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Forward operating margins have reached new all-time highs across all major regions and continue to accelerate...
The country America tried to contain through tariffs and chip export bans has become the world’s fastest-growing AI market, largest EV exporter, and a formidable rival in the very technologies the West sought to keep out of reach. As Donald Trump landed in Beijing on May 13th for his high-stakes summit with Xi Jinping, the symbolism mattered as much as the outcome.
Nvidia tops the charts with record market cap, and Germany’s economy appears sluggish, while American purchasing power recedes. Each week, the Syz investment team takes you through the last seven days in seven charts.
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The country America tried to contain through tariffs and chip export bans has become the world’s fastest-growing AI market, largest EV exporter, and a formidable rival in the very technologies the West sought to keep out of reach. As Donald Trump landed in Beijing on May 13th for his high-stakes summit with Xi Jinping, the symbolism mattered as much as the outcome.
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Major U.S. stock indexes closed the week higher, with the Dow Jones advancing to an all-time high and the S&P 500 Index rising for the eighth consecutive week, its longest winning streak since 2023. Small-cap and value stocks outperformed large-cap and growth shares. After a volatile start to the week, sentiment improved as enthusiasm around artificial intelligence (AI) stocks—supported in part by chipmaker NVIDIA’s stronger-than-expected earnings results—helped offset uncertainty surrounding the Middle East conflict. Additionally, while headlines around a possible deal between the U.S. and Iran remained fluid and sometimes conflicting, investors generally appeared to see negotiations as more likely than escalating military action.
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