Our Scans · (FS.3.04) Investment Theory & Pricing Models · Weekly Summary

• [New] Shares of Oracle Corp. soared 35% in a single trading session this week after the cloud-computing giant revealed it was expecting blockbuster future revenue growth fuelled by massive investment in artificial intelligence. Yahoo Finance
• [New] The desk at ING anticipates a slight recovery in Retail Sales to 4.0% Y/Y, underpinned by a rebound from July's weather-related disruptions, whilst industrial production and fixed-asset investment are seen moderating to 5.6% Y/Y and 1.5% YTD, respectively. / China investing.com
• [New] While risks such as linear TV decline and leadership uncertainty remain, Disney's diversified revenue model, iconic global brand, and disciplined cost control make it a compelling long-term investment. TalkMarkets
• [New] Reforms will free up capital for investment by raising the MREL threshold and reviewing the ring-fencing regime, while Basel 3.1 rules will be tailored to support UK competitiveness. Addleshaw Goddard
• [New] GLOBAL HOTEL REVPAR is projected to grow 3 to 5% in 2025, with investment volume up 15 to 25%, driven by loan maturities, deferred capital spending and private equity fund expirations. Asian Hospitality
• [New] The GCC healthcare sector presents a dynamic and rapidly evolving investment landscape with exceptional growth potential across the healthcare value chain. ArabNews
• [New] The global AI marketing landscape is projected to surpass $100 billion in value by 2028, and brands embracing intelligent automation are already outperforming their competitors across customer engagement, retention and return on investment. Codefreex
• [New] Investment is expected to create more than 100,000 direct and indirect job opportunities by 2028, including 14,000 direct full-time jobs, encompassing everything from manufacturing and assembly to high-tech engineering and robotics development. Serrari Group - Serrari | Finance Tips, Tools, Macro &
• [New] Investment momentum accelerates - Data center asset values grew 161% since 2019, with $1 trillion in North American investment forecast between 2025 and 2030, driven by AI, cloud and digital transformation. RCR Wireless News
• Carbon credit markets, green bonds, and impact investment mechanisms represent emerging opportunities for Ghana to monetise environmental stewardship while attracting international capital. Myjoyonline
• London's role as a global financial center offers Ghana strategic opportunities to enhance its financial services capacity, attract investment capital, and integrate more effectively into international financial markets. Myjoyonline
• Private capital and government funds are flowing into advanced reactor startups, with global nuclear investment projected to exceed $1 trillion by 2035. Ary News - Ai Reporting Yard
• Investing in Hydrogen 2025 is a global summit uniting the world's hydrogen visionaries to unlock capital investment and secure long-term offtake agreements that will drive the hydrogen economy. IH
• Companies must recalibrate their decarbonization strategies beyond 2030, reassess investment risks in light of carbon pricing and regulatory trends, and actively pursue opportunities from emerging EU incentives and funding instruments. KPMG
• Artificial intelligence is reshaping venture capital worldwide - not just as a thematic investment opportunity but as a core enabler of operational transformation. ArabNews
• Long-term asset allocators are particularly well positioned to look through the back-and-forth on tariffs and take advantage of the investment opportunities that emerge from realignments in global trade. Ashmore Group
• Sustainable value: with increasing investment in non-oil and gas, by 2025 more than 20% of bp's capital is expected to be employed in transition businesses, including low carbon. bp global
• Among the most prominent forecasts, Bitwise Asset Management, a leading crypto-focused investment firm, recently outlined a bold projection: Bitcoin could reach $1.3 million by 2035, a 28.3% compound annual growth rate that would outperform most traditional asset classes over the next decade. Ainvest

Last updated: 16 September 2025