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@Markus22686001 "$GOOG is increasing its 2025 CAPEX to 85B$ driven by data center investments. This is a demand-driven move fueled by cloud and AI. Big Tech is doubling down on CAPEX - not just on GPUs but on the entire infrastructure stack needed to support the AI and cloud growth"
@Markus22686001 Avatar @Markus22686001 on X 2025-07-24 09:00:13 UTC XXX followers, XX engagements

"#Incap lowers 2025 guidance Now expects revenue of 210230M (+ 230M) EBIT projected at 2329M (+29M) The downgrade is primarily due to: FX headwinds (weaker USD & INR vs EUR) U.S. tariffs affecting operations Trading currently -15%"
@Markus22686001 Avatar @Markus22686001 on X 2025-07-22 11:21:00 UTC XXX followers, XXX engagements

"A XX% US tariff on most EU goods helps avert a trade war. EU commits to $750B in U.S. energy + $600B in investments & military procurement. Deal brings short-term stability but many in Europe see it as heavily favoring the US. Assuming a positive EU market reaction on Monday"
@Markus22686001 Avatar @Markus22686001 on X 2025-07-27 19:54:58 UTC XXX followers, XXX engagements

"Totally agree. Fintech made the front-end look modern but the real problem was always underneath - slow outdated and fragile infrastructure. Were already seeing strong examples of modern structured solutions - like $HOOD & $STRIPE. In the long run many legacy players will be disrupted as advanced fintech platforms scale globally"
@Markus22686001 Avatar @Markus22686001 on X 2025-07-28 17:29:51 UTC XXX followers, XXX engagements

"Novo Nordisk shares dive over XX% after announcing a weaker 2025 outlook and naming a new CEO. - Now guiding for XXX% sales growth and 1016% EBIT growth - Spotlight on Eli Lilly competition compounded semaglutide copies and softer U.S. uptake - Incoming CEO Doustdar takes over to lead the turnaround - Still posted H1 revenue up XX% and operating profit up XX% Tough times for European market leaders: $NOVO and $LVMH"
@Markus22686001 Avatar @Markus22686001 on X 2025-07-29 13:40:29 UTC XXX followers, XXX engagements

"@Frauja_ Exactly - thats the key risk. But these are strategic priorities where unity matters most. The EU has recently shown it can come together in tough times and I remain optimistic"
@Markus22686001 Avatar @Markus22686001 on X 2025-07-27 21:01:34 UTC XXX followers, XX engagements