... industry. The startup xAI, founded by Elon Musk, raised approximately $10 billion (including venture and debt capital), achieving a valuation exceeding $100 billion and ascending into the ranks of the world's most valuable private companies. The Meta Corporation invested $14 billion in the AI data platform Scale AI, aiming to accelerate its own artificial intelligence developments. Just days ago, a new venture founded by former OpenAI executives secured a record seed round of $2 billion at a valuation of around ...

... trade and the Chinese market. Progress in dialogue will support risk appetite, while escalation of disagreements will add uncertainty. Maintain diversification and caution. Mixed signals from the day's offerings (macro statistics, regulator decisions, corporate surprises) may amplify volatility. Allocating investments across various sectors and regions will help reduce risk: a negative factor in one area (be it a weak corporate report or economic indicator) will not excessively impact the entire portfolio.

... willing to spend tens of billions of dollars to stay competitive in the race for key innovations. Google has agreed to a record acquisition of cybersecurity startup Wiz for $32 billion—this could become the largest startup acquisition in history. Corporation Meta invested $14 billion in Scale AI , obtaining approximately 49% of its shares at a valuation of ~$28 billion. Even the AI industry leaders themselves are making strategic acquisitions: OpenAI announced the purchase of an AI device development startup ...

... largest investment rounds of the first half of the year are concentrated in this sector: OpenAI : The generative AI developer OpenAI raised approximately $40 billion in funding—one of the largest rounds in the industry's history; Meta and Scale AI : The corporation Meta invested $14.3 billion in the AI infrastructure startup Scale AI , marking one of the largest deals of the year; Thinking Machines Lab : The new startup of former OpenAI CTO Mira Murati secured about $2 billion in a seed round at a valuation of around ...

... is already possible to speak of increased investment risks and rising volatility in sectors most sensitive to changes in trade relations. Geopolitical and Tariff Risks The current geopolitical tension in U.S.-China relations significantly heightens investment risks in global markets. New tariffs, restrictions, and export controls adversely affect corporate profitability. For example, the export restrictions introduced between 2022 and 2024 on advanced chips have led American semiconductor manufacturers to experience a decline in revenue. According to CSIS estimates, after the first rounds of restrictions,...