By Ion Jauregui – Analyst, ActivTrades
In the full-throttle race for orbital supremacy, the U.S. government has unveiled its ambitious “Golden Dome” plan, a next-generation missile-defense system that builds on the newly established Space Force. With an estimated budget of USD 175 billion and an operational target date of 2029, the project aims to detect and...
In an environment of trade tensions and tariffs threatening to raise costs, America’s retail giants have taken very different paths to protect their profitability. Below, we analyze how Home Depot, Costco, and Walmart have managed the latest tariffs and how this shows up in their net profits for the two most recent fiscal years.
1. Home Depot: Absorbing the Cost...
China Imposes Harsh Tariffs on POM Plastics: Which Companies Are Hit the Hardest?
By Ion Jauregui – Analyst at ActivTrades
China has reignited trade tensions by announcing anti-dumping tariffs of up to 74.9% on imports of polyoxymethylene (POM) copolymers—a high-performance plastic widely used in the automotive, electronics, and consumer goods industries. The...
By Ion Jauregui – ActivTrades Analyst
A Warning Bell for the Financial System
Friday, May 16, 2025, may go down as the moment global confidence in U.S. sovereign debt turned on its head. In an unprecedented move after months of debate in Washington and on Wall Street, Moody’s Ratings downgraded the U.S. credit rating from Aaa to Aa1, stripping the Treasury of...
By Ion Jauregui – Analyst at ActivTrades
Baidu (NASDAQ: BIDU), the Chinese tech giant, is doubling down on autonomous vehicles through Apollo Go, its robotaxi platform. According to industry sources, the company is planning to expand into Europe, with Switzerland and Turkey as its first potential stops. Although Swiss Post has denied any official...
Ion Jauregui – Analyst at ActivTrades
The IBEX 35 continues its bullish trajectory and now sits just over 1% away from the 14,000-point level—figures not seen since 2008. This upward momentum is being fueled by strong performances in the financial and infrastructure sectors, with eight of the index’s constituents reaching yearly highs.
In the banking sector,...
By Ion Jauregui – Analyst at ActivTrades
Amazon (NASDAQ: AMZN) has taken a strategic step by partnering with FedEx (NYSE: FDX) to handle part of the delivery of its bulkier packages. The multi-year agreement, signed in February, marks a significant shift in the logistics chain of the e-commerce giant, which until now had relied less on FedEx, especially after...
By Ion Jauregui - ActivTrades Analyst
Indra has entered into a new strategic alliance with German defense giant Rheinmetall for the joint development of armored vehicles, expanding their existing cooperation beyond combat electronics for Leopard tanks. This move comes during the International Defence and Security Fair (Feindef 25) in Madrid and at a critical...
Ion Jauregui – Analyst ActivTrades
The recent trade agreement between the United Kingdom and India has delivered a game-changing moment for major alcoholic beverage companies, particularly those with significant exposure to Scotch whisky. The reduction of import tariffs from 150% to 75% opens the door to substantial expansion in one of the world’s most promising...
By Ion Jauregui – ActivTrades Analyst
The growing trade tension between China and the United States has once again shaken the foundations of global commerce. In April, container traffic between the two powers fell by 30% to 40%, according to data from Maersk (CPH:MAERSKb), one of the world’s largest logistics operators. This decline comes amid a new wave of...
By Ion Jauregui – Analyst at ActivTrades
Taiwan Semiconductor Manufacturing Company (TSMC) has become the heart of today’s technological revolution. In a world where artificial intelligence (AI) sets the pace for economic and geopolitical development, this Taiwanese company plays a key role as the dominant manufacturer of advanced chips. In an environment marked...
Gold Hits All-Time Highs: A Safe Haven Amid Uncertainty and ETF Opportunities
By Ion Jauregui – Analyst at ActivTrades
Gold prices have reached all-time highs near $3,300 per ounce, driven by a surge in global risk aversion. Trade tensions between the U.S. and China, coupled with Nvidia’s recent warning of a potential $5.5 billion earnings loss due to export...
By Ion Jauregui – Analyst, ActivTrades
Trade policy returns to the center of the U.S. economic stage. Donald Trump, in his new electoral program, has reignited his protectionist strategy with proposals for additional tariffs that could exceed 60% on certain products, including footwear, electronics, and manufactured goods imported from China and other regions....
By Ion Jauregui – Analyst, ActivTrades
The pair advanced throughout the Asian session, pushing the dollar higher against the pound sterling. A combination of discouraging UK economic data and persistent signs of macro weakness—despite mixed JOLTS employment figures in a clearly disinflationary U.S. economy—could pave the way for Federal Reserve rate cuts....
By Ion Jauregui – ActivTrades Analyst
Redeia (REE), operator of the Spanish electricity system and a member of the Ibex 35, has returned to the media and regulatory spotlight following the recent blackout that affected much of the southwestern part of the country. Although the government praised Red Eléctrica’s technical management during the event, everything...
By Ion Jauregui – Analyst at ActivTrades
IBM (NYSE: IBM) has announced an ambitious investment of $150 billion in the United States over the next five years, aiming to strengthen its position in the development of quantum computers, mainframes, and critical infrastructure technologies. This strategic decision comes at a key moment when the U.S. technology sector...
by Ion Jauregui - ActivTrades Analyst
Saudi Aramco (TADAWUL: 2222), the world’s largest oil company, is accelerating its transformation by heavily investing in synthetic fuels. The Saudi company has announced an investment of hundreds of millions of dollars in new e-fuel plants in Spain and Saudi Arabia, with the ambitious goal of reaching a production of 85,000...
Ion Jauregui – ActivTrades Analyst
DoorDash has made an offer to acquire Deliveroo in a deal that could reshape the home-delivery sector in Europe.
Deliveroo (LON:ROO), the UK delivery platform that debuted on the stock market in 2021 with a valuation of £7.6 billion, is in talks to be acquired by DoorDash (NASDAQ:DASH). The proposal amounts to approximately...
