Investment banks start earnings season with robust profits
January 21, 2025
The US banking sector closed 2024 with strong results as JPMorgan Chase, Wells Fargo, Citigroup and Goldman Sachs reported quarterly results beating Wall Street expectations. These reflect last year's market recovery after previous declines. Optimism persists in expectations for future periods, although some risks remain.
Shares of Micron Technology have gained approximately 27% since the beginning of the year*. This sharp rise can be defined as a direct reaction to signals from the broader semiconductor ecosystem, particularly following strong quarterly results from TSMC, which confirmed that investments in AI infrastructure are far from over. As one of the few key manufacturers of memory and storage solutions, Micron stands at the very center of the technological transformation. But will this growth continue into 2026?
Defense spending in the European Union has definitively shifted in recent years from the margins of political and investment interest to the center of attention. A combination of persistent geopolitical threats, the armed conflict in Ukraine, growing doubts about the long-term security commitments of the United States toward NATO, and a historical investment deficit is creating an environment in which Europe has no alternative but to significantly strengthen its own defense capabilities. Which companies are likely to benefit the most?
After years of speculation, SpaceX’s stock market debut is beginning to look like a reality. Elon Musk, the company’s founder and current CEO, confirmed that reports about a planned IPO are true, with the market already factoring in a potential valuation of up to USD 1.5 trillion. If these estimates materialize, SpaceX would surpass Saudi Aramco’s 2019 IPO record and go down in history as the largest public offering ever. [1]
The memory market at the end of 2025 faces an enormous hardware challenge, as AI infrastructure creates demand that spreads through the entire chain. As a result, component costs in the under-$200 phone segment have risen by 20 to 30% since the beginning of 2025. Experts warn that smartphone prices may rise by tens of percent. Micron has already indicated that the market tension is expected to persist in 2026 as well, which is exactly why memory prices and availability are being addressed worldwide.
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