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IPC Index — Mexico Market
AI
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The US is pouring hundreds of millions more into quantum computing. This is only the beginning
D-Wave, Rigetti and Quantinuum have signed final agreements with the US Department of Commerce under which each company will receive…
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Broadcom Delivers Record Results. The Market Is Already Looking Much Further Ahead
Broadcom closed its third fiscal quarter of 2026 with results that, on an operational level, are difficult to describe as…
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Stock of the week: NVIDIA: The Best Company in the World?
There are companies that grow rapidly, companies that can increase the scale of their operations for years, and then there…
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Nvidia mesmerizes markets: is it too early to doubt the AI bull market?
Nvidia has done it again: delivered an exceptional quarter and issued very strong guidance. The shares rose after results that…
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Intel Raises the Stakes: $20 Billion for a Major Comeback
Just yesterday, we analyzed Intel’s decision to issue approximately $15 billion worth of new shares. At the time, the key…
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Stock of the Week – Arista Networks—A Second-Tier Technology with Top-Tier Results
The larger data centers become, the less important a single processor becomes, while the network connecting thousands of computing units…
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Google and Amazon Are “Drowning” in Debt. The AI Race Is Drastically Eroding Free Cash Flow
The global artificial intelligence (AI) ecosystem has entered the most capital-intensive phase in its history. On Thursday, Bloomberg reported that…
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Amazon’s massive AI bet is starting to pay off
The market has only just begun analyzing Amazon’s latest earnings report, but investors’ initial reaction clearly shows how positively the…
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France Challenges Palantir, Market Reacts.
France has decided that Palantir’s solutions, used among others by the French domestic intelligence service DGSI, will be replaced in…
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Chip Stocks Extend Selloff
US equity indices were mixed on Tuesday as chip producers extended their selloff, contrasting with relief on other sectors. The…
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