Mustafa Kandemir
@mkandemirrr.bsky.social
Financial News - Central Banks - Economic Data
-Does not contain any investment advice
-Does not contain any investment advice
Due to artificial intelligence investments, the total capital expenditures of tech giants such as Microsoft, Amazon, Alphabet, and Meta are expected to exceed $650 billion by 2026. However, analysts warn that this could put pressure on the corporate bond market
February 7, 2026 at 9:05 PM
Due to artificial intelligence investments, the total capital expenditures of tech giants such as Microsoft, Amazon, Alphabet, and Meta are expected to exceed $650 billion by 2026. However, analysts warn that this could put pressure on the corporate bond market
Google Cloud revenue growth accelerated to 48% this quarter, compared to 30% the previous year. Operating profit rose from $2.1 billion to $5.3 billion.
February 4, 2026 at 10:29 PM
Google Cloud revenue growth accelerated to 48% this quarter, compared to 30% the previous year. Operating profit rose from $2.1 billion to $5.3 billion.
Uber is expanding its robotaxi service network to include Hong Kong, Madrid, Houston, and Zurich. The company plans to roll out driverless vehicle technology to more than 10 markets worldwide by the end of 2026. Hong Kong will be Uber's first autonomous service location in Asia
February 4, 2026 at 12:33 PM
Uber is expanding its robotaxi service network to include Hong Kong, Madrid, Houston, and Zurich. The company plans to roll out driverless vehicle technology to more than 10 markets worldwide by the end of 2026. Hong Kong will be Uber's first autonomous service location in Asia
AMD Earnings Report
Revenue: $10.27B (Expectation: $9.65B)
EPS: $1.53 (Expectation: $1.32)
Revenue: $10.27B (Expectation: $9.65B)
EPS: $1.53 (Expectation: $1.32)
February 3, 2026 at 9:24 PM
AMD Earnings Report
Revenue: $10.27B (Expectation: $9.65B)
EPS: $1.53 (Expectation: $1.32)
Revenue: $10.27B (Expectation: $9.65B)
EPS: $1.53 (Expectation: $1.32)
Germany's €512 billion borrowing program for infrastructure and military modernization pushed 30-year bond yields to 3.56%, the highest level since 2011
February 3, 2026 at 5:07 PM
Germany's €512 billion borrowing program for infrastructure and military modernization pushed 30-year bond yields to 3.56%, the highest level since 2011
Australia became the first major economy to raise interest rates in 2026. The Reserve Bank of Australia raised its policy rate by 25 basis points to 3.85% on the grounds that inflationary pressures were continuing
February 3, 2026 at 1:28 PM
Australia became the first major economy to raise interest rates in 2026. The Reserve Bank of Australia raised its policy rate by 25 basis points to 3.85% on the grounds that inflationary pressures were continuing
Kevin Warsh, nominated by Trump for the Fed Chairmanship, is well known in financial and economic circles. Warsh served from 2006 to 2011 and played an active role in managing the 2008 financial crisis during Ben Bernanke's tenure
February 2, 2026 at 6:11 PM
Kevin Warsh, nominated by Trump for the Fed Chairmanship, is well known in financial and economic circles. Warsh served from 2006 to 2011 and played an active role in managing the 2008 financial crisis during Ben Bernanke's tenure
Looking at the largest silver producers by country, Mexico ranks first. There is a significant gap between it and China, which ranks second
Note: Although Mexico is the largest silver producer, Peru has the largest silver reserves
Note: Although Mexico is the largest silver producer, Peru has the largest silver reserves
January 27, 2026 at 7:34 PM
Looking at the largest silver producers by country, Mexico ranks first. There is a significant gap between it and China, which ranks second
Note: Although Mexico is the largest silver producer, Peru has the largest silver reserves
Note: Although Mexico is the largest silver producer, Peru has the largest silver reserves
The 20 largest silver producers ⛏️
January 27, 2026 at 7:34 PM
The 20 largest silver producers ⛏️
According to Apollo's report, technology companies will account for half of the top 10 borrowers in the US bond market by 2030. According to Morgan Stanley data, the sector's borrowing will reach $400 billion in 2026. This figure stood at $44 billion in 2024
January 27, 2026 at 1:00 PM
According to Apollo's report, technology companies will account for half of the top 10 borrowers in the US bond market by 2030. According to Morgan Stanley data, the sector's borrowing will reach $400 billion in 2026. This figure stood at $44 billion in 2024
Companies reporting earnings in US stock markets this week
January 26, 2026 at 7:04 PM
Companies reporting earnings in US stock markets this week
Weekly Data Calendar (January 26 - January 30)
🗓️Monday
🔹US Durable Goods Orders
🗓️Tuesday
🔹ADP Weekly Change
🔹CB Consumer Confidence Index
🔹Lagarde Speech
🗓️Wednesday
🔹FED Interest Rate Decision
🔹Canada (BOC) Interest Rate Decision
🔹US Crude Oil Inventories
🗓️Monday
🔹US Durable Goods Orders
🗓️Tuesday
🔹ADP Weekly Change
🔹CB Consumer Confidence Index
🔹Lagarde Speech
🗓️Wednesday
🔹FED Interest Rate Decision
🔹Canada (BOC) Interest Rate Decision
🔹US Crude Oil Inventories
January 25, 2026 at 8:36 PM
Weekly Data Calendar (January 26 - January 30)
🗓️Monday
🔹US Durable Goods Orders
🗓️Tuesday
🔹ADP Weekly Change
🔹CB Consumer Confidence Index
🔹Lagarde Speech
🗓️Wednesday
🔹FED Interest Rate Decision
🔹Canada (BOC) Interest Rate Decision
🔹US Crude Oil Inventories
🗓️Monday
🔹US Durable Goods Orders
🗓️Tuesday
🔹ADP Weekly Change
🔹CB Consumer Confidence Index
🔹Lagarde Speech
🗓️Wednesday
🔹FED Interest Rate Decision
🔹Canada (BOC) Interest Rate Decision
🔹US Crude Oil Inventories
Blackstone (BX) reported Q3 distributable EPS of $1.52, beating the $1.23 analyst estimate. Total assets under management rose to a record $1.24 trillion. President Jon Gray said the "deal dam is breaking," signaling more realizations ahead. Shares fell 5%
October 23, 2025 at 10:11 PM
Blackstone (BX) reported Q3 distributable EPS of $1.52, beating the $1.23 analyst estimate. Total assets under management rose to a record $1.24 trillion. President Jon Gray said the "deal dam is breaking," signaling more realizations ahead. Shares fell 5%
Amazon is rolling out "Help Me Decide," a new AI-powered tool in the US. It suggests a single product recommendation to shoppers based on their purchase history, product descriptions, and reviews, using large language models. This follows the 2024 launch of its AI chatbot, Rufus
October 23, 2025 at 1:51 PM
Amazon is rolling out "Help Me Decide," a new AI-powered tool in the US. It suggests a single product recommendation to shoppers based on their purchase history, product descriptions, and reviews, using large language models. This follows the 2024 launch of its AI chatbot, Rufus
Sodexo SA (SW.FP) shares slumped as much as 12% in Paris after forecasting 2026 organic revenue growth of 1.5% to 2.5%, a slowdown from 3.3% in 2025 and below the 3.2% analyst estimate. The company cited structural challenges and market share losses, particularly in US higher education
October 23, 2025 at 10:29 AM
Sodexo SA (SW.FP) shares slumped as much as 12% in Paris after forecasting 2026 organic revenue growth of 1.5% to 2.5%, a slowdown from 3.3% in 2025 and below the 3.2% analyst estimate. The company cited structural challenges and market share losses, particularly in US higher education
Alphabet's Google announced a quantum computing breakthrough on its "Willow" chip, detailing the "Quantum Echoes" algorithm in Nature. Google said the algorithm is verifiable and ran 13,000 times faster than the world's best supercomputer
October 22, 2025 at 5:05 PM
Alphabet's Google announced a quantum computing breakthrough on its "Willow" chip, detailing the "Quantum Echoes" algorithm in Nature. Google said the algorithm is verifiable and ran 13,000 times faster than the world's best supercomputer
Meta Platforms Inc. is cutting approximately 600 jobs from its AI unit, Meta Superintelligence Labs. The company aims to move more quickly in the AI race, with a memo stating "fewer conversations will be required to make a decision."
October 22, 2025 at 3:50 PM
Meta Platforms Inc. is cutting approximately 600 jobs from its AI unit, Meta Superintelligence Labs. The company aims to move more quickly in the AI race, with a memo stating "fewer conversations will be required to make a decision."
The U.S.-South Korea trade deal is in deadlock over a $350B investment pledge. A top official says South Korea "cannot pay in cash" as the US prefers, noting the sum is over 80% of its foreign reserves.
September 28, 2025 at 1:28 PM
The U.S.-South Korea trade deal is in deadlock over a $350B investment pledge. A top official says South Korea "cannot pay in cash" as the US prefers, noting the sum is over 80% of its foreign reserves.
Spain has earned upgrades from both Moody's (A3) and Fitch (A), its highest ratings since 2012. The move reflects strong economic growth that is currently overshadowing the country's political deadlock.
September 26, 2025 at 9:37 PM
Spain has earned upgrades from both Moody's (A3) and Fitch (A), its highest ratings since 2012. The move reflects strong economic growth that is currently overshadowing the country's political deadlock.
European truckmaker stocks diverged after Trump announced a 25% tariff on imported heavy trucks. Daimler Truck and Traton, with exposure to Mexico, fell sharply, while the more U.S.-based Volvo gained.
September 26, 2025 at 8:32 AM
European truckmaker stocks diverged after Trump announced a 25% tariff on imported heavy trucks. Daimler Truck and Traton, with exposure to Mexico, fell sharply, while the more U.S.-based Volvo gained.
LVMH is accelerating its expansion in South Korea, a strategic diversification move amid economic uncertainty in the US and a slowdown in China.
September 25, 2025 at 8:53 PM
LVMH is accelerating its expansion in South Korea, a strategic diversification move amid economic uncertainty in the US and a slowdown in China.
BlackRock is converting two actively managed mutual funds with a combined $3 billion in assets into exchange-traded funds (ETFs).
September 15, 2025 at 10:55 AM
BlackRock is converting two actively managed mutual funds with a combined $3 billion in assets into exchange-traded funds (ETFs).
OpenAI board chair Bret Taylor has weighed in on the AI bubble debate, echoing Sam Altman's view that a speculative frenzy and a true technological revolution can coexist.
September 14, 2025 at 9:14 PM
OpenAI board chair Bret Taylor has weighed in on the AI bubble debate, echoing Sam Altman's view that a speculative frenzy and a true technological revolution can coexist.