Key Takeaways US tariffs on Brazil and Russia are accelerating economic realignment within BRICS, with increased bilateral trade and diminishing reliance on the US dollar. Brazil’s trade with Russia has...
Key Takeaways Nebius distinguishes between connected power (immediately usable capacity) and contracted power (future commitments), a nuance critical to AI data centre scalability. The company targets 220 MW of connected...
Key Takeaways Micron Technology is committing up to $200 billion over two decades to develop the largest semiconductor fabrication facility in the US, located in upstate New York. The investment...
Key Takeaways Nvidia and AMD are reportedly agreeing to remit 15% of their China chip sales revenues to the US government, introducing potential operational cost pressures. Nvidia could divert approximately...
Key Takeaways Washington, D.C.’s visible homelessness declined by 9% in 2025 following a 12% surge in 2024, but rising youth homelessness and budget constraints threaten this progress. Encampment clearances and...
Key Takeaways Uranium Energy Corp. (UEC) stock reached a 17-year high, backed by strong trading volume and structural demand shifts. The growth of AI is fuelling a sharp rise in...
Key Takeaways Palantir’s revenue trajectory has accelerated from $289.4 million in Q3 2020 to over $1 billion by Q2 2025, driven by AI adoption. Commercial AI growth, particularly through the...
Key Takeaways Silicon Valley’s relationship with the Democratic Party is weakening due to perceived hostility towards cryptocurrency and Big Tech, leading to changes in political donations and lobbying efforts. Increased...
Key Takeaways Digital remittance platforms, led by Remitly, are increasingly capturing market share from traditional players like Western Union, driven by consumer demand for speed and lower costs. The digital...
Key Takeaways ClickHouse is increasingly challenging Snowflake and Databricks in the data warehousing arena with superior performance in real-time analytics and significant cost advantages. Recent benchmarks show ClickHouse executing complex...
