... their investments, enhancing the flow of funds within the startup ecosystem. A Wave of Mergers and Acquisitions (M&A) Large corporations have resumed their active hunt for promising startups, igniting a wave of mergers and acquisitions (M&A) in the tech sector. In the first six months of 2025, the global volume of startup acquisitions exceeded $100 billion, showing a growth of more than 155% compared to the same period last year. Corporate giants are willing to pay unprecedented sums for innovations in key areas—particularly in cybersecurity and AI infrastructure. For instance, Google has announced plans to acquire Israeli cloud startup Wiz for a record $32 billion. OpenAI made a notable ...

... TSMC reported better-than-expected results last week, growing revenue by ~18% QoQ, which provides hope for a gradual improvement in the semiconductor situation. Nevertheless, the overall Asian tech sector is currently facing challenging times. Chinese tech giants – Alibaba, Tencent, JD.com – will not release their quarterly results until August. However, indirect indicators may come from smaller Asian companies today. For instance, ASM International, mentioned in the European block, is a significant ...

... central banks (both global and regional) and the developments in trade negotiations among leading economies closely. Divergent trends across various sectors (the prosperity of services and consumer goods against the difficulties faced by industrial giants) emphasize the importance of portfolio diversification. In the coming days, the focus will shift to the Fed's decisions and the reports from tech leaders—they could set the tone for global markets for the remainder of the summer. By remaining vigilant and maintaining a healthy degree of caution, investors can capitalize on opportunities presented by the current economic situation.

... companies with access to a vast network of contacts, including other entrepreneurs, investors, and potential customers. Sequoia Capital stands as one of the most successful venture capital firms in history, playing a crucial role in the emergence of tech giants such as Apple, Google, and WhatsApp. Despite a number of unsuccessful investments, the firm remains a leading player in venture capital, investing in promising companies worldwide. Its expertise and strategy make Sequoia Capital a benchmark for ...

... important benchmarks for the market. Recent reports provide a diverse picture: some businesses are growing confidently, while others are facing challenges. Below are key highlights from reports of companies across various sectors: Alphabet (Google) – The tech giant showcased strong results for Q2. Revenue grew by approximately double-digit figures (around +14% year-over-year, to ~$95-96 billion), and profit exceeded analysts' expectations. The main drivers were steady growth in advertising and cloud services ...