Cyprus-based investment firm APME FX Trading Europe Ltd has published a review of all its analytical outputs between August 2023 and October 2026, revealing that artificial intelligence, oil and energy, and semiconductors were the most frequently covered industries. The review spans three years of research and shows a notable shift in thematic focus over time. Executive Director Peter Svoren commented that individual companies and geopolitical energy themes have increasingly dominated coverage since 2025, displacing the European macroeconomic focus that characterised earlier years.

Key Points

  • APME FX Trading Europe Ltd (FNEWS) — Cyprus-regulated investment firm providing brokerage and portfolio management services across the European Union
  • A three-year review of analytical outputs from August 2023 to October 2026 identifies AI, oil and energy, and semiconductors as the top three research themes
  • AI software and platforms accounted for 31% of industry-focused analyses; oil and energy 22%; semiconductors and AI infrastructure 17%
  • Investors may watch how the firm's research priorities evolve as geopolitical energy themes and AI valuations continue to develop

AI Software Leads APME FX Coverage With 31% Share, Featuring Alphabet, Oracle and Anthropic

The largest single category within APME FX's industry-focused analyses was AI software and platforms, accounting for 31% of that subset. The announcement states that coverage included Alphabet, Oracle, Adobe, Alibaba, Tencent and IBM, alongside AI developers OpenAI and Anthropic. Two events drew particular attention according to the review: Alphabet's entry into the group of companies valued at over USD 4 trillion, and Anthropic's IPO filing following a private valuation of USD 965 billion in May 2026. These milestones reflect the scale of corporate AI development that shaped the firm's research agenda during the period.

Oil, Geopolitics and the Strait of Hormuz Crisis Accounted for 22% of APME FX Industry Analyses

Energy was the second most covered sector, representing 22% of industry-focused analyses. The announcement identifies the Strait of Hormuz crisis, US–Iran clashes, the UAE's exit from OPEC, and Marathon Petroleum's quarterly profit above USD 5 billion as notable subjects. The review also highlights AI data centre energy consumption as a connecting theme between the energy and technology sectors. Executive Director Peter Svoren noted in the announcement that oil and geopolitics joined AI as a leading theme in 2026, marking a broadening of coverage beyond corporate earnings into macroeconomic and geopolitical risk analysis.

Semiconductors and AI Infrastructure Represented 17% of Coverage, Including Nvidia, ASML and Dell

Semiconductors and AI infrastructure formed the third-largest category at 17% of industry-focused analyses. The announcement names Nvidia, ASML, Micron, CoreWeave and Dell among the companies covered. Dell's AI server orders reaching a record USD 60.9 billion was highlighted as a significant development within this theme. The remaining industry coverage included automotive at 14%, featuring Ford and European car manufacturers, with consumer goods and industrials each at 6%, covering companies such as Costco, Richemont, ABB and Siemens. APME FX holds a CIF licence (No. 335/17) from the Cyprus Securities and Exchange Commission.