Opinion

15

Aug 2026
Tokenised Equities Are Solving Access Before Ownership

Tokenised equities promised continuous ownership, but markets are favouring derivatives as the faster path to 24/7 trading.

14

Aug 2026
The Space Economy’s Blind Spot

Post-launch clarity is emerging as space value shifts beyond rockets towards satellites, defence systems, data and infrastructure.

7

Aug 2026
The Bitcoin Mining Trade Is Becoming a Power Trade

Bitcoin miners were once simple bitcoin leverage plays. AI demand for power is turning them into very different investment bets.

7

Aug 2026
SanDisk’s problem is not the quarter

A strong quarter was not enough. SanDisk now faces a bigger test: proving NAND can become a lasting AI infrastructure play.

3

Aug 2026
China’s AI Memory Ambition: The Global ‘Co-NAND-DRAM’

CXMT’s AI memory push shows China’s semiconductor ambitions, but global supply chains remain central to the industry’s future.

3

Aug 2026
Can You Bank on SoFi as a Next-Generation Market Leader?

SoFi’s latest earnings show strong growth, but investors are still weighing whether it is building a digital bank or the next fintech platform.

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