Ion Jauregui – Analyst at ActivTrades
The main Wall Street indices closed Thursday’s session with mixed results. Comments from Trump stating he had no plans to fire Powell but “doesn’t rule anything out” except in cases of fraud, along with Powell’s declaration that he will serve his full term until mid-2026, pressured the market. The U.S. market has been...
Congressional Crypto Week: Bitcoin Hits All-Time Highs in a Decisive Week for the U.S.
Ion Jauregui – Analyst at ActivTrades
Bitcoin (BTCUSD) is back in global headlines after breaking above $123,203 this Tuesday, setting a new all-time high in the same week. So far in July, the leading cryptocurrency has surged 17%, fueled by a combination of institutional...
Ion Jauregui – Analyst at ActivTrades
Zuckerberg Takes the Stand
This week, Mark Zuckerberg appears as a witness in a civil lawsuit worth $8 billion, in which the governance of Meta Platforms (NASDAQ: META) is under scrutiny following the well-known Cambridge Analytica scandal. The plaintiffs — shareholders of the company — argue that decisions were made...
Nvidia at a Crossroads: Unstoppable Growth, Geopolitical Tensions, and Fears of Talent Drain to China
Ion Jauregui – Analyst at ActivTrades
Nvidia’s rise as a central player in the artificial intelligence revolution has not been a solitary journey. The company, now valued at over $4 trillion, has built a complex network of suppliers, strategic clients, and...
Ion Jauregui – Analyst at ActivTrades
Gold posted a slight gain during Monday's Asian session, driven by renewed safe-haven demand amid escalating trade tensions between the United States and several key economies, as well as rising geopolitical uncertainty surrounding Russia and Ukraine.
The initial uptick in gold was supported by the announcement of 30%...
Bank Mergers in Check: Between Brussels and National Interests
Ion Jauregui – Analyst at ActivTrades
Banking consolidation plans in Europe have gained momentum in 2025, driven by the Draghi and Letta reports, which advocate for the creation of pan-European banks capable of competing globally with U.S. and Chinese giants. However, the recent BBVA-Sabadell and...
By Ion Jauregui – Analyst at ActivTrades
Consolidation and Vertigo at Peak Levels
In 2025, the IBEX 35 has staged a moderate yet consistent rally, reaching levels not seen since 2015, recently hitting 14,373 points. After a strong start to the year, fueled by the stabilization of interest rates in the eurozone and a recovery in the banking sector, the index...
Europe Shudders over Winter Gas Fears: Germany Puts Market on Edge
By Ion Jauregui – Analyst at ActivTrades
Europe is once again sounding the alarm over a potential energy crunch this coming winter. The continent’s gas reserves—particularly Germany’s—are significantly below normal levels for this time of year, amid soaring energy demand, heatwaves, and weaker...
BTCUSD on Alert: Whales Move 80,000 BTC, Shaking the Market
By Ion Jauregui – Analyst at ActivTrades
The cryptocurrency market witnessed one of the year’s most puzzling moves this week. Over 80,000 Bitcoins—worth more than $8.6 billion—were transferred from wallets that had been inactive since the early years of the crypto ecosystem. These transfers,...
Threat or Catalyst? Impact of the Upcoming MasOrange IPO on Telefónica
By Ion Jauregui – Analyst at ActivTrades
The potential IPO of MasOrange, valued between €5.37 and €9.44 billion based on applied EV/EBITDA multiples (ranging from 7x to 8.4x), could significantly reshape the competitive landscape of Spain’s telecommunications sector. The new entity, formed...
NaTran, Enagás and Terega Join Forces to Develop the BarMar Hydrogen Pipeline
Ion Jauregui – ActivTrades Analyst
French company NaTran, a subsidiary of energy giant Engie, has announced the creation of a joint venture with Spanish firm Enagás and gas infrastructure operator Terega to develop the BarMar hydrogen pipeline—a key connection for the transport of...
Ion Jauregui - ActivTrades Analyst
Iberdrola is accelerating its international expansion with a historic investment of over €33 billion in power grid infrastructure across the United States and the United Kingdom. Through its subsidiaries New York State Electric & Gas (NYSEG) and Rochester Gas and Electric (RG&E), the company has launched the "Power New York"...
LCrude Oil: Bearish Pressure as Brazil Emerges as an Energy Powerhouse
By Ion Jauregui – Analyst at ActivTrades
LCrude (Ticker AT:Lcrude), which replicates the West Texas Intermediate (WTI) futures contract, has been one of the most volatile assets in 2025. It faces mounting pressure from a growing global supply, cautious demand, and a renewed wave of investment...
Blackstone Leads the Revival of IPOs in Spain with Cirsa and HIP
Ion Jauregui – Analyst at ActivTrades
Blackstone, the world’s largest investment fund, has strongly reactivated the IPO market in Spain with two of its most prominent portfolio companies: Cirsa, a gaming industry giant, and Hotel Investment Partners (HIP), a leader in vacation resorts in Southern...
By Ion Jauregui – Analyst at ActivTrades
Rental market regulations in Catalonia are triggering a real capital flight among major international funds. Following Patrizia’s moves, Blackstone and Azora have also begun divesting from the region’s rental housing market, prioritizing unit-by-unit property sales amid growing legal uncertainty.
From Investors to...
Trump Warns of Trade Reprisals Against Spain for Refusing NATO's 5% Target: Direct Impact on the IBEX 35
By Ion Jauregui – Analyst at ActivTrades
The recent NATO summit in The Hague concluded with an ambitious proposal: raise defense spending to 5% of GDP by 2035. However, Spain distanced itself from the consensus, triggering a diplomatic storm led by former...
Lagarde Boosts the Euro and the DAX: Is the ECB Putting an End to the Rate-Cut Cycle?
Ion Jauregui - ActivTrades Analyst
European Central Bank President Christine Lagarde delivered a key speech before the European Parliament that has shaken financial markets, pushing the euro to multi-year highs and boosting stock market optimism in Germany. Her message, full of...
Can Netflix Reach One Trillion Dollars? The Market Already Bets on It
By Ion Jauregui – Analyst at ActivTrades
Netflix, the giant of digital entertainment, continues to cement its position as the global benchmark in streaming. With a market capitalization exceeding $515 billion, the platform is halfway to the trillion-dollar milestone, but more and more...
