Opinion

5

Jun 2026
Marvell Technology in AI’s Expanding Multiverse

Marvell Technology is gaining attention as AI traders look beyond GPUs and into custom silicon, optical networking, and data centre infrastructure.

30

May 2026
AI Demand Is Reaching Quantum Scale

AI demand is reaching quantum scale. The near-term opportunity sits in cybersecurity, hybrid systems, semiconductor infrastructure and the control hardware needed to support the quantum stack.

29

May 2026
SpaceX and the Musk Market Cycle

SpaceX is no longer just an IPO story. Its market narrative now runs through rockets, Starlink, AI infrastructure, crypto, and SPCXUSD.

22

May 2026
SpaceX Launch Momentum Puts The Space Economy Back in Focus

A SpaceX launch is no longer just a rocket story. It has become a read on the future of satellite broadband, defence demand, reusable launch economics, space logistics, and investor appetite for the commercial space economy.

21

May 2026
US-China Trade War Cools as China Keeps Russia Close

China’s back-to-back diplomacy with Trump and Putin shows the US-China trade truce is a market pause, not a reset. Traders should watch yuan, China tech, energy flows and rare earths.

15

May 2026
Circular AI Economy: Lessons from Cerebras’ IPO

Cerebras’ IPO is the first major US AI hardware test. Its pricing and early trading reflect where suppliers, customers, and capital intertwine, shaping 2026’s US and global IPO appetites.

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