Finanza

The opportunity presented by artificial intelligence is entering a new phase.

An analysis reveals that Microsoft, Alphabet, Amazon, Meta, and Oracle have off-balance-sheet commitments of $1.35 trillion, an eightfold increase in four years. This "shadow debt," tied to AI data centers, is set to hit their books soon.

A Trump teleprompter operator was betting on his words before speeches. Trump Media launches Truth API to sell presidential posts to financial firms. Power is now measured in milliseconds.

Emerging‑market equities are being downgraded to neutral. We shift exposure from gold to commodities.

Jensen Huang, CEO of Nvidia, has flagged three new AI-linked tech companies in 2026, following 2025 mentions that generated extraordinary returns of up to 1,400%.

In 2026, markets continue to revolve around a single dominant theme: the rapid scaling of artificial‑intelligence infrastructure. Yet the narrative is evolving. What began as a story focused on software and semiconductors is increasingly becoming a story of physical constraints.

OpenAI has rolled out ChatGPT's personal finance feature to all Plus users in the US. Connect your bank and cards, and the AI analyzes your money with real answers, not generic advice.

Visa, Stripe, Mastercard, Google, Coinbase and 135 other giants launch Open USD, a shared stablecoin that redistributes yields. If it works, it changes both the internet and global finance.

Elon Musk launches X Money in the United States, aiming to turn X into the digital bank of the future. Instant payments, Visa card, cashback, and yields up to 6%: the social network that wants to replace your bank account.

Two days after chip market panic and AI bubble warnings, Micron posts $41 billion in revenue and a 346% year-on-year surge. The stock jumps 15%, pulling Wall Street and the Korean exchange higher. The noise was never the data.

The issuance of artificial‑intelligence‑linked bonds is rapidly becoming one of the most significant opportunities in corporate credit.

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.