Trade Reviews
Professional and technical analysis on products and past trades
Amazon announces multi-billion investment in Anthropic, but stock pulls back
Amazon has announced a $25 billion investment in Anthropic to reinforce its artificial intelligence (AI) infrastructure. Concurrently, Anthropic has committed to spending $100 billion on Amazon Web Services (AWS) over the next decade. Despite this aggressive growth strategy, Amazon shares dipped slightly as investors weigh capital expenditure risks.
Brent falls sharply on Strait of Hormuz reopening but holds key technical levels
Brent crude prices fell significantly following the reopening of the Strait of Hormuz, a critical maritime corridor. Market participants are currently focused on the pivotal $90.00 support level as potential diplomatic discussions between the United States and Iran are anticipated over the coming days.
GBP/USD falls despite stronger-than-expected UK industrial production
The GBP/USD pair has encountered downward pressure despite UK industrial production exceeding consensus. While energy-related sectors demonstrated notable resilience, the pound remains in a consolidative state below key resistance levels. Although long-term bullish structures persist, the pair’s inability to rally underscores prevailing market caution regarding broader macroeconomic and geopolitical headwinds.
IonQ: big quantum promises, but the market wants proof
IonQ successfully connected two independent trapped-ion quantum systems using photonic interconnects, advancing modular quantum computing capabilities.
IMF sees wide policy flexibility for BoJ on inflation
The International Monetary Fund (IMF) suggests that Japan maintains considerable policy flexibility despite the impact of global energy shocks, categorising current inflationary pressures as manageable. The IMF considers that the Bank of Japan (BoJ) has the necessary room for manoeuvre to pursue its long-term monetary objectives.
Micron: AI memory meets its first real test
Micron is no longer just another semiconductor, name riding a familiar cycle it has become one of the clearest ways to express the AI buildout through memory. What is changing is not just demand, but the structure of that demand. AI, cloud computing.
Silver gains on safe-haven demand as IMF warns of growth risks
Silver prices recorded significant gains as the International Monetary Fund (IMF) cautioned that advanced economies growth could slow to a range of 2.0%–2.5% due to escalating tensions in the Middle East. Beyond the geopolitical risks that traditionally stimulate safe-haven demand, reports of potential US-Iran diplomatic discussions in Pakistan and a weakening US dollar have further bolstered the metal's investment appeal.
From expansion to execution: Oracle’s Q2 test
Oracle’s latest move with Bloom Energy is more than just a partnership, it highlights where the real bottleneck in AI is shifting. The agreement to secure 1.2 gigawatts of fuel-cell capacity, alongside a $400 million investment tied to warrants for up to 3.53 million shares.
Gold weakens on hawkish Fed signals but maintains bullish trend
Gold prices have retreated marginally amidst rising expectations of a hawkish Federal Reserve policy and a resurgent US dollar increase. Despite this downward pressure, a planned US blockade of the Strait of Hormuz continues to bolster safe-haven demand.
EUR/USD pair advances on sharp acceleration in German inflation
German inflation surged to 2.7% in March, driven primarily by soaring energy costs amidst heightened Middle East tensions. This inflationary spike has bolstered the Euro as market participants anticipate a more restrictive policy response from the European Central Bank (ECB).