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Unilever has taken one of its biggest strategic moves in recent years by agreeing to merge its Unilever Foods business with McCormick, creating a global group valued at approximately $65 billion with combined revenues of around $20 billion for fiscal year 2025. For shareholders, this is not just another merger announcement, but a clear signal that Unilever’s management wants to radically restructure the portfolio and shift the company’s focus to faster-growing categories outside of packaged foods. This makes it all the more interesting that the market did not receive this deal with enthusiasm.[1]

Apple isn’t pushing into AI through the loudest headlines, but through devices that users hold in their hands every day. In early March, it unveiled the iPhone 17e with an A19 chip, 256 GB of base storage, and a price tag of $599, while in the latest quarter, it reported revenue of $143.8 billion, diluted earnings per share of $2.84, and operating cash flow of nearly $54 billion. This is precisely where the essence of the whole topic begins. The company isn’t trying to sell AI as a standalone product, but as a reason to upgrade iPhones more frequently, stay within the ecosystem, and use new features directly in the system, apps, and services.

When the biggest players in the tech market stop talking about vision and start reserving physical computing capacity years in advance, the nature of the entire industry changes. Nvidia will supply Amazon’s cloud division with up to 1 million GPU chips by the end of 2027, with deliveries set to begin as early as this year. At first glance, this is just another major corporate deal in AI. In reality, however, this news reveals something more significant.

While the broader technology market declined in March 2026 under the pressure of uncertainty, Palantir experienced its best week since August of last year. The company’s shares rose by approximately 15%* and closed at $157.16, clearly defending their position in the portfolios of investors seeking protection from geopolitical chaos. However, this sharp rise was not accidental – the market’s attention turned to companies whose software solutions form the very backbone of modern defense.

Just a few years ago, Dell was primarily seen as a reliable supplier of office equipment and personal computers. However, in 2026, this technological veteran has definitively transformed into a key player in artificial intelligence infrastructure, as confirmed by its latest financial results. Following the release of the report for the fourth fiscal quarter, Dell's shares responded with a rocket-like increase of 22%,* sending a clear signal that the market has enormous confidence in its new strategy.