http://www.dukascopy.com Market News and Analysis by Dukascopy Bank SA en-us www.dukascopy.com, all rights reserved info@dukascopy.com (Dukascopy Bank) Sat, 18 Apr 2026 13:45:53 +0000 http://www.dukascopy.com/static/images/og/6396.jpg https://www.dukascopy.com 1200 630 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154769/ Netflix had a very strong start to 2026. In the first quarter, revenue grew 16% to $12.25 billion, and operating income increased 18% to $4 billion. A major boost came from a $2.8 billion termination fee from a canceled Warner Bros. deal, which helped push free cash flow up to $5.1 billion. Because of this, Netflix raised its full-year cash Fri, 17 Apr 2026 11:17:19 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154769/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154756/ TSMC reported an exceptionally strong first quarter in 2026, driven largely by surging demand for its most advanced process technologies. Profitability remained exceptionally robust across all metrics. TSMC reported a gross margin of 66.2%, an operating margin of 58.1%, and a net profit margin of 50.5%, reflecting both strong pricing power and operational efficiency at scale. A key driver behind this Thu, 16 Apr 2026 10:45:05 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154756/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154747/ Bank of America reported a strong first quarter of 2026, with net income rising to $8.6 billion and earnings per share increasing to $1.11. Total revenue reached $30.3 billion, growing 7%, mainly driven by higher net interest income, which climbed 9% to $15.7 billion due to increased loans, deposits, and market activity. The company's balance sheet remained solid, with deposits growing Wed, 15 Apr 2026 12:51:30 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154747/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154737/ JPMorgan Chase reported strong results for the first quarter of 2026. The firm generated a net income of $16.5 billion, or $5.94 per share, representing a 13% increase compared to the same period last year. Managed net revenue reached $50.5 billion, up 10% year-over-year, while noninterest expense totaled $26.9 billion. Profitability remained solid, with a return on equity (ROE) of Tue, 14 Apr 2026 11:03:49 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154737/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154718/ The Goldman Sachs Group reported strong financial results for the first quarter of 2026, with net revenues of $17.23 billion and net earnings of $5.63 billion. The firm delivered earnings per share (EPS) of $17.55 and a return on equity (ROE) of 19.8%, while book value per share increased to $361.19. Performance was primarily driven by the Global Banking & Markets Mon, 13 Apr 2026 12:13:47 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154718/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154717/ A sharp increase in margin borrowing is reshaping the risk profile of financial markets, according to newly updated data from the Financial Industry Regulatory Authority (FINRA). Covering the period from August 2023 through early 2026, the figures point to a sustained expansion in the use of credit by investors—far outpacing the growth of available cash and raising concerns about market Mon, 13 Apr 2026 11:32:58 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154717/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154682/ The approaching April 15 tax deadline presents a unique catalyst for the United States economy, as the annual distribution of billions of dollars in tax refunds injects a massive wave of seasonal liquidity that systematically benefits consumer-driven market sectors. This predictable influx of capital transforms administrative tax burdens into immediate purchasing power, triggering a widespread ripple effect as households aggressively Thu, 09 Apr 2026 09:17:00 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154682/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154666/ Intel Corporation is currently undergoing a highly capital-intensive transition, trading near $50.78 as of early April 2026. The company's strategic focus has shifted heavily toward the buildout of its 18A manufacturing process. This pivot resembles a major infrastructure upgrade, requiring significant upfront expenditure that temporarily suppresses near-term profitability to secure long-term market dominance. Intel's current valuation requires looking past the immediate Tue, 07 Apr 2026 06:46:26 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154666/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154646/ XS6R.GB/GBX chart shows a daily timeframe where the price is currently testing a critical resistance zone near 18,196.378. Since late February, the asset has been fluctuating within a slightly descending channel characterized by expanding volatility. The price is presently hugging the upper boundary of this structure, suggesting that bullish momentum is attempting a breakout. A decisive daily close above the Thu, 02 Apr 2026 13:23:26 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154646/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154644/ The current market positioning of Tele2 AB represents a sophisticated study in financial engineering and aggressive capital allocation. Trading near its fifty-two-week high of approximately 194.35 SEK, the equity has been propelled by a transformative fiscal year 2025, marked by a decisive pivot toward AI-driven operational efficiency and a massive expansion of shareholder returns. Following a parabolic ascent from late 2025 Thu, 02 Apr 2026 09:58:11 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154644/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154621/ As the first quarter of 2026 draws to a close, global crude oil markets are operating under intense upward pressure, defined by a fierce tug-of-war between acute geopolitical risk premiums and the structural management of supply. A violent, parabolic breakout in crude benchmarks has forced a structural repricing of the commodity, embedding heavy risk premiums into near-term contracts while institutional Tue, 31 Mar 2026 12:42:45 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154621/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154534/ According to press release Dollar Tree, Inc. reported strong results for fiscal 2025. Full-year net sales increased 10.4% to $19.4 billion, driven by higher customer spending and modest traffic growth. Earnings per share from continuing operations were $5.94, and operating income rose to $1.7 billion. The company expanded its footprint by opening over 400 stores and continued converting locations to Tue, 17 Mar 2026 11:40:26 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154534/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154496/ Oracle Corporation reported exceptionally strong Q3 FY2026 results, marking the first time in more than 15 years that both organic total revenue and non-GAAP earnings per share grew by at least 20% in U.S. dollars. The performance was driven primarily by rapidly increasing demand for artificial intelligence workloads and cloud computing infrastructure. Total revenue reached $17.2 billion, representing a 22% increase Wed, 11 Mar 2026 10:25:04 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154496/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154464/ Costco Wholesale Corporation reported strong financial results for the second quarter and first 24 weeks of fiscal 2026, ending February 15, 2026. Q2 net sales rose 9.1% to $68.24 billion, while year-to-date net sales increased 8.7% to $134.22 billion. Membership fees collected during the quarter totaled $1.35 billion, bringing total Q2 revenue to $69.60 billion. Net income for the quarter Fri, 06 Mar 2026 11:45:06 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154464/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154456/ Broadcom Inc. reported very strong financial results for the first quarter of fiscal year 2026, mainly due to rapid growth in its artificial intelligence business.The company generated $19.3 billion in revenue, which is 29% higher than the same period last year. Profit was also strong. GAAP net income reached $7.35 billion, while non-GAAP net income was $10.19 billion. Adjusted EBITDA Thu, 05 Mar 2026 13:15:05 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154456/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154394/ NVIDIA just reported one of the biggest financial performances in tech history. Over the full year, the company made $215.9 billion, which is 65% more than the year before. In the most recent quarter alone, it generated $68.1 billion, up 73% compared to the same time last year. Because of this strong performance, NVIDIA returned $41.1 billion to shareholders through Thu, 26 Feb 2026 07:30:21 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154394/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154384/ The AUD/TRY pair has been trending strongly upward since November 2025, rising from around 27.14 to a recent peak near 31.25. Currently, the price is consolidating just below this peak around 30.98, which looks more like a pause in the trend rather than a reversal. The recent price action forms a flag or pennant pattern, suggesting buyers are taking a Tue, 24 Feb 2026 10:52:24 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154384/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154376/ NVIDIA finds itself at a familiar yet intensified crossroads. Following a year where the company successfully navigated the transition to its Blackwell architecture, the upcoming earnings report is widely viewed as the opening bell for the Rubin era. With the stock currently hovering around $189.74, technicals, fundamentals, and options data are converging to create a high-velocity environment. NVIDIA enters this earnings Mon, 23 Feb 2026 13:44:25 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154376/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154352/ Walmart reported a strong financial performance in Q4, with revenue reaching $190.7 billion, up 5.6%, and full-year revenue of $713.2 billion Walmart delivered a strong financial performance in Q4 2026, reporting revenue of $190.7 billion, up 5.6% year-over-year, and full-year revenue of $713.2 billion, marking a 4.7% increase. Operating income grew faster than revenue, rising 10.8% in Q4 (10.5% adjusted), Thu, 19 Feb 2026 12:42:32 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154352/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154339/ The preliminary February 2026 data reflects a consumer environment of marginal gains and widening inequality, where slight monthly improvements are overshadowed by a significant year-over-year decline. While the Index of Consumer Sentiment rose to 57.3, its highest since August 2025. A K-shaped recovery is evident, as sentiment surged for consumers with large stock portfolios while stagnating at dismal levels for those Wed, 18 Feb 2026 11:35:04 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154339/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154338/ BAE Systems reported strong preliminary results for 2025, reflecting robust financial performance and significant operational progress across its sectors. Revenue increased by 10% to £30.7 billion, driven by 9% organic growth, while underlying EBIT rose 12% to £3.3 billion, improving the return on sales slightly to 10.8%. The company strengthened its balance sheet with net debt falling by 22% to Wed, 18 Feb 2026 10:42:54 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154338/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154308/ McDonald's Corporation reported strong financial performance, driven by growth in global sales and increased customer loyalty. In the fourth quarter, global comparable sales rose 5.7%, led by a 6.8% increase in the U.S. market and a 5.2% rise in International Operated Markets. Consolidated revenues for the quarter reached $7.01 billion, up 10%. For the full year, global comparable sales grew Fri, 13 Feb 2026 11:57:06 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154308/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154298/ The Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF has emerged in 2026 as a premier vehicle for investors seeking a defensive strategy within the European equity landscape. Providing targeted exposure to the backbone of Europe's energy transition, its recent performance has been remarkable; as of early 2026, the fund has delivered a one-year total return of approximately 37.76%, significantly Wed, 11 Feb 2026 12:41:46 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154298/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154287/ Ferrari delivered a very strong financial performance in 2025, fueled by a richer product mix and higher personalization, even as it deliberately kept shipment volumes stable to protect exclusivity. Net revenues rose 7% to €7.146 billion, while net profit increased 5% to €1.6 billion. Operating profit grew faster, with EBIT up 12% to €2.11 billion and margins reaching 29.5%. EBITDA Tue, 10 Feb 2026 12:41:19 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154287/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154286/ AstraZeneca reported a gross margin of 80% for FY 2025, down 2 points due to profit-sharing on medicines like Lynparza and Enhertu, a $235 million royalty buyout for Saphnelo and rilvegostomig, and US pricing adjustments. Reported operating profit rose 37% to $13.7 billion, while Core operating profit grew 9% to $18.5 billion, reflecting adjustments for intangible asset amortization and impairments. Tue, 10 Feb 2026 11:16:53 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154286/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154264/ Amazon reported strong results for the fourth quarter and full year 2025, driven by solid growth across its businesses and heavy investment in AI and infrastructure. Q4 net sales rose 14% to $213.4 billion, while net income increased to $21.2 billion, despite special charges. For the full year, sales grew 12% to $716.9 billion and net income climbed to $77.7 Fri, 06 Feb 2026 10:54:14 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154264/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154257/ Alphabet Inc. delivered a historic performance for fiscal year 2025, surpassing $400 billion in annual revenue for the first time. The company's fourth-quarter revenue reached $113.8 billion, an 18% increase year-over-year, driven by significant acceleration in both Google Cloud and Google Services. Net income for the full year rose to $132.2 billion, resulting in a diluted EPS of $10.81, a Thu, 05 Feb 2026 13:55:29 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154257/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154240/ AMD reported record financial results for both the fourth quarter and full year of 2025, driven by strong momentum in its high-performance computing and AI product lines. In the fourth quarter of 2025, AMD generated record revenue of $10.3 billion. GAAP net income was $1.5 billion, while non-GAAP net income reached a record $2.5 billion. For the full year, total revenue Wed, 04 Feb 2026 10:05:06 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154240/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154203/ Tesla's fourth-quarter and full-year 2025 results show a company in the middle of a major strategic shift from being primarily an electric-vehicle manufacturer to what it calls a physical AI company. While financial performance weakened in 2025, with total revenue falling 3% to $94.8 billion and GAAP net income dropping 46% to $3.8 billion, Tesla used the year to lay Thu, 29 Jan 2026 09:37:05 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154203/ Expert-Commentary https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154195/ GDX, the Gold Miners ETF, tracks major gold mining companies and benefits when gold prices rise. The cost to dig an ounce of gold has stayed low, while miners can sell it for roughly $5,000, creating huge profits. Unlike physical gold, mining companies reward investors with dividends and stock buybacks, with major players expected to pay strong dividends in 2026. With Wed, 28 Jan 2026 12:00:21 +0000 https://www.dukascopy.com/swiss/sk/marketwatch/market-news/Expert-Commentary/154195/ Expert-Commentary