Economy. Investments. IPO
In recent weeks, cryptocurrencies and traditional financial instruments (TradFi) have gained momentum amid growing investor interest. The combination of strong corporate earnings from semiconductor leaders and rapid progress in artificial intelligence is fuelling demand for risk assets. In this context, shares of giants such as Micron Technology and AMD have risen, while cryptocurrency markets led by Bitcoin and Ether have shown positive dynamics. New investment opportunities are attracting both large institutional funds and retail investors in the CIS, shaping new portfolio strategies. In this article, we examine in detail how this synergy of technology and finance is impacting the market.
Rising fuel prices and availability are becoming an increasingly pressing issue for businesses and the public. The phrase "Fuel takes off from the barrier" encapsulates the situation where high prices and fuel shortages create significant obstacles to the growth and operation of enterprises. We examine what lies behind this expression and how to tackle the challenges.
The fuel and energy complex (FEC) begins a new week amidst heightened uncertainty. The main topic for investors and commodity market participants is the fate of the Strait of Hormuz: Washington claims that an agreement with Tehran is close, while the Iranian side denies the existence of direct negotiations, and attacks on commercial shipping continue. Against this backdrop, Brent oil remains above $84 per barrel, while WTI approaches $79. OPEC+ has formally completed the return of voluntary production cuts; however, physical supply in the market remains constrained. The European gas market is entering a critical phase of injections with inventories at their lowest in nearly twenty years, coal prices are rising amid a heatwave in Asia, and renewable energy continues to break historical records. In Russia, authorities confirm the acute phase of the fuel crisis has passed. A detailed overview of the key events in the oil and gas and energy sector is provided in the material below.
In this issue, Sergey Tereshkin and investor Andrey Rezinkin explore AI startups: how to choose promising projects and profit from investments in AI. They discuss real-world examples such as OpenAI, ChatGPT, voice recognition, and DepTech, as well as trends like AGI and lifestyle AI applications.