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Looking ahead to 2026: why hyperscalers can’t slow spending without losing the AI war 

The artificial intelligence revolution has forced a brutal choice upon the world’s biggest cloud providers. Amazon, Microsoft, Google, and Meta have committed…
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Can Saudi Arabia really undercut the world on AI with low-cost electricity?

Saudi Arabia’s ambitions in AI have come as a shock to the West. In less than a year, the kingdom has moved…
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Best copper stocks to buy as prices continue the bull run

Copper price continued its strong bull run on Friday, reaching its highest point on record in Shanghai and New York. It crossed…
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QuantumScape stock price forecast for 2026: Will QS rise or fall?

The QuantumScape stock price has suffered a harsh reversal in the past few days as it plunged by ~40% from its highest…
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Evening digest: Bitcoin drifts as S&P 500 hits record high, Japan seals $3B PE exit

Markets tiptoed into Christmas with records on thin ice. US equities notched fresh highs in a shortened session, Japan saw a landmark…
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Tesla finds stability in energy as Rivian tests key resistance levels

Tesla’s profit mix is shifting toward its energy business, a trend one Seeking Alpha analysis argues supports a prudent buy-on-pullbacks stance at…
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Nike stock: does Tim Cook’s purchase make NKE a buy at current valuations?

Apple CEO Tim Cook sent a powerful signal Wednesday when he spent nearly $3 million to nearly double his stake in Nike…
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Nvidia to buy AI chip startup Groq in $20 billion blockbuster deal

Nvidia dropped $20 billion to acquire Groq, an artificial intelligence startup that’s been eating into Nvidia’s dominance in a crucial part of…
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Looking back at 2025: the year embedded finance eroded traditional banks’ moat

Banks have enjoyed a formidable moat built on customer relationships, regulatory privilege, and distribution networks for decades. – but that moat was…
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Why Italy is stepping in over Meta’s AI ambitions on WhatsApp

Italy has become the latest European regulator to challenge how Big Tech is integrating artificial intelligence into widely used digital platforms. This…
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