Europe's Wind Champion Rides the Data Center Boom, but China Looms Large

Vestas, the Danish wind power giant, is enjoying a new lease on life thanks to the rise of data centers. The company has weathered…

Czechia’s Wind-Power Compromise

Ideology has taken center stage in the Czech wind-power debate. Babis’s government has sharply scaled back plans driven by EU requ…

A Shortened Cycle: Bitcoin Rewrites the Playbook

Bitcoin is rising even though a large portion of the market has bet on it falling further. If it holds at the $72,000 level, this …

SanDisk Is the New King of Artificial Intelligence

Markets face a quiet week for economic data, but beneath the surface, soaring memory prices are reshaping the economics of the AI …

Investing in Water: Stable Demand but Limited Returns

Water may offer stable demand and natural monopolies, but regulation and aging infrastructure limit returns. The bigger opportunit…

Europe's Growing Drought Bill

Drought is causing growing economic damage across Central Europe and exposing the limits of traditional insurance. The EU wants to…

The Waiting Game: Trump Needs Cheap Oil, Nvidia Needs Wall Street's Money

Lower US inflation has brought relief to the markets, but the decisive battle is being fought elsewhere. Oil prices, the conflict …

Bad Jobs News Sends Wall Street to New Highs

An unexpected decline in US jobs gives the Fed a compelling reason not to raise rates. As a result, both stocks and gold are soari…

The AI Revolution Is Not What You Think

Artificial intelligence is not destroying the job market – it is destroying our attention. The real threat is not that machines ar…

Trump's Tariffs Met the Limits of Economic Reality

Donald Trump has correctly identified a long-term structural weakness in the US economy. But reversing decades of industrial decli…

Palantir's Biggest Problem Is Its Success

Record growth has put Palantir back in the spotlight, but politics, competition and an extraordinary valuation cloud its future.

Wall Street Will Manufacture Its Own Good News

War, it seems, has only been postponed, yet Wall Street is already celebrating record highs. Depleted missile stockpiles and the p…

Microsoft Revives the AI Trade

Inflation and the Fed's unpredictable stance are unsettling the markets. However, Microsoft is turning the tide. It has shown that…

Markets Fear High Interest Rates More Than War

The oil shock is just the beginning. The final bill for inflation will be footed by the bond market, whose rising yields threaten …

Wall Street Shrugs Off Oil and Keeps Climbing

A barrel of oil at $100 no longer signals a recession. The West is steadily breaking free from its dependence on oil, and it is ar…

The Prophet of Doom: A Managed Decline or a Hard Crash?

The end of cheap energy: French engineer Jean-Marc Jancovici argues that Europe cannot abandon fossil fuels without nuclear power …

Keeping Cool Is Becoming a Hot Investment

Europe is heating up, and air conditioning is no longer optional. Paired with the rise of AI data centers, it has become a busines…

Why Are Stock and Bond Markets Diverging in Expectations?

While banks profit from market volatility and the AI boom, bond investors are increasingly worried about deficits, war spending an…

SpaceX Investors Take a Hit – with the Toughest Test Still Ahead

Investors face a volatile summer as geopolitical turmoil pushes up energy prices and an impending share unlock threatens to put fu…

From Ballot Box to Boardroom: Where Free Speech Ends

Democracy slows things down, which is why companies prefer to operate like dictatorships. But there is a catch. Even the best busi…

How France's Pursuit of Equality Is Reshaping Free Speech

Liberté or égalité? France has gradually placed equality above free speech, transforming the fight against hate into a broader deb…

Strategy's Bitcoin Playbook Meets Its Hardest Test

Michael Saylor's Bitcoin machine has stalled, and the “don't sell” rule has been broken. Will the halving save his company, or wil…

IBM Becomes First Casualty of the AI Boom

IBM’s CEO said customers had shifted spending toward servers, data storage and memory chips at the expense of the company’s tradit…

Why Artificial Intelligence May Fuel Inflation Instead of Reducing It

Stocks related to artificial intelligence are experiencing sharp fluctuations. Following SK Hynix’s record-breaking IPO, the compa…

Stock Market Tips from the Oval Office

Trump's vast investment portfolio and cryptocurrency profits are adding a new dimension to America's debate over conflicts of inte…

Insect Decline Becomes an Economic Threat

The silent collapse of pollinators is exposing the fatal fragility of modern agriculture.

The Billion-Dollar Business of Man's Best Friend

The global pet economy is worth billions, fueled by emotion rather than necessity. But while pets make wonderful companions, compa…

Thomas Paukner Changes the Rules of Czech Media Space

The information monopoly has fallen. You no longer need an editorial team to dictate public debate. The new weapons are open data …

When Excavator Makers Become Tech Winners, Something Is Wrong

Michael Burry, the investor made famous by The Big Short, is betting against Caterpillar. His wager exposes the cracks beneath the…

The New Case for Green Stocks Is AI Infrastructure, Not Ideology

Less idealism, more megawatts. Green energy is leaving ideology behind to become a hard-nosed infrastructure business, and the for…

Hydrogen Loses the Road but Finds New Life in AI

Hydrogen has lost the battle for the car market. But the technology is not disappearing. It is moving from showrooms to the power …

Dow Jones Breaks Records Despite War and Weak Yen

The weak Japanese yen, tensions in the Middle East and trade uncertainty have done little to dent a market rally driven by AI, chi…

AI Is Starting to Siphon Off Capital as Memory Manufacturers Win

Wall Street is beginning to question whether trillion-dollar investments in artificial intelligence will turn into profits any tim…

The New Real Estate Map: Living Costs Are Replacing Price per Square Meter

The old real estate mantra of location and price per square meter is losing its force. Energy labels are no longer just another do…

Has Real Estate Lost Its Safe-Haven Status?

Years of soaring property prices have driven down yields and turned what was once a conservative investment into an increasingly s…

France’s Debt Trap Tightens as Borrowing Tops €3.5tn

French debt is breaking records. Yet without a political majority, Paris has little room to confront a state that has grown used t…

AI Gets a Cold Shower, but Micron Saves the Tech Sector

Markets were rattled by doubts over artificial intelligence valuations, a stronger dollar and the prospect of higher US interest r…

Middle East Relief Cheers Investors, but BMW Hits a Wall

Easing tensions in the Middle East have reassured investors, and artificial intelligence continues to excite markets. The decline …

Czech Defense Giant CSG Stumbles After Record IPO

Czechoslovak Group's (CSG) initial public offering this year promised to be a triumph. Now it faces speculators betting on a falli…

Europe's Arms Boom: Loaded with Orders, Short on Ammunition

Europe's arms boom is cooling. Defense spending will keep rising, but for shareholders it is more a necessary safety net than a su…

New Fed Chair Tears Up the Rulebook

Falling oil prices initially brought relief. Kevin Warsh’s first appearance as Federal Reserve chair has replaced it with uncertai…

The World's First Trillionaire Is Pulling Away from the Pack

Elon Musk has amassed wealth comparable to national economies, but his fortune remains highly dependent on market sentiment.

Did the ECB Shoot Itself in the Foot?

While the European Central Bank tightened monetary policy and exposed Europe’s economy to fresh risks, US markets rallied on renew…

Migration and the GDP Illusion

A larger economy does not necessarily mean greater prosperity. Migration keeps labor cheap, weakens the pressure to innovate and m…

France's Assimilation Reckoning: A Republic Without Frenchmen

France built its republic on the belief that it could turn anyone into a Frenchman. Mass migration and the slow failure of assimil…

The Perfect Story That Never Happened

A viral post by a supposedly French AI researcher turned out to be fiction. The episode highlights a growing challenge of the AI e…

Gold Joins Bitcoin and Tech Stocks in Market Rout

Gold has lost more than 26% of its value since March. This week brings the largest initial public offering (IPO) in history: Elon …

Reality Hits AI Stocks

Markets often resemble a crowded movie theater: when panic breaks out, everyone rushes for the exits. Investors who wait until fea…

Who Will Pay for Ukraine’s Survival as Europe’s War Bill Grows?

Europe has taken over much of the cost of keeping Ukraine’s state alive after American civilian aid dried up. The question now is …

Russia’s War-Driven Economy Discovers the True Cost of Its Resilience

Russia’s war model and tough monetary policy may have prevented collapse, but chronic shortages and expensive credit are slowly su…