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Gold recovers above $4,100 after the midterms Ion Jauregui, ActivTrades Analyst 5 November 2026 Gold has recovered a large part of the ground lost over the past three sessions and is once again trading around $4,125 per ounce, more than 6% above this week’s low near $3,870. For me, the main driver of the rebound has been the dollar. The Democratic victory in the midterm elections triggered a decline in the US currency and also in bond yields. The dollar index fell by around 0.5%, while the 10-year Treasury yield dropped towards the 4.93% ar

EURUSD: Market Punishes the Buck Amid Democratic Midterm Wins EUR/USD rises above 1.12 after the midterms as the market sells the dollar Ion Jauregui, ActivTrades analyst The euro advanced against the dollar during Wednesday’s Asian session, after the results of the US midterm elections pointed to strong Democratic gains and increased expectations of political gridlock in Washington. EUR/USD temporarily moved above the 1.1260 area before giving back part of the gains and trading around 1.1240. The move was accompanied by a decline of around 0.6% in the

Estée Lauder’s “lipstick effect” falls despite beating forecasts Ion Jauregui, Analyst at ActivTrades Estée Lauder shares fell more than 4% on Monday on Wall Street, even though the company presented better-than-expected quarterly results and raised its forecasts for fiscal year 2027. The group posted sales of $3.715 billion in its first fiscal quarter, ended September 30, up 7% year over year, while organic growth reached 6%. Adjusted earnings per share came in at $0.72. The company highlighted sales growth in practically all product categories and in all o

Alphabet returns to $280 as the market questions the cost of AI Ion Jauregui - Analyst at ActivTrades Alphabet has returned to the $280 area after suffering one of the biggest corrections in its history, at a time when the market is beginning to demand more visible results from the heavy investments made by large technology companies in artificial intelligence. The stock fell 12.6% on Thursday and closed Friday at $279.84. The move also coincided with a broader sell-off in technology, with sharp declines in the Nasdaq 100, meaning the pressure on Alphabet c

Adidas breaks records while Nike keeps falling in China Ion Jauregui – Analyst at ActivTrades Adidas has just published the best quarter in its history: 7,252 million euros in sales, 9% more, and an operating profit of 1,008 million, 37% higher. With those numbers it raised its profit forecast for the year. There is a nuance: around 200 million of that profit comes from a tariff refund in the United States, so it is not recurring money. The blot on the quarter was Europe, with 4% lower sales, due to retailers’ discounts, excess inventory and some s

S&P 500 consolidates near record highs as caution grows Ion Jauregui – Analyst at ActivTrades The S&P 500 remains close to record highs as investors assess new sources of political and budgetary uncertainty in the United States ahead of the legislative elections. Politics puts the focus on defence spending The pressure has become particularly visible in companies such as AeroVironment and Kratos, linked to the development of military drones, whose shares have fallen sharply amid doubts over the funding planned for 2027. The Pentagon is considerin

Euro falls for the fifth day in a row ahead of the Fed and ECB By Ion Jauregui - Analyst at ActivTrades The euro extended its losses against the dollar on Tuesday for the fifth consecutive day, pressured by France’s fiscal concerns and a firmer greenback, ahead of the monetary policy decisions of the Federal Reserve and the European Central Bank this week. EUR/USD was trading around 1.1145, near a key support in the 1.1100-1.1065 zone, where the May lows and a long-term rising trend line coincide. A break could open the way toward 1.0800, while a rebound w

SpaceX assaults U.S. carriers and Verizon tests a key support Ion Jauregui – Analyst at ActivTrades Verizon closed on Monday at 43.11 dollars (-3.19%) after presenting results and in the midst of SpaceX’s offensive in the mobile segment. Its fall contrasted with the calm of its rivals: T-Mobile closed at 146.93 dollars (+0.27%), while AT&T was trading stable in the early hours of the session. American Tower ended at 188.28 dollars (-0.37%) and SpaceX (Nasdaq: SPCX), at 146.86 dollars (-0.24%). According to Bloomberg, SpaceX is seeking to access at least 8

Nasdaq100 Faces Stability Test:Fed, BigTech Earning & inflation Nasdaq 100 Faces Stability Test This Week: Fed, Big Tech Earnings and Inflation By Ion Jauregui, Analyst at ActivTrades The Nasdaq 100 enters a pivotal week. After sharp losses in the technology sector, the index is hovering around 29,000 points with a bearish bias. A series of events this week could determine whether it finds a floor here or extends its correction, chiefly the Federal Reserve meeting, earnings from Microsoft, Alphabet and Amazon, and U.S. GDP and inflation data. Catalyst

Wall Street Trembles: How Far Could the Nasdaq 100 Fall? Wall Street Trembles: What Will Happen to the Nasdaq 100 if It Fails to Recover Key Levels? Ion Jauregui, ActivTrades Analyst Wall Street faces the final trading session of the week amid growing uncertainty after the Nasdaq 100 suffered a decline of nearly 3% on Thursday, breaking below its 100-day moving average, located around 29,590 points. The loss of this technical reference increases the possibility of further selling if the index fails to quickly recover the ground it has lost. The do

Iberdrola raises net profit 10% and targets Records in 2026 Iberdrola raises net profit 10% through September and targets a record in 2026 Ion Jauregui – Analyst at ActivTrades Spanish utility Iberdrola posted a net profit of 5.816 billion euros in the first nine months of the year, 10% more than in the same period of the previous year, and expects to close 2026 with a record result. The earnings include 953 million euros in capital gains from the sale of its business in Mexico. Without that effect, profit would have been around 4.863 billion, belo

Tesla and SpaceX: Record Results and Potential $3.5T Merger Tesla and SpaceX: Record Results and Potential $3.5 Trillion Merger Shake Wall Street Ion Jauregui, ActivTrades Analyst Tesla and SpaceX are the main protagonists on Wall Street this week, thanks to the impressive results of the former and the potential merger of the companies founded by Elon Musk, a deal that would value them at around $3.5 trillion. SpaceX reported revenues of $14.6 billion in the third quarter, representing a 161% increase compared with last year, and a net profit of $4.4 b

Indra raises its order backlog by 117%, driven by defense Defense technology company Indra is developing a network of three factories in northern Spain to become a manufacturer of armored vehicles, with planned investment of more than 200 million euros and more than 1,000 direct industrial jobs, elEconomista reported on Tuesday. The company will go from around 36,000 square meters of production space to more than 154,000, and will also create 1,400 engineering and highly skilled positions. Indra already operates the El Tallerón plant (Gijón), acquired

ExxonMobil reaches all-time highs supported by refining By Ion Jauregui, Analyst at ActivTrades ExxonMobil has warned the regulator that refining margins will add about 4.5 billion dollars to its third-quarter earnings compared with the second, driven by a soaring diesel price due to the conflicts between the U.S. and Iran and between Russia and Ukraine. It is not a total profit: it is only the effect of the margins, with second-quarter volumes. In addition, the fall in crude will subtract about 1.3 billion and timing effects, another 2.5 billion. T

Tech companies knock on mining’s door: Anglo American confirms By Ion Jauregui, analyst at ActivTrades The big technology companies want to secure the copper they need for their data centers, and some are willing to do so from within the mining companies. Anglo American CEO Duncan Wanblad confirmed on Thursday that he has held talks with technology companies interested in taking stakes. He spoke of “deep expressions of interest”, although no deal has been closed. Metal scarcity explains the move: a data center consumes large amounts of copper, aluminum an

Apple arrives in China with AI but without Siri By Ion Jauregui - Analyst at ActivTrades Oct 15 - Apple will launch its artificial intelligence in mainland China in December, with the iOS 27.3 update, almost two years after its launch in the United States. According to Bloomberg, the rollout will be limited: it will not include the new AI-powered Siri or the image creation tools. Apple has not confirmed the date. The unlocking comes after a long regulatory wait. On September 29, the company obtained permits that allow recent iPhones, such a

The Ibex Rebounds 0.7% and Construction Firms Look to the US By Ion Jauregui, analyst at ActivTrades The Ibex 35 rises 0.68% and stands at 19,331 points. After several weeks of correction from August highs, near 20,350, the index is trying to stabilize. The underlying trend remains bullish, but the short term still calls for caution. Construction firms awaiting Georgia Today the bid for the I-285 East in Georgia is announced, where three consortia are competing: ACS with Acciona, Ferrovial and Sacyr. These are dynamic toll lanes on an existing highway

Microsoft,pressured in Washington,responds with its own chips Microsoft, under pressure in Washington, responds with its own chips By Ion Jauregui - Analyst at ActivTrades Microsoft is living a week of contrasts: the U.S. government has suspended it from an immigration program, and the company has presented its most ambitious bet to depend less on Nvidia. On Thursday, Vice President JD Vance announced the suspension of Microsoft, Adobe and several technology consultancies from the permanent labor certification program (PERM), the first step for a wor

The slowdown in the Chinese market hits European carmakers The slowdown in the Chinese market hits European carmakers, while Tesla gains ground By Ion Jauregui, analyst at ActivTrades Oct 12 - Retail passenger car sales in China fell 28% year on year in September, to 1.618 million units, according to final data from the China Passenger Car Association (CPCA). The preliminary figure pointed to a 24% drop. In the first nine months, the market has accumulated a decline of 21.7%, the biggest blow in years in the world’s largest car market. The price war a

SpaceX shakes European telecoms: DTE and TEF pick up the bill SpaceX shakes European telecoms: Deutsche Telekom and Telefónica pick up the bill By Ion Jauregui, analyst at ActivTrades European operators are trading in the red this Friday after SpaceX’s move in the mobile business. Deutsche Telekom plunges 7.26% and Telefónica gives up 3.43%. Elon Musk’s company agreed to buy from Grain Management a nationwide spectrum portfolio in the U.S., with up to 14 MHz of paired spectrum in the 800 MHz band, subject to FCC approval. Musk called the agreement “very

S&P 500 posts first record since August, but Paulsen warns!S&P 500 posts first record since August, but Paulsen warns of possible 15% correction By Ion Jauregui, analyst at ActivTrades The S&P 500 closed on Tuesday at 7,818.93 points, up 0.58%, thereby posting its first record closing high since August. The previous record dated from August 13, at 7,798.99 points. However, the session ended with a downward turn: the index finished about 26 points below the intraday high. The Nasdaq Composite rose 0.45% and achieved its second consecutive record, while

Schneider Electric tries to stabilise after punishment over PTC Schneider Electric tries to stabilise after punishment over PTC purchase Ion Jauregui - ActivTrades Analyst Schneider Electric shares showed a timid attempt at a rebound on Wednesday in the early hours of the session in Paris, after losing ground continuously since the group announced the biggest acquisition in its history. The stock was trading around 258.63 euros, compared with about 303 euros at Friday's close before the announcement, which represents an accumulated correction of approximate

Boeing breathes easier: FAA rules out safety risk in 737 MAX Boeing breathes easier: FAA rules out safety risk in 737 MAX software and clears the way for the MAX 10 By Ion Jauregui - Analyst at ActivTrades Boeing (NYSE:BA) received on Friday the boost it had been waiting for weeks: the FAA concluded that the software flaw detected in the flight management computers of certain 737 MAX aircraft — which could affect automated guidance during a go-around — does not constitute an operational safety issue, as pilots retain full control at all times. The dete

Bayer invests $2.2 billion in Ohio, yielding to Trump's tariffs Bayer invests $2.2 billion in Ohio, yielding to Trump's tariff pressure By Ion Jauregui - Analyst at ActivTrades Bayer (ETR:BAYN) announced a $2.2 billion investment to build a new pharmaceutical manufacturing complex in New Albany, Ohio, which will generate around 600 permanent jobs and 1,500 temporary jobs during construction. The active substances plant will come into operation in 2031, and the finished product plant in 2034. U.S. President Donald Trump attributed the decision to his pharma