markets
A planned benchmark covering roughly $330 billion of local-currency government debt could make frontier markets easier for global investors to compare and allocate to.
stocks
Big Tech infrastructure spending has moved into a new scale. This tracker separates disclosed company plans from the much larger ecosystem estimates often quoted around the AI boom.
stocks
Qualcomm's Amazon AI deal ties up to $60bn of purchases to warrants for 25m QCOM shares. We examine the economics, inference strategy and competitive read-through.
analyst ratings
Intel's Q2 revenue rose 25% and DCAI sales rose 59%, yet recent INTC analyst targets range from $92 at Mizuho to $120 at Northland. We examine the split.
markets
AI stocks sold off across Asia, Europe and US futures on September 14 as safety warnings hit capex expectations while oil and bond yields tightened financial conditions.
markets
The US SPAC market has surged back in 2026, with 143 listings and about $28 billion raised. We examine why AI, robotics, space and quantum are driving the revival.
markets
Glencore and Mercuria are reportedly pursuing separate deals involving Venezuela's Venalum aluminium smelter. Here is what the talks mean for global metals supply.
markets
AI stocks price enormous growth in chips, data centres and cloud. We examine how tighter frontier-AI regulation could affect semiconductors, utilities, hyperscalers and AI infrastructure.
markets
Why the global AI race is difficult to slow: the US, China, Europe and Gulf states face economic and strategic incentives to keep investing in compute and frontier capabilities.
markets
Global bond yields are rising as Brent crude climbs above $107 and investors price renewed rate hikes. Here is what is driving the selloff and what matters next.
markets
AI neoclouds are borrowing heavily to build GPU infrastructure. We compare CoreWeave, Nscale and peers with the telecom fibre boom of the late 1990s.
stocks
Analog Devices is buying Alif Semiconductor for $1.35 billion. We examine what the acquisition says about edge AI, industrial chips and ADI's strategy.