Ion Jauregui –ActivTrades Analyst
Telefónica is experiencing one of its strongest market moments in recent years, with a nearly 20% appreciation so far in 2025 and a share price that has reached €4.73. These are levels not seen since July 2022, sparking renewed investor interest, although questions remain regarding its ability to sustain this momentum.
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In the early hours of Friday, June 13, a new turning point in global geopolitics emerged and extended through the weekend: Israel launched an aerial attack using missiles and drones on Iranian nuclear facilities, triggering an immediate reaction in energy markets. The conflict has continued throughout the weekend, resulting in casualties on both sides, including...
Copper Nears Annual High, Driven by Trade Optimism and Falling Inventories
By Ion Jauregui – ActivTrades Analyst
The copper market is once again in the spotlight. The metal is currently trading at around USD 9,756 per tonne on COMEX futures at the London Metal Exchange (LME), approaching its annual high reached at the end of March, near USD 10,000. This rally is...
UBS suffers a major setback: regulatory pressure hits its share price and dims buyback expectations
By Ion Jauregui –ActivTrades Analyst
UBS Group AG (Ticker SWX: UBSG.CH), Switzerland’s largest bank, faces a fresh blow. The Swiss government has proposed demanding an additional $26 billion in top-tier regulatory capital following the historic takeover of Credit...
By Ion Jauregui – Analyst at ActivTrades
The recent power outage that plunged much of southern Spain into darkness has placed Redeia — formerly Red Eléctrica Española — at the heart of the energy debate. Preliminary findings from the Entso-E report suggest that the Spanish grid operator may have contributed to the network collapse, and investors are already...
By Ion Jauregui – Analyst at ActivTrades
The tax bill proposal put forward by the Trump administration — known as the “Big Beautiful Bill” — includes a controversial clause, number 899, which threatens to tax dividends and coupons from U.S. assets received by foreign investors from countries deemed “hostile” or “discriminatory” toward the United States. While...
By Ion Jauregui – Analyst at ActivTrades
Oil prices continue to show strength after gaining more than 4% last week, despite a slight correction during Monday’s Asian trading session. Brent futures are hovering around $66.43 per barrel, while WTI is trading at $64.52. This price stability reflects the market's anticipation ahead of key trade talks between the...
By Ion Jauregui – Analyst at ActivTrades
After a session marked by a sharp decline, Tesla shares rebounded strongly in after-hours trading. The catalyst: a *Politico* report revealing that President Donald Trump’s advisors have scheduled a phone call with Elon Musk for today, Friday, in an effort to ease tensions following a public dispute between the two...
Ion Jauregui - ActivTrades Analyst
After a difficult start of the year for the greenback, the US dollar seems to have slowed its decline... but not for long, if we look at options market activity. Traders are still aggressively bearish, especially against the euro and the yen. According to LSEG data, more than 59% of FX options volume on CME Group (NASDAQ: CME)...
Sanofi Makes Bold Move with $9.5 Billion Acquisition of Blueprint Medicines
By Ion Jauregui – Analyst at ActivTrades
French pharmaceutical giant Sanofi (EPA:SAN) has kicked off 2025 with a bold strategic move: the acquisition of U.S.-based biotech Blueprint Medicines (NASDAQ:BPMC) for up to $9.5 billion. The deal, expected to be the largest healthcare...
The Biggest Public Project of the Year Faces Construction Giants
By Ion Jauregui – Analyst at ActivTrades
The largest public works contract tendered this year in Spain already has a name and location: the new hospital in Málaga. With a budget of €607.5 million, co-financed by the European FEDER funds, this ambitious healthcare project will not only redefine...
By Ion Jauregui – Analyst at ActivTrades
Donald Trump has returned to the political and economic spotlight with a clear message from Pennsylvania: double tariffs on steel and aluminum to 50%, aiming to "protect American industry."
The announcement comes right after discussions surrounding the $14.9 billion acquisition of U.S. Steel (NYSE: X) by Japan’s Nippon...
Salesforce (NYSE: CRM) has taken a major step in its growth strategy by announcing the acquisition of Informatica (NYSE: INFA) for approximately $8 billion. Informatica closed yesterday at $24.29 per share. This deal, Salesforce’s largest since acquiring Slack in 2021, aims to strengthen its artificial intelligence ecosystem and solidify its position in the...
By Ion Jauregui – Analyst at ActivTrades
Zosurabalpin: A New Hope Against Antimicrobial Resistance
Swiss pharmaceutical giant Roche (SWX: ROG) has just taken a major step forward in the fight against bacterial resistance: its new antibiotic zosurabalpin is entering Phase 3 clinical trials. The compound targets acinetobacter baumannii, a highly resistant...
By Ion Jauregui – Analyst at ActivTrades
Nestlé (SWX: NESN), one of the world’s food industry giants, has announced a major strategic shift: a renewed focus on what it does best. The company’s new CEO, Laurent Freixe, has made it clear that the era of forced diversification—particularly into areas like nutritional supplements—is over.
Since taking the helm in...
☢️ Nuke, baby nuke: Can Europe Follow the U.S. Nuclear Revival?
Ion Jauregui – Analyst at ActivTrades
Nuclear energy is back in the spotlight. This week, former President Donald Trump signed four executive orders aimed at reviving the nuclear industry in the United States. Among the measures are plans to build 10 mega-reactors by 2030, boost domestic uranium...
By Ion Jauregui – Analyst, ActivTrades
Ryanair (ISE: RYA) closed its 2024/25 fiscal year with results that—despite some headwinds—demonstrate the resilience of its ultra-low-cost model. The Irish carrier posted a 4 % increase in revenues to €13,950 m, up from €13,444 m in 2023, while net profit fell 16 % to €1,610 m, penalized by fares that were 7 % lower and...
By Ion Jauregui – Analyst, ActivTrades
In the full-throttle race for orbital supremacy, the U.S. government has unveiled its ambitious “Golden Dome” plan, a next-generation missile-defense system that builds on the newly established Space Force. With an estimated budget of USD 175 billion and an operational target date of 2029, the project aims to detect and...
