Key Takeaways Europe is aggressively expanding its AI infrastructure to enhance digital sovereignty, with investment growing from 12% to an estimated 18% of the global total. Nebius Group (NBIS) is...
Key Takeaways Europe is rapidly accelerating investment in sovereign AI infrastructure to enhance its global competitiveness, aiming to significantly expand its computing capabilities. Nebius Group (NASDAQ: NBIS) has emerged as...
Key Takeaways Fiserv’s share repurchase programme has delivered a buyback yield exceeding 9% as of July 2025, signalling potential stock undervaluation and strong management confidence. The yield significantly outpaces industry...
Key Takeaways The semiconductor industry is emerging from a significant downturn that began in late 2022, but the recovery is proving to be highly uneven across different market segments. Artificial...
Key Takeaways Venture capital dry powder remains near historic highs, yet deployment has slowed significantly as investors exercise greater caution in a higher interest rate environment. Valuations have undergone a...
Embrace China's dynamic tech market with the KraneShares CSI China Internet ETF (KWEB), offering exposure to US-listed Chinese internet giants like Alibaba and Tencent. Despite geopolitical and regulatory challenges, the...
Key Takeaways The 90-day extension of the US-China tariff pause is a pragmatic move to de-escalate trade tensions and provide short-term stability for global supply chains. Key sectors such as...
Key Takeaways A proposed US AI action plan centres on three pillars: strengthening domestic compute capabilities, ensuring energy independence for data centres, and enforcing data sovereignty. This strategy is anticipated...
UP Fintech Holding Limited, under the Tiger Brokers brand, offers an attractive investment prospect in the thriving online brokerage arena. The company's focus on Asian markets, especially in cross-border trading,...
Quantum Media Holdings Limited (NASDAQ: QMMM) stands at the crossroads of opportunity and risk in the digital media production realm, with a focus on VR/AR and virtual fashion. Despite aligning...
