Market analysis from ActivTrades
Stradivarius and Bershka Lead Inditex’s Youth Appeal with Digitalization as a Growth Engine By Ion Jauregui – Analyst at ActivTrades Inditex’s youth-oriented chains — Stradivarius, Bershka, and Pull&Bear — have become the growth engine of the Galician fashion giant in the first half of 2025. Stradivarius leads the way with a 5.7% increase in sales, reaching...
Iberdrola secures control with the €1.88 billion purchase of 30% of Neoenergia from Previ Ion Jauregui – Analyst at ActivTrades Iberdrola has taken a decisive step in its international strategy by reaching an agreement with PREVI, the pension fund for Banco do Brasil employees, to acquire the 30.29% stake in its subsidiary Neoenergia. The deal, valued at 11.95...
The Keys to the Murdoch Empire: Lachlan Murdoch’s New Leadership Ion Jauregui – Analyst at ActivTrades The Murdoch family media conglomerate is entering a new phase following the resolution of the succession battle for control of the group. Lachlan Murdoch has consolidated his position as the heir to the empire after reaching an agreement that ends internal...
By Ion Jauregui – Analyst at ActivTrades The debate over Western leadership in artificial intelligence once again centers on Washington. The new AI GAIN Act, integrated as part of the National Defense Authorization Act (NDAA), establishes that any chip with performance above 4,800 TOPS will require an export license. The measure also stipulates that semiconductor...
By Ion Jauregui – Analyst at ActivTrades The IBEX 35 opened the session higher and by midday was trading around 14,920 points, after several weeks in which the Spanish index has followed the global rebound. Since April, stock markets have staged an almost vertical rally, with examples such as the Nasdaq 100, which has gained nearly 45%. However, overbought...
🚘️ BMW Puts on the Techie Suit to Challenge Elon By Ion Jauregui – Analyst at ActivTrades BMW (Ticker AT:BMW) has fired up its engines in the technology race against Tesla. The Bavarian brand is launching the Neue Klasse, a platform that promises to revolutionize the electric car and will debut with the new iX3, unveiled ahead of the Munich Motor Show. This...
By Ion Jauregui – Analyst at ActivTrades Gold (Ticker AT: GOLD) is once again at the center of financial debate. After years of solid gains and an undisputed role as a safe haven, a little-explored factor could trigger an unprecedented bull cycle: the potential revaluation of the United States’ official gold reserves. The Hidden Catalyst The United States...
By Ion Jauregui – Analyst at ActivTrades In short, Alibaba is expanding its cloud business, launching an AI chip, and regaining ground in e-commerce. Alibaba Group Holding Ltd. (NYSE: BABA) surged 19% on Monday in Hong Kong, its biggest jump since March, following the release of earnings that reinforced perceptions of a positive shift in its operational...
By Ion Jauregui – Analyst at ActivTrades Ryanair’s withdrawal from regional airports in Spain once again exposes their dependence on the Irish carrier. The airline, which had already significantly reduced its offering in Jerez, Valladolid, and Vigo, now threatens to cut another one million seats next winter if Aena does not reconsider its plan to raise airport...
Ion Jauregui – Analyst at ActivTrades German banks have put PayPal (NASDAQ: PYPL) under pressure after blocking more than €10 billion in transactions on suspicion of massive fraud. According to Süddeutsche Zeitung, institutions such as Sparkasse, Bayerische Landesbank, Hessische Landesbank, and DZ Bank halted direct debits processed by the platform after its...
By Ion Jauregui – Analyst at ActivTrades Spain is once again playing a leading role in space exploration thanks to the collaboration between the Alicante-based company PLD Space and Repsol, which will provide 100% renewable fuel for the launch of the Miura 5 rocket, scheduled for the end of 2025. Following the success of the Miura 1, PLD Space is advancing...
By Ion Jauregui – Analyst at ActivTrades UK Data Centers Turn to Gas as a Quick Fix to the Energy Crisis Facing mounting challenges in the British power grid, five major data center projects in southern England have formally requested direct connections to the gas pipeline network operated by National Gas, owned by Macquarie. The goal: to set up on-site gas...
Ion Jauregui – Analyst at ActivTrades BBVA heads into the final stretch of 2025 with two major fronts: the takeover bid for Banco Sabadell, which could reshape the Spanish banking landscape, and the consolidation of its international presence. Meanwhile, its Turkish subsidiary Garanti is emerging as an increasingly important pillar, with forecasts pointing to a...
Spain and the European Automobile Industry Under Pressure: China Tightens the Grip as Exports Sink Ion Jauregui – Analyst at ActivTrades The engine of the Spanish economy is starting to stall. The automotive industry, which represents 13% of national exports, is facing in 2025 a downturn driven by both external and internal factors: weaker demand across Europe...
By Ion Jauregui – Analyst at ActivTrades The EURUSD pair remains in the spotlight following the new trade agreement between the United States and the European Union. ECB President Christine Lagarde confirmed that although tariffs of 15% on most products have been accepted, strategic sectors such as pharmaceuticals and semiconductors remain under heavy...
Ion Jauregui – Analyst at ActivTrades Robinhood (NASDAQ: HOOD) is not only focused on stocks and cryptocurrencies; it is now taking a bold step into sports prediction markets. Thanks to its integration with Kalshi, the app will allow users to bet on NFL and NCAA outcomes throughout the regular season. This move, presented as a “prediction market” to avoid...
By Ion Jauregui – Analyst at ActivTrades The energy transition has received an unexpected boost from the United States. Against restrictive forecasts, the Trump administration finally published the rules that define access for clean energy projects to tax credits. The outcome was surprising: far more lenient regulation than anticipated. What many expected to be a...
By Ion Jauregui – Analyst at ActivTrades Bank of America warns that Jackson Hole could bring turbulence, as the Fed may inject up to $2 trillion in liquidity. From August 21 to 23, market attention will be focused on Jackson Hole, where Jerome Powell may provide clues about the future of U.S. monetary policy. According to Bank of America Corp. (NYSE:BAC), if the...