THE GOOGLE TPU ECOSYSTEM • $AVGO custom silicon powering Google’s TPU chips • $JBL, $FLEX rack integration installing TPUs into full data-center systems • $CLS, $JBL module assembly turning chips into deployable compute units • $TSM, $AMKR advanced foundry & packaging

AI isn’t one trade. It’s an entire supply chain. This graphic maps the real backbone of the AI boom, from chips to power to data centers. Foundry and chips: $NVDA, $AMD, $ASML, $ARM, $AVGO Networking and optics: $ANET, $CRDO, $CIEN, $LITE, $AAOI Servers and cooling: $VRT,

Les analystes de Portzamparc ont dévoilé leur liste de convictions pour le premier semestre 2026. Parmi les huit actions sélectionnées: Broadpeak, Equasens, Lumibird, Inventiva.

Gold had its best year since 1979, up over 64% in 2025. https://t.co/rQuXrxVXM0

JPM Top Themes for 2026

Warren Buffett's Berkshire Hathaway is now sitting on an all-time high $382 Billion in Cash, enough to buy 479 companies in the S&P 500 🚨🚨

Bitcoin ended 2025 in the red. The same can't be said for the original coins. 🤑

Robots are not a future trend. They are already embedded in how the global economy runs, and the market is steadily repricing that reality across multiple layers of the stack. This theme is bigger than humanoids or factory arms. It is automation at every level, from software

All J.P. Morgan's top stock picks for 2026

2025 final performance: S&P 500: 16.39% Nasdaq: 20.36%

5 out of the 7 stocks in the Magnificent Seven actually underperformed the S&P 500 this year, a very different picture than 2023/2024. Only Google and Nvidia outperformed.

2026 will be a banger year

🇺🇸 S&P 500 In 2025, only a small minority of large‑cap active equity funds kept pace with the S&P 500. Managers who underweighted the "Magnificent Seven" were punished as the market's leadership grew even more concentrated 👉 https://t.co/yIk7SZYp6p ht @markets $spx #spx #sp500

Only 193 of the constituents of S&P 500 in 1999 are still in the index. Capitalism moves fast. Source: Goldman Sachs

Year 6 of a President in office has been extremely strong for stocks. Never lower and up nearly 21% on average.

This might be the most useless defence in football history 😂

Xavier Baraton, directeur des investissements de HSBC AM, met en avant le potentiel des actions et obligations issues des pays émergents. Il est aussi positif sur l'Europe mais plus prudent sur les Etats-Unis. Actifs réels, infrastructures, hedge funds, sont appréciés.

BREAKING 🚨: Palladium Palladium on track for 2nd biggest loss in 45 years 🚨📉😱

WALL STREET TOP STOCK PICKS FOR 2026: Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $EL RBC Capital Markets → $ABNB, $META, $UBER, $DASH, $MSFT, $INTU, $CRM, Wolfe Research → $MU, $FDX, $ORLY, $LITE, $AMZN,

Top 20 countries with the most Gold.