@EthioCoinGram delivers the latest on crypto markets, trends, blockchain, ETFs, Web3, and media news — simple, fresh, and made for traders and enthusiasts alike
UBS expects the main drivers of equity performance company earnings, macroeconomic backdrop, and investment cycle to remain favorable.
The bank raised its view on global equities (including US, China, emerging markets) to “Attractive,” pointing to a pickup in growth, easing trade/tariff pressures, and a strong capex cycle particularly fueled by AI and technology investments.
For major indices: UBS recently forecast that S&P 500 could reach ≈ 7,500 in 2026 under its base case.
On a global level, the outlook for MSCI ACWI (global equities) is +11 % by end-2026.
🌍 Broader context: where gains might come from
According to UBS:
Economic growth in the U.S., Europe, and Asia is expected to accelerate, supported by fiscal stimulus, infrastructure investment, and monetary easing.
Structural trends like AI-driven productivity gains, technological adoption, and long-term investments in healthcare, energy, and resources are seen as long-term growth engines.
While valuations are somewhat elevated, UBS believes that earnings growth will be the main driver of returns (rather than further expansion in valuation multiples).
⚠️ Risks & What Could Derail the Rally
UBS (and others) also warn that:
In the short to medium term, markets may be vulnerable to economic or geopolitical shocks, persistent inflation, or surprises from central banks.
Some sectors or regions may under-perform (e.g. certain European equities vis-à-vis U.S. equities).
The rally especially for “higher-beta” or cyclical stocks depends on the continuation of policy support, favorable interest rates, and stable global conditions. A worsening global trade environment, renewed inflation, or monetary tightening could undo gains." #BinanceBlockchainWeek #CPIWatch #Write2Earn
A Smarter Booster for Limit Order Liquidity Providers
Welcome to the next level of on-chain trading finesse. Binance Alpha 2.0 supercharges how limit order liquidity providers earn, scale, and stay competitive—without turning your screen time into a stress marathon. Let’s break it down, friendly-style 👇
🧠 What Is Binance Alpha 2.0 (in plain English)?
Think of Alpha 2.0 as a reward engine for traders who place limit orders and help markets stay liquid. Instead of chasing candles, you get recognized (and rewarded) for tightening spreads and supporting healthy order books.
Step 1: Go to Binance → Alpha Trading Step 2: Pick an eligible spot pair Step 3: Place competitive limit orders (both sides if you can) Step 4: Monitor spread, depth score, and fill rate Step 5: Let the booster do the rest ✨
Pro Tip: Tight spreads + steady uptime > random size spikes.
📊 Market Insight: Why Liquidity Is King Right Now
Volatility clusters = wider spreads across alt pairs
Oracle has ramped up debt significantly to fund its AI infrastructure push issuing $18 billion in bonds and reportedly planning $35–38 billion in additional CapEx in fiscal 2026 to build out data centres.
As a result, its free cash flow has turned negative (around –$6 billion over the past 12 months).
Credit-market signals are flashing red: its five-year credit default swap (CDS) spreads have surged to their highest levels since 2009, reflecting elevated perceived risk.
• AI cloud margins under pressure
Internal data indicates Oracle’s AI-cloud services (renting Nvidia-powered servers) delivered just ≈14 % gross margin for the quarter ending August 2025 — far below the ~70 % margin typical of its legacy software business.
Worse: some GPU-rental offerings reportedly lost money in that period, due to high costs (hardware, energy, depreciation) and aggressive pricing to win clients.
• Over-reliance on a few large AI deals
A large portion of Oracle's AI backlog — estimates suggest as much as 58 % — may depend on a single customer: OpenAI. If OpenAI doesn’t follow through, or its AI usage falters, Oracle’s projections could unravel.
The heavy concentration increases “counterparty risk,” which many analysts warn heightens overall uncertainty.
• Skepticism over lofty long-term forecasts
Back in Oct 2025, Oracle announced a target of $225 billion in annual revenue by 2030, along with aggressive growth and margin ambitions.
But given the current margin squeeze, negative cash flow, and execution risks (data-center build bottlenecks, supply constraints, high ongoing costs), many investors are doubting whether those forecasts are realistic." #Ripple1BXRPReserve #EthioCoinGiram #Write2Earn