AI

Spies, stolen blueprints, and an $8 billion machine order that explains AI’s future

Somewhere in Shenzhen, inside a heavily secured facility, a team of engineers working under fake identities has been trying to reverse-engineer one of the most…

Truths, half-truths, and outright lies

48 hours was the deadline to open the Strait of Hormuz. Then, just one hour before markets opened Monday, President Donald Trump said deals were getting done, negotiations were taking place, and there would be a five-day pause on strikes…

Jensen’s shopping list shows you exactly where you need to invest

I livestreamed Jensen Huang’s GTC 2026 keynote on Monday, with some live commentary.

Watch: What happens when supply lines break

War in Iran is already reshaping global supply chains and it’s starting to hit where it hurts most: energy costs.

War doesn't care about my growth story

Israel’s strike on Iranian oil infrastructure has pushed energy markets into a new phase of volatility. Oil is surging, gas supply contracts are breaking and commodities across the globe are reacting. The bigger story, however, is what this means for investors — and where capital tends to flow when geopolitics catches fire.

The first AI war has begun and data centres are now military targets

When the United States and Israel launched strikes on Iran this weekend, most of the headlines focused on missiles, drones and retaliation. But something far more important happened behind the scenes.

Bombs, oil, AI…and your portfolio

The market thinks this won’t last. We’re not so sure.

Is AI warfare the next big defence stock opportunity?

Drone stocks were top performers thanks to the war in Ukraine. Now we need to ponder whether AI has created the next big opportunity in defence stocks.

Nvidia no longer has a demand problem

Investors worry AI spending is overheating. But Nvidia’s real challenge isn’t demand — it’s physics. As data centers strain under rising energy and connectivity limits, a new solution may be emerging in optical technology.

Nvidia dominating earnings is as predictable as the sun rising

Nvidia just posted US$68.1 billion in quarterly revenue, with over 91% of sales now tied to AI infrastructure. But Nvidia doesn’t operate in isolation. Behind every GPU sits a supply chain. And that’s where the next asymmetric opportunities may be hiding.

How AI will save us from net zero

For years I’ve been wondering how the UK’s political class will weasel their way out of net zero. Now we know. AI gives them an honourable way out.

She went to the charity shop. I built an app by dinner.

After my wife couldn’t find the next book in our kids’ Minecraft series, I built an app in an afternoon using AI. But the real story isn’t the app. It’s what happened behind the scenes — the platforms AI pushed me toward, the infrastructure it depends on, and the market overreactions creating tradeable opportunities right now.

What the fracking boom reveals about the AI boom’s 1000% club

Ten-baggers are rare. Stocks don’t go up 1000% without a reason. It takes something special. And that special something is beginning in one small corner of AI.

Speed is everything. And nothing is faster than light.

AI investors have focused on chips, memory and data centres. But the real race is now about inference speed — how fast AI can think and respond in real time. And the next breakthrough may not come from more electrons… but from light itself.

Is this little silver orb the key to making trillions?

Forget the orb. The real story is how easily AI can now build, design, and deploy products at scale. That changes everything and it’s happening faster than most people realise.

Elon Just Supercharged the Biggest IPO in History

What was already shaping up to be the biggest IPO in history just got supercharged. Elon Musk folded xAI and X into SpaceX, creating a vertically integrated AI, space, and infrastructure giant with massive implications for markets, semiconductors, and next-generation computing.

Can a lobster pump AI stocks another 1,000%?

A new open-source AI shows how demand is shifting from chatbots to always-on agents — and why the next wave of AI gains may come from smaller hardware plays.

Nvidia’s $20 billion Groq deal is proof AI is going exponential

CES 2026 is in full swing, with its usual blaze of powerhouse keynote announcements, mind bending next-gen consumer tech, and gigantic doses of optimism.

Was 2025 a year of inflection points in financial markets?

Turning points are notoriously difficult to get right. But they offer the biggest gains in financial markets. 2025 was full of such inflection points.

The problem with government is that it eventually runs out of other people’s money

The days of political promises and causes are over. We can’t afford whatever the politicians come up with next. We’ve run out of other people’s money.