#Investment

Japan Steel Works stock has quadrupled since end-2023 as nuclear power returns and defense spending surges. A look at what its monopoly-like grip on reactor components means for energy security and investors.

Japan's three largest banks are building dedicated semiconductor lending teams as the country's $50bn chip industry accelerates. What does this mean for investors and the global chip race?

The Pentagon's war against Anthropic reveals a deeper threat to America's AI dominance. Can the US win against China while destroying its own companies?

Despite institutional adoption and regulatory progress, bitcoin still trades like a risk asset. Why 2026 might be crypto's real transition year, not a breakout.

Despite reports of informal Iran-US dialogue, Wall Street futures remain flat. Are investors becoming immune to geopolitical headlines, or is something else at play?

Amazon, Google, and Meta plan $700 billion in AI infrastructure spending for 2026. Wall Street is nervous, but tech CEOs double down. Who's right?

How escalating US-Iran tensions could reshape global markets, from oil prices to safe havens, and what investors need to watch.

OpenAI's record-breaking funding round attracts Amazon, Nvidia, and SoftBank. As AI becomes a capital game, what does this mean for innovation and competition?

Surging AI data center power demands expose US grid limitations, threatening AI leadership and reshaping tech investment strategies

A viral investment memo sketched how AI could trap the economy in a doom loop by being too successful. The post wiped $200 billion from stock markets, but is the scenario plausible?

Anthropic's enterprise AI event sparked a software stock rally, with analysts saying AI disruption fears were overblown. The real story is about integration, not replacement.