Found 11 article(s) for this tag.
In 2026, 'Gigawatts are the New Oil.' We analyze why energy stocks and grid stability have become the primary strategic assets for the AI technology sector.
Early 2026 market data shows a massive capital rotation out of centralized cloud SaaS and into Edge AI infrastructure. We analyze the drivers of this institutional shift.
Oracle is tapping the bond market for $10 billion to finance its massive AI data center build-out. We analyze the strategy of leveraging debt for the 'Cloud-as-a-Service' era.
Traditional SaaS business models are under attack from AI-native coding tools. We analyze the aggressive repricing of risk for software companies in April 2026.
March 2026 brings a sobering report from J.P. Morgan Global Research, projecting a 35% probability of a U.S. and global recession by the end of the year. This analysis explores the persistent inflation, 'Fiscal Fatigue,' and the geopolitical shocks that are defining the 2026 economic landscape.
March 2026 marks the successful completion of the ECB's Digital Euro pilot, a phase that has proven the feasibility of a privacy-preserving Central Bank Digital Currency. This report explores the zero-knowledge proof tech, the 'offline-token' innovation, and the 2027 retail launch timeline.
March 2026 marks the peak of the US dollar's H1 correction, with the DXY index declining by 5% as the Fed's pivot narrows the yield advantage. This report explores the drivers of the H1 USD weakness and the potential for an H2 rebound driven by renewed inflation and trade policy shifts.
March 2026 marks the peak of the HBM4 memory supercycle, with NVIDIA's latest Blackwell-Ultra series driving unprecedented demand. This analysis explores the Samsung-NH alianza, the shift toward 'Efficiency-First' AI hardware, and the investment outlook for the 2026 semiconductor market.
March 2026 marks the second anniversary of the 2024 halving, with Bitcoin officially entering its 'Late Bull' phase. This report explores the entry of Sovereign Wealth Funds, the SEC's digital commodity status, and why $150,000 is the new floor for the 2026 crypto market.
March 2026 marks the successful scaling of India's first major semiconductor assembly and testing plants. This analysis explores the Foxconn-Tata alliance, Micron's Sanand facility expansion, and why India is the new 'Silicon Coast' of the 2026 global supply chain.
March 2026 marks a turning point for global markets as the Federal Reserve officially pivots toward a mid-3% interest rate environment. This analysis explores the Fed's 2026 dots, the challenges of the 2.5% inflation floor, and the impact on the US dollar and bond yields.