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20/11/2025
The international aviation event in Dubai brought a pivotal moment. The airline flydubai announced an order that shifts the balance of power between the two largest manufacturers of commercial aircraft. For the first time in its 16-year history, the airline will expand its until-now exclusively Boeing fleet with Airbus aircraft. This marks an important shift, revealing changes in the behaviour of carriers and manufacturers in a time of uncertainty.
12/11/2025
The market for artificial-intelligence chips has been dominated by Nvidia for the past several years. However, 2025 brought a noticeable shift. AMD is transforming from a “perennial second” into a serious competitor. It benefits from record financial results, large contracts with OpenAI, Oracle, and other technology leaders, and it now offers a portfolio of powerful chips that are beginning to pressure Nvidia. Add a rapidly growing market and more attractive valuation, and it is clear why AMD is drawing more investor attention than ever before.[1]
4/11/2025
Currently the world’s most valuable private AI startup, OpenAI, valued at approximately $500 billion, has entered into a $38 billion agreement with Amazon Web Services (AWS). The deal follows the termination of its exclusive collaboration with Microsoft, marking a new stage for OpenAI in building a diversified cloud infrastructure. How did Amazon’s stock price react?Do you have any questions?
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