerging markets, particularly in Asia, are becoming key beneficiaries thanks to their strategic role in the technology value chain.

Technology companies, semiconductor firms, and AI‑infrastructure businesses are driving the markets.

In the premium business‑card segment, perceived value is often tied to the status the card conveys.

Corporate spreads still attractive, short duration, selective technology and cheap emerging markets: how portfolio managers are rethinking allocations amid persistent inflation and still-low real rates.

Nearly two-thirds of card transactions in the eurozone run on American infrastructure. The digital euro agreement is not just an app: it is a sovereignty issue that affects every European citizen.

Investments are increasingly focused on AI giants, while the rest of the market struggles.

Anthropic, the company behind Claude, is approaching a one-trillion-dollar valuation with revenues tripled in a single year. An unmistakable signal: AI is not a passing trend, it's the future of work itself.

Reusable launch technology pioneered by SpaceX has fundamentally transformed the economics of space access, unlocking new markets and pre‑empting many of today’s most significant investment themes.

The partnership with Weltix enables the native digital issuance and circulation of financial instruments on Consob‑authorised DLT registries

Digital Realty will host a 10 MW supercluster for Mistral AI, increasing the computing power available in Europe

A global “risk‑off” sentiment spread, with almost every region posting outflows after Europe had shown greater resilience the previous week.

We have not yet reached a “ChatGPT‑level” moment in humanoid robotics, but we are fast approaching it, and the scaling laws that have driven progress in large‑language models (LLMs) appear to apply to this sector as well.

Emerging‑market equities posted a strong rally in April, buoyed by improved investor sentiment following the United States‑Iran cease‑fire agreement.

Franklin Templeton describes a sweeping overhaul of global finance built on blockchain rails, programmable tokens, and digital cash systems that could reshape markets, banking, and investing by 2030.

The Janus Henderson Investor Survey reveals how investors view AI: from investment opportunities to financial advice

The EU’s 2026 tokenisation framework lets issuers launch digital‑first securities on permissioned blockchains. The move cuts settlement friction, opens new capital sources for SMEs and feeds AI with on‑chain data for real‑time pricing, risk analytics and compliance.

The cyber‑intelligence company founded by the Italian Marco Riccardi – which has seen Italy become its main market since 2024 – has completed a €7.3 million financing round, also intended to strengthen the firm’s presence in the country.