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The latest earnings season of the Magnificent Seven was once again kicked off by Tesla, but its weak results highlight the ongoing pressure the company is facing. It reported a significant decline in several financial indicators with an uncertain outlook, yet it maintains a strong vision for the future. Moreover, Elon Musk is planning to return to business and spend less time on politics, which has encouraged investors — will he keep his promise?

Taiwan Semiconductor Manufacturing Company (TSMC), the Taiwanese chipmaker, entered 2025 with significant fundamental strength. This assertion is primarily supported by their first-quarter results, which exceeded expectations, although following that, the stock price slightly declined. The reason? The well-known geopolitical risks related to the US trade policy. However, we believe it’s crucial to consider the broader context, which we will, of course, analyse.

Artificial intelligence (AI) solutions provider Palantir is currently operating as a major player in the defense sector. This is evidenced by its latest collaboration with NATO, which adopted Palantir’s advanced AI system in a record short time, aiming to enhance its capabilities during key combat operations. However, the American tech company is not limiting itself to defence alone—it also provides services to a wide range of other sectors. The result is a strong stock market performance and growing financial results.

In today's uncertain times, the defence and security sector is one of the most sought-after in today's uncertain times. Why? At a time of global conflicts and record state defense budgets, the door is opening for companies with billion-dollar contracts, technological dominance and the power to dictate the pace of the market. This is an industry where uncertainty brings opportunities, and investors who enter early can earn more than just a steady return.

Recently, we have been observing changes that negatively affect a large portion of the investment world. The beginning of April was marked by massive sell-offs, which also affected gold, as traders shifted investments into losing positions. However, the growing tension contributed to a rebound, pushing prices back toward their highs. Copper recorded a decline, impacted by concerns about demand.