Davide Sciannimonaco

Investment And Research Coordinator (Scientific Research)

29 September 2026

Same drawdown, more upside: AtonRâ World Multi-Factor goes live

Today we launch AtonRâ World Multi-Factor. It targets market-like drawdowns with better upside capture, through a...

23 September 2026

Trump and Xi meet this week. The November deadline matters more.

Xi Jinping's first White House visit in eleven years puts AI guardrails, chip controls, rare earths and clean-tech trade...

Artificial Intelligence & Robotics

15 September 2026

Nvidia's $12.9bn wake-up call on physical AI

The headlines focused on model distribution. But the Hugging Face acquisition also strengthens Nvidia's position in the...

Artificial Intelligence & Robotics

24 August 2026

Lenovo at all-time highs: the AI trade goes multi-polar

The strongest quarter in Lenovo's history confirms two theses at once: AI value creation is spreading beyond the US clou...

11 August 2026

Macro: The Silent Tightening

The Fed has stopped talking. That silence IS the policy, and it changes which stocks get rewarded.

27 July 2026

Who's afraid of Kimi K3?

Moonshot's new model matches some of the best US systems and will be free to download. The sharpest sell-off hit Chinese...

21 June 2026

Is AI finally going local?

The US government proved it can turn off a frontier AI model. AMD proved you can turn on one from your desk. Both events...

27 April 2026

To invest in China AI, just follow the money

China's mega-caps are building the AI infrastructure. The mid-caps leveraging it will win the monetization race.

16 March 2026

China Just Signed the $2 Trillion Check

With global attention focused on the Middle East conflict, China's National People's Congress (NPC) quietly ratified the...

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