By Ion Jauregui – Analyst at ActivTrades
The Spanish Supreme Court has set a significant precedent by preventing companies from deducting expenses corresponding to already prescribed fiscal years, restricting the possibility of making retroactive tax adjustments. The ruling, issued on October 7, establishes that expenses recorded outside their natural fiscal...
By Ion Jauregui – Analyst at ActivTrades
Honeywell International Inc. (NASDAQ: HON) has unveiled a technology that could redefine the use of agricultural and forestry waste. The U.S.-based company has developed a process capable of converting these residues into biocrude, a low-emission marine fuel that can be used in heavy fuel oil engines without structural...
Novartis Strengthens Its Rare Diseases Strategy with the Purchase of Avidity Biosciences
By Ion Jauregui – Analyst at ActivTrades
Novartis (SWX: NOVN) has taken an important step to strengthen its presence in therapies for rare diseases. The company announced the acquisition of Avidity Biosciences (NASDAQ: RNA) for 12 billion dollars in cash, paying 72 USD...
The Fed Eases Its Stress Tests, Giving Wall Street Some Breathing Room
By Ion Jauregui – Analyst at ActivTrades
The U.S. Federal Reserve (Fed) has announced a major reform to its banking stress tests — the resilience checks that, since the 2008 financial crisis, have served as the key barometer of the U.S. financial system’s stability.
The new regulation...
By Ion Jauregui – Analyst at ActivTrades
The artificial intelligence (AI) revolution may face its most unexpected limit: energy. According to Apollo Global Management Inc. (NYSE: APO), the current global energy system will not be able to sustain the growth pace of AI, not even within a generation.
In a recent interview, Dave Stangis, Chief Sustainability...
Dassault Systèmes Cuts 2025 Forecast Despite Maintaining 30% Operating Margin and Rising EPS
By Ion Jauregui – Analyst at ActivTrades
French group Dassault Systèmes (TICKER AT: DSY), a global leader in 3D design and engineering software, reported on Thursday results that demonstrate operational strength but a more cautious outlook for growth in the coming...
Apple Smashes Expectations with iPhone 17: Sales Up 14% in Just 10 Days
By Ion Jauregui – Analyst at ActivTrades
Apple (NASDAQ: AAPL) has made another bold move with the launch of its iPhone 17. According to Counterpoint, the latest model sold 14% more than the iPhone 16 in its first 10 days in key markets such as China and the United States. Growth is even...
By Ion Jauregui – Analyst at ActivTrades
From the early hours of Monday, October 20, 2025, Amazon Web Services (AWS) —Amazon’s cloud computing division— suffered a global outage that disrupted thousands of companies and users worldwide. The disruption, originating in AWS’s Northern Virginia (U.S.) data centers, took down websites, applications, payment systems,...
By Ion Jauregui – Analyst at ActivTrades
The French multinational Danone (EPA: BN) is going through one of its most dynamic phases in the past decade. Its CEO, Antoine de Saint-Affrique, has stated that the food industry is at a “turning point”, shaped by population ageing, evolving consumer habits, and advances in nutritional science. In this context, the group...
Salesforce Reinvents Itself with AI and Projects Over $60B by 2030
By Ion Jauregui – Analyst at ActivTrades
Salesforce (NYSE:CRM) has staged a true comeback in 2025, following the announcement of its ambitious forecast to surpass $60 billion in revenue by 2030. The global leader in CRM software has doubled down on artificial intelligence (AI) and advanced...
ASML Faces Technological and Geopolitical Challenges: A Giant Under Pressure
By Ion Jauregui – Analyst at ActivTrades
ASML Holding, the Dutch giant of advanced lithography, has reported solid quarterly results, confirming its role as a cornerstone in the global semiconductor industry. However, beyond the initial optimism, warning signs have emerged related to...
Ion Jauregui – Analyst at ActivTrades
The Indra Group (AIR.MC) has become the major player in the Spanish defense sector by securing the entirety of the new €4.7 billion loans that the Ministry of Industry and Tourism will allocate to ten Special Modernization Programs (PEM). These funds, granted at zero interest and without guarantees, will be repaid in line...
Warner Bros Discovery: Between Rejecting Paramount and the Challenge of Redefining Hollywood
By Ion Jauregui – Analyst at ActivTrades
The latest episode in Hollywood’s corporate soap opera has Warner Bros Discovery (NASDAQ: WBD) and Paramount Skydance (NASDAQ: PSKY) in the spotlight. According to Bloomberg, Warner Bros Discovery has rejected the first...
Alibaba Falls Following Ant Group’s New AI Model Launch: Opportunity or Bearish Pressure?
Ion Jauregui – Analyst at ActivTrades
Ant Group, the fintech subsidiary backed by Jack Ma and Alibaba Group (NYSE: BABA), announced the launch of Ling-1T, its new open-source artificial intelligence model designed to compete with DeepSeek V3.1 Terminus and OpenAI’s GPT-5....
Microsoft Expands Its Healthcare Footprint: Pressure on Chinese Tech Stocks and Strengthening Market Value
By Ion Jauregui – Analyst at ActivTrades
Healthcare technology stocks in Hong Kong saw significant declines on Thursday, affected by a wave of profit-taking following a strong rally and reports confirming Microsoft’s (NASDAQ:MSFT) growing presence in the...
Bitcoin Pulls Back After New Highs: Strong Dollar Cools Crypto Market Rally
By Ion Jauregui – Analyst at ActivTrades
Bitcoin (BTCUSD) retreated to $121,000 on Wednesday after reaching a new all-time high of $126,186 earlier this week. Profit-taking and the recent strength of the U.S. dollar have temporarily slowed the bullish momentum that has dominated the...
By Ion Jauregui – Analyst at ActivTrades
Merlin Properties has taken a decisive step in its strategic plan to establish itself as a key player in the data center sector in Southern Europe. The REIT has formed a partnership with Iberdrola to ensure the supply of renewable energy to the Bilbao Arasur campus, located in Ribabellosa (Álava), which is set to become...
Ion Jauregui – Analyst at ActivTrades
OPEC+ has once again made a move on the delicate oil chessboard. The cartel announced a production increase of just 137,000 barrels per day starting next month, a figure well below what markets had anticipated. This decision seeks to support prices in an environment of high volatility with persistent downward pressure.
The...
