

Ethan Black
@ShadowHawk
I share the latest market updates to keep you ahead of the curve. Stay informed, stay profitable.
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In recent years, satellite communication has become a vital component of global infrastructure, providing internet access and connectivity to the most remote and inaccessible regions. Franco-British satellite operator Eutelsat has announced its intention to increase Europe's autonomy in the field of space communications and continue to provide stable internet access in war-torn Ukraine. These efforts have attracted significant attention in light of recent changes in the satellite services market and growing investor interest in satellite technology.
Eutelsat's Role in Ukraine A Mission of Importance
Eutelsat, known for its contributions to satellite system development, has played a crucial role in maintaining connectivity in Ukraine since the onset of conflict. The OneWeb satellite network, supported by Eutelsat, utilizes terminals installed across Ukraine and in the Black Sea to provide internet access where infrastructure is limited.
Key aspects of Eutelsat's operations in Ukraine:
In a decision that could have significant implications for the cryptocurrency market and the regulation of unregistered security offerings, a federal judge rejected a lawsuit filed by U.S. regulatory authorities. The case involved online entrepreneur Richard Hart, also known as Richard Schuler, who was accused of raising over $1 billion through unregistered crypto offerings and defrauding investors, resulting in losses of $12.1 million in luxury purchases—including the world’s largest black diamond.
Legal Considerations
District Judge Carol Bagley Eymon, presiding in Brooklyn, noted that the SEC’s lawsuit lacked a sufficient connection between Hart’s alleged actions and their impact on the United States. This ruling raises important questions regarding jurisdiction and demonstrates the challenges regulators face when alleged wrongdoing occurs internationally, particularly when the defendant is a U.S. citizen residing abroad (in this case, Finland).

The tech industry is undergoing rapid transformation, driven by the exponential growth of artificial intelligence (AI). As leading global companies prioritize investments in AI, Nvidia Corporation $NVDA has emerged as a key player in this innovation wave. According to Nvidia’s recently published quarterly forecast, the company anticipates strong growth fueled by demand from major clients like Microsoft $MSFT and Amazon.com Inc. $AMZN. This confidence has led to noticeable gains in the chip manufacturer’s stock performance.
Rising Demand for AI
The race to build robust AI infrastructure is intensifying, with tech giants such as Microsoft and Amazon taking significant steps toward harnessing this technology. These corporations, alongside other big players, recognize the transformative potential of AI to expand their services and capabilities. Nvidia remains central to this movement, providing essential hardware for global enterprises pursuing AI-enabled solutions.

The AI-focused startup Anthropic is planning to raise $3.5 billion in its latest funding round, which could value the company at $61.5 billion. This information was disclosed by two sources familiar with the matter, as reported by Reuters. Known for its innovative chatbot Claude, Anthropic is seeking backing from some of the biggest names in venture capital.
Investor Interest in Anthropic
According to sources, Anthropic is set to receive substantial funding from well-established venture firms like Lightspeed Venture Partners, General Catalyst, and Bessemer Venture Partners (all privately held).

The energy sector serves as a barometer for global economic and geopolitical dynamics. Recent changes in U.S. energy policy, initiated by President Donald Trump during his second term, have once again turned the spotlight on the American liquefied natural gas (LNG) market. Joshua Jon Imaz, CEO of the Spanish oil company Repsol $REP.MC, expressed confidence that these measures will positively impact the global gas industry.
New Licenses and Their Significance
On January 20th, the day of Donald Trump's second inauguration, the U.S. administration lifted the moratorium on issuing LNG export licenses that had been imposed by former President Joe Biden. Shortly thereafter, the U.S. Department of Energy began the active issuance of new permits.

In the rapidly evolving world of artificial intelligence (AI), significant changes are on the horizon. The newly launched startup, Thinking Machines Lab, founded by former OpenAI technical director Mira Murati, is already capturing the attention of industry experts with its innovative approach to building safe and ethical AI systems. The project is driven by the integration of human values into AI algorithms and the fusion of research with product-focused solutions.
Building a Team of Experts
Since the announcement of the startup, key experts from various companies have joined the project. Among them are:
- Researchers from OpenAI
Investing and trading are fundamental components of financial markets that attract both large institutional and individual investors. In recent years, special attention has been drawn to these areas due to news events and transactions between significant banks like UniCredit $UCG.MI and Banco BPM $BAMI.MI. Assessing the impact of such deals on the market and investors' role in this process is the focus of our discussion.
Impact of Corporate Deals on Investments
Modern transactions between major banks, such as the potential acquisition of Banco BPM by UniCredit, significantly impact the investment environment. This deal may alter the general approach investors take towards trading on stock markets.

Recent quarterly 13-F filings with the Securities and Exchange Commission reveal that various investment funds are significantly increasing their positions in Bitcoin ETFs. This trend highlights the evolving financial landscape where major funds are actively deploying capital into crypto-related instruments, thereby influencing overall market dynamics.

Market Overview
According to the Wisconsin Investment Council’s quarterly report, its assets in Bitcoin ETFs more than doubled over the last three months of the previous year. By December 31, the fund held 6 million shares of the iShares Bitcoin Trust ETF $IBIT. This growth marks a pivotal moment following the debut of the first Bitcoin ETF, setting a benchmark for crypto investment vehicles.
The Trade Desk, Inc. $TTD, a leading digital advertising company, has issued a forecast for Q1 revenue that falls below analysts’ expectations. The company predicts revenue for the upcoming quarter will reach at least $575 million, missing the consensus estimate of $591.8 million. Following the announcement, the company’s stock saw a decline of over 20% in after-hours trading.
Key Factors Behind Trade Desk’s Revenue Guidance
1. Reduced demand in the connected TV advertising market, a segment that has been a strong growth driver for the company in recent years.
2. Economic uncertainty and higher interest rates, which have led clients to cut advertising budgets.
Recent trading sessions have witnessed a nearly 7% plunge in Eicher Motors $EICHERMOT.NS shares—the steepest one-day drop since July 2023. The decline is largely driven by aggressive investments in new models by Royal Enfield, the motorcycle manufacturer under the Eicher umbrella, which have significantly affected the company's profitability. Despite record sales figures in the motorcycle segment, rising expenditures, especially during key festive periods like Diwali and Christmas, have put considerable pressure on financial performance.
Market Overview
Experts attribute this drop to several contributing factors. Significant capital allocation toward new model development—including ventures into high-technology motorcycles—has increased costs, thereby negatively impacting margins. According to data from LSEG, no fewer than six of the 34 brokerage firms tracking Eicher Motors have downgraded their ratings due to the current financial strain.

In January, Brazil's trade surplus experienced a significant drop of 65.1% compared to the same month last year. This decline was attributed to a robust increase in imports alongside a drop in exports, highlighting key dynamics in the country's trade landscape.
According to the Ministry of Development, Industry, Trade, and Services, Brazil's surplus amounted to $2.2 billion this January, a stark contrast to the $6.2 billion surplus recorded the previous year. Economists surveyed by Reuters had predicted a surplus of $3 billion, reflecting a surprising deviation from expectations.

Export Trends
The Japanese startup ArkEdge Space has made a significant announcement in the field of satellite imaging. On Friday, they reported that their observation satellite, designed for Taiwan's space agency, has potentially produced some of the highest quality images of Earth using a satellite the size of a suitcase.

The ONGLAISAT satellite, which specializes in optical observations, was launched into orbit in December, reaching an altitude of about 400 km. At this orbit, it captured images with an impressive resolution of 2.5 meters. As Ta Feyuko, Executive Director at ArkEdge, notes, the clarity of these images was achieved despite the satellite's compact size, and is comparable to aerial photography.