Key Takeaways While large-cap neoclouds like Nebius and CoreWeave command investor attention, they often operate at a loss, prioritising scale over immediate profitability. An overlooked segment of microcap neocloud operators...
Key Takeaways President Trump has diverged his North American trade policy, increasing tariffs on select Canadian goods to 35% while granting Mexico a 90-day extension on existing terms. The tariff...
Key Takeaways The US has escalated tariffs on Canadian imports from 25% to 35%, effective 1 August 2025, intensifying trade tensions between the two nations. Canada’s economy faces significant pressure,...
Key Takeaways Satellite IoT revenues are projected to grow at a compound annual growth rate (CAGR) of 23.8% from 2025 to 2030, driven by demand for ubiquitous global connectivity. Critical...
Key Takeaways Ray Dalio has completed his divestment from Bridgewater Associates, selling his final stake and departing from the board, formally ending his direct involvement with the firm he founded....
Key Takeaways The US Air Force has awarded contracts exceeding $10 billion to defence firms Lockheed Martin and RTX, reinforcing their order backlogs amid heightened geopolitical demand. The awards focus...
Key Takeaways The primary bottleneck restricting AI performance is not compute power but the slow transfer of data between system components, creating what can be described as an “inference tax”...
Key Takeaways A weakening US dollar provides a direct, mechanical lift to the earnings of S&P 500 companies with significant international revenues, as foreign sales translate into more dollars. Analysts...
Key Takeaways The US Securities and Exchange Commission (SEC) has initiated a project to establish American dominance in global crypto markets through comprehensive regulatory reform. The initiative aims to clarify...
Key Takeaways Fidelity has increased its investment in AST SpaceMobile while reducing its position in Verizon, indicating a strategic shift towards disruptive space-based cellular technology. The market has significantly revalued...
