Investitori

Intel upsized its stock sale from $15B to $20B after demand topped $100 billion. The market is betting on Intel's AI chip comeback, but the race with TSMC is far from settled.

26 agostoEditorial Team2 min lettura

FINANZA GOOGLE INVESTITORI

Shadow Borrowing: Big Tech's $1.35 Trillion Hidden Debt Shaking the Future of Digital

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.

24 luglioEditorial Team2 min lettura

HARDWARE INVESTITORI

OpenAI’s record losses and the infrastructure race: bubble or necessary investment?

OpenAI reportedly posted sizable losses in Q1 2026 despite strong revenues. From data centers to chips and talent, the bet is infrastructure. Bubble or price of an AI revolution? Official sources signal a market scaling fast.

19 giugnoEditorial Team2 min lettura

INVESTITORI RICERCA

The Dawn of the Space Economy: Are We Facing the Greatest Opportunity of the Last Thirty Years?

From GPS to weather forecasts, from internet access in remote areas to climate monitoring: the Space Economy is already worth $450 billion and growing three times faster than global GDP. The moment is now.

5 giugnoEditorial Team2 min lettura

AI INVESTITORI FINANZA

Two-thirds of US investors fear an AI bubble over the next 12 months and are calling for transparency from advisers who use it

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

19 maggioEditorial Team3 min lettura

BLOCKCHAIN INVESTITORI

Contrasting Flows in the Crypto Market: Weakness of the Big Coins, Resilience of XRP and Solana

Digital assets experienced outflows of $1.07 billion, marking the first negative week after seven consecutive positive weeks; nevertheless, sentiment improved toward the end of the week, returning to net inflows after news surrounding the CLARITY Act.

19 maggioEditorial Team2 min lettura

ENTERPRISE FINANZA INVESTITORI

QuoIntelligence closes a €7.3 million Series A to scale Unified Risk Intelligence across Europe

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.

27 aprileEditorial Team2 min lettura

INVESTITORI

Bitcoin Between a Thin Market and Resuming Inflows: Potential Acceleration Ahead

Analysis by James Butterfill, Head of Research, and Marc des Ligneris, Senior Portfolio Manager – CoinShares

17 aprileEditorial Team4 min lettura

FINTECH INVESTITORI

Smartwage Closes Pre‑Seed Round with Step Fund, the Venture‑Capital Arm of ACP SGR

Smartwage Closes Pre‑Seed Round with Step Fund, the Venture‑Capital Arm of ACP SGR, to Transform Corporate Welfare into Real‑World Spending by Harnessing the Full Potential of AI and Digital Payments. The transaction involves a total investment of €2 million

16 aprileEditorial Team2 min lettura

AI BUSINESS INVESTITORI INNOVAZIONE

The Age of Droids – Investing in the Humanoid Revolution

Agentic AI and humanoid robots are set to transform labor and investments. GAM Investments outlines the opportunities and risks.

15 aprileEditorial Team1 min lettura

AI BUSINESS INVESTITORI

In a Volatile Context, Corporate Leaders and Investors Are Turning to Asia and AI

10 aprileEditorial Team2 min lettura

APPROFONDIMENTI INVESTITORI

OpenAI Launches the Codex app, their take on Agentic Coding

OpenAI released Codex for macOS today, a desktop app for managing AI coding agents. The app is designed as a command center where you can run multiple agents in parallel, each working on separate tasks without conflicts.

4 febbraioGiacomo2 min lettura

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