Noticias del mercado & perspectivas
Anticípate a los mercados con perspectivas de expertos, noticias y análisis técnico para guiar tus decisiones de trading.

Hemos pasado las tres últimas entregas de esta serie mapeando la fontanería de la economía 2026: los bancos que anclan la capital, las utilidades que suministran los electrones, y los fabricantes de chips construyendo el silicio. A medida que la temporada de reportajes de abril avanza hacia su acto final, la atención se desplaza hacia la puerta principal.
Meta, Amazon y Apple se sientan en el punto en el que la creación de IA se encuentra con los consumidores y negocios cotidianos.
Por qué el retorno de la inversión es ahora el foco
Una dura división, a veces llamada la “Gran Dispersión”, se está abriendo entre las empresas que habilitan la IA y las empresas que la monetizan. Meta y Amazon están en el centro de un ciclo masivo de gasto de capital (capex), frente a un gasto estimado en toda la industria de aproximadamente 650 mil millones de dólares a 700 mil millones de dólares en 2026.
Es por eso que las métricas de retorno de la inversión (ROI) están frente a la mente.
- Es Meta ¿La orientación de anuncios impulsada por la IA es lo suficientemente fuerte como para justificar su programa de gastos?
- Es Amazon Web Services (AWS) ¿vuelve a acelerar lo suficientemente rápido como para soportar el empuje de silicio personalizado?
- Can Apple mantener su valoración premium al mostrar que el ciclo del iPhone 17 es real, incluso en un mercado chino más difícil?
En 2026, la pregunta ya no es solo quién puede construir los data centers. Es quien puede convertir esas inversiones en ganancias sustentables y de alto margen. Con los mercados energéticos más tranquilos tras el reciente alto el fuego, las valoraciones tecnológicas han tenido cierto margen para respirar. Ahora el mercado quiere evidencia.

Holding over 11 years of experience as both a trader and educator, Craig has always been the type to distil noise into digestible information. He is one of the most original & astute Australian commentators from the early days of the industry and with that comes a wealth of market experience. Well known for his institutional background, Craig has helped many in the crypto space navigate this fascinating new world with a framework that can be applied to all asset classes.
In this episode we covered: Chronic fatigue syndrome How he got into trading Successes and failures The state of crypto; and Cobb’s trading principles

Daryl Guppy is the founder of GuppyTraders.com, Commentator for CNBC Asia, Author of multiple books on trading including Share Trading, Bear Trading and Trading Asian Shares. He is one of the most original and astute Australian commentators from the early days of the industry and with that comes a wealth of market experience. In this episode we covered: China and his experience How he got into financial markets Technical charting, Fundamental analysis How Guppytraders.com started; and Perception of China and the Trade Wars.

Rupert Hackett is the Co-Founder and Advisor at Caleb & Brown, while also a Director at ADCA (Australia Digital Commerce Association). Caleb & Brown is Australia’s first cryptocurrency brokerage, and Rupert is undoubtedly one of the best minds when it comes to local industry governance in Australia. This was a great chat on the developments in the world of cryptocurrency on the client side on the business.
In this episode we covered: OTC, Caleb & Brown Crypto, consulting, and risk How exchanges and settlements work Client demographics and acquisition; and The global crypto market & analytics.

Damien Loh is the Chief Investment Officer of Ensemble Capital, and former Executive Director at J.P. Morgan Singapore. Ensemble Capital is a fund manager focused on global absolute returns, through an AI & human investing approach in Singapore.
Damien is a super fascinating guy with a long career ahead of him in this new world of AI-driven investments. In this episode we covered: Insight from his time at J.P. Morgan How he got into finance and trading Ensemble Capital, the AI system Investment time frames How they approach risk

Alex Saunders who is affectionately known as “Nugget”, is one of Australia’s foremost market commentators and educators in the digital asset space. The Founder of popular media and education in Nuggets News, Alex’s passion for crypto was born from a frustration of traditional financial markets that many first adopters feel in this space. His education has allowed many traders to steer clear of scams in the industry, focusing instead on developing a framework and community that centres on high-value projects.
In this episode we covered: What Alex loves about Tasmania Pharmacy over dentistry How he got into crypto Banking and financial services The current and future state of crypto His approach to value-investing

Chris Gore ( Linkedin ) is the CEO of GO Markets, Company Secretary and Responsible Manager for their AFSL licence. He’s a long-serving staff member at GO Markets and an industry veteran in the OTC Derivatives market and commentary business, with over a decade of experience. Chris is most known for showing a level-headed approach in an often unsettled industry.
This is a fascinating episode where we cover: Favourite podcasts What’s to come in Forex & how the industry has changed The future of GO Markets The state of the global economy Looking back at the 2016 U.S. Election
