Blog

SAP, a technology giant originating from Germany, is undergoing a key transformational stage in 2025. After years when its name was mainly associated with enterprise software, the company is increasingly positioning itself as a European leader in artificial intelligence and cloud computing. Although the results for the third quarter of 2025 slightly lagged behind expectations, the company’s long-term outlook encouraged investors.

While investors mainly focus on Nvidia, AMD, or OpenAI as the leading faces of artificial intelligence, behind this revolution operates a company without which no supercomputer or data center could function – Credo Technology. This firm from California’s Silicon Valley has gradually become one of the most important links in the AI infrastructure chain and, within two years, transformed from an unknown player into a stock market darling, rising toward its all-time high by more than 800%.*

Taiwanese semiconductor manufacturer, TSMC, has once again proved with its latest quarterly results why it is considered number 1 in its segment. In Q3, the company beat analysts' expectations of the London Stock Exchange Group (LSEG) on almost all key indicators. Revenue reached TWD 989.9 billion (approximately $33.1 billion), up 30% year-over-year, with net profit up 39%.

Last week, Tesla released its electric vehicle delivery results for the third quarter of 2025, and the numbers surprised investors. The automaker managed to increase deliveries by 7% year-over-year to 497,099 vehicles, surpassing Wall Street expectations by more than 49,000 units. However, despite this, Tesla’s stock price fell by 5.11%* after the announcement, ultimately suggesting that the market is looking beyond the headline figure.

At the beginning of the week, shares of pharmaceutical giant AstraZeneca rose by 1.5%* on the London Stock Exchange. The reason? It was a reaction to the planned transfer of trading from Nasdaq via American Depositary Receipts directly to the New York Stock Exchange (NYSE). In response, investors in Europe began to wonder: “What would such a move mean for my portfolio?”