Economy. Investments. IPO
In recent weeks, cryptocurrencies and traditional financial instruments (TradFi) have strengthened their momentum amid growing investor interest. A combination of strong corporate earnings from leaders in the semiconductor sector and rapid progress in artificial intelligence are fuelling interest in risk assets. In this context, there is notable growth in the shares of giants such as Micron Technology and AMD, as well as a positive trend in cryptocurrency markets, led by Bitcoin and Ether. New investment opportunities are attracting both large institutional funds and retail investors in the CIS, shaping new portfolio strategies. In this article, we will examine in detail how this synergy of technology and finance is affecting the market.
On July 14, 2026, a pivotal day awaits global investors and economists, marked by the publication of essential economic indicators and corporate earnings reports. Attention will center on the U.S. Consumer Price Index (CPI) for June 2026, a critical gauge of inflation dynamics that holds significant implications for understanding the country's economic state and potential shifts in the Federal Reserve's monetary policy. Additionally, data concerning China's trade balance is anticipated, providing insights into global trade trends. Major American and international corporations, including JPMorgan Chase, Bank of America, Goldman Sachs, and others, will release their corporate earnings, illuminating the condition of key economic sectors. Experts are also awaiting statements from Federal Reserve Chair Kevin Warsh, which may offer clarity on the regulator's future plans. Collectively, these events could influence the performance of major global stock indices, such as the S&P 500, Euro Stoxx 50, and Nikkei 225.
In this episode, Sergey Tereshkin and investor Mikhail Dubnov, partner at Brio Capital Fund, break down what really happens to a company when large sums of money come in. We discuss why the scaling stage is an entirely different game from starting from scratch, and how the founder's life, management, analytics, and team change after the deal.
In this issue, Sergey Tereshkin and investor Andrey Rezinkin explore AI startups: how to select promising projects and profit from investments in AI. They discuss real-life examples such as OpenAI, ChatGPT, voice recognition, and DepTech, as well as trends like AGI and lifestyle AI applications.