Tommy Douziech

New trades in European portfolio

We are executing two new trades in MarketScreener's European portfolio.

September 15, 2026 at 10:18 am

The Great Compression

September 14, 2026 at 05:32 pm

Space data centers: a realistic revolution or narrative premium?

In late August 2026, the amount of AI compute actually installed in orbit fits inside about a dozen satellites. Filings submitted to regulators cover more than 1.2 million spacecraft. Between them: a thermal wall nobody disputes, and a financial equation that still cannot find its break-even point. Here is what has changed, what is holding things back, and how to get exposure.

September 11, 2026 at 03:33 pm

162,000 Reasons to Fear the Fed

September 08, 2026 at 04:50 pm

Tightening Returns in Full Force

August 31, 2026 at 05:53 pm

New transaction in European portfolio

We are carrying out new transactions in MarketScreener's European portfolio.

August 25, 2026 at 04:02 pm

BioNTech, neoantigens by proxy

On August 19, BioNTech did not announce anything. No press release, no trial readout and no pipeline update. However, the stock jumped almost 22% to $113.12, riding Moderna's phase 3 success in adjuvant melanoma.

August 21, 2026 at 11:16 am

New transactions in USA portfolio

We have executed new transactions in MarketScreener's USA portfolio.

August 20, 2026 at 09:01 am

New transactions in Asian portfolio

We are executing three new transactions in MarketScreener's Asian portfolio.

August 19, 2026 at 03:14 pm

S&P 500 or Equal Weight: the same index, two radically different bets

Buying the S&P 500 can feel like one of the most neutral moves in investing. Five hundred large American companies, a globally followed benchmark, low-cost ETFs, and instant diversification. But that apparent simplicity hides a fairly weighty portfolio decision: should companies get more weight because they have become gigantic, or should every member of the index be treated on an equal footing?

August 18, 2026 at 12:06 pm

United States: the economy is resisting, with Fed remaining under pressure

The US economy looks like neither a machine running at full throttle nor an engine on the verge of stalling. It is ticking along reasonably well, with a labor market that is resisting, enough growth to keep recessionary fears at bay although, above all, inflation that still refuses to get back into a box. Taken together, the three most useful gauges for taking the economy's pulse (growth, inflation and jobs) point to a fairly resilient picture. However, that resilience does not bring markets back to the 2010s playbook. Rates remain high, the Federal Reserve has limited leeway and bonds no longer automatically provide the protection that investors assumed when yields were falling almost continuously.

August 13, 2026 at 06:07 pm

Washington Redraws the Optical Components Market

For several years now, the technology war between the United States and China has focused on semiconductors. Restrictions targeting NVIDIA, ASML or lithography equipment have largely been in the spotlight. Yet the next winners in this rivalry may emerge in a far quieter segment: optical components.

August 04, 2026 at 03:50 pm

AI Rattles Markets, Earnings Take Back Control

August 03, 2026 at 06:32 pm

Teradyne: AI is filling order book, but pace already starting to shift

Teradyne has just delivered a report that leaves little doubt about the strength of the current cycle. The semiconductor test equipment specialist beat expectations in Q2, issuing guidance well above consensus, and saw its stock jump over 10% after close. The numbers are eye-catching. Reading them is a bit less straightforward: AI-related demand remains extremely strong, but the peak in sequential acceleration now appears to be behind.

July 29, 2026 at 03:34 pm

License to Spend

July 27, 2026 at 06:37 pm

Chips Under Pressure

July 21, 2026 at 11:50 am

Hyperscalers: everyone's eyes on capex, but this chart is ignored

Markets are heavily focused on the surge in capex by hyperscalers such as Microsoft, Alphabet, Amazon, Oracle and Meta. This acceleration is weighing sharply on their free cash flow, to the point that some scenarios anticipate a temporary move into negative territory in 2027. That concern is legitimate, although it only tells part of the story.

July 21, 2026 at 11:30 am

Markets Shift Gears as Earnings Season Begins

July 13, 2026 at 05:28 pm

AI Holds the Market, Oil Loosens Its Grip

July 06, 2026 at 06:05 pm

Artificial intelligence enters the industrial age

Until now, the debate was often dominated by what AI could do: summarize, translate, code, generate images, answer questions, automate certain white-collar tasks. Now the question is becoming more down to earth: who pays, for what use, at what price, how often, and with what profitability for the players providing that artificial intelligence?

July 02, 2026 at 05:16 pm

New transaction in the Europe portfolio

We are making changes to MarketScreener's Europe portfolio.

July 02, 2026 at 04:22 pm