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 11, 2026, a pivotal date in the financial calendar, key economic events and corporate reports will capture the attention of investors. The U.S. Consumer Price Index (CPI) will serve as an indicator of inflation in the country and set the tone for forecasts regarding future Federal Reserve monetary policy. The earnings season for major U.S. banks includes results from giants such as JPMorgan, Goldman Sachs, and others, providing valuable insights into the economic health of the sector. Data from China regarding their economic activity will also be meticulously analyzed amidst changes in the geopolitical climate. All of this creates a unique backdrop for understanding the state of global markets, including 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.