markets
The AI Chip Trade Is Becoming the AI Networking Trade
Oscar Hayatt examines the shift from GPUs to AI networking, Ultra Ethernet and optical interconnects, with a fact-based watchlist led by Arista, Coherent, Lumentum and Broadcom.
Author
Oscar Hayatt
Freelance Markets & Political Economy Columnist, Global Markets Review
Oscar Hayatt is a freelance markets and political economy columnist working with Global Markets Review. He writes about capital, companies and the economic forces behind market narratives, with a particular interest in the gap between public claims and the evidence in filings, operating data and policy decisions.
His columns range across consumer economics, corporate strategy, energy, industrial policy and market structure. Commentary is deliberately opinionated, but factual claims remain subject to the publication's sourcing and corrections standards.
Oscar Hayatt contributes to Global Markets Review as an independent freelance journalist. His columns are commentary and analysis and are not personalised investment advice.
Articles by Oscar Hayatt
economy
Retail Earnings Are Not Proving a K-Shaped Economy. They Are Showing Something More Useful
Oscar Hayatt examines Walmart, Home Depot, Target, Dollar General, Best Buy and Costco to explain what 2026 retail earnings really say about the US consumer economy.