Nvidia Anchors a US$500 Billion Financing Push for AI Data Centres
Nvidia is anchoring a US$500 billion financing push, drawing Wall Street firms to fund AI data centres that will run...
August 11, 2026Topic
semiconductors
The Two-Speed World: How AI and Oil Decided Who Grew This Quarter
Quarter-end data across China, Canada, the United States and the Philippines exposed one dividing line, where growth now runs on...
July 1, 2026
Global Economy Briefing — July 1, 2026
Chipmakers drove the Nasdaq up 1.5% and the Dow to a third record as Wall Street closed its best quarter...
July 1, 2026
The Quiet Plan to Cut China Out of the World’s Chips
The most strategic industry on earth is being deliberately fragmented. As Italy joined Pax Silica in Washington this week, China's...
June 26, 2026
Global Economy Briefing — June 25, 2026
Global Economy Briefing: markets steadied as oil fell to a pre-war low near $70, dragging yields down and drawing strong...
June 25, 2026
When a Few Chips Move the World: The AI Trade Concentration Risk
One chip earnings report can now move markets across three continents overnight. Here is how concentrated the AI trade has...
June 24, 2026
Global Economy Briefing — June 24, 2026
The 2-year US yield reached its highest since early 2025 as rate-hike talk rattled markets. Nasdaq fell 2.21% on a...
June 24, 2026
Bitcoin Eases as Iran Tensions Spark a Flight From Risk
Bitcoin eased 0.9% to 63,349 on June 22 as renewed Iran tensions sparked a broad risk-off retreat; Ether, Solana, gold...
June 23, 2026 Chips Come Home? The US Reshoring Bet and Its Limits
A claimed Apple-Intel deal to build advanced chips in America is unconfirmed by either company. What the reshoring bet would...
June 19, 2026