AI

3 June 2026
AI Is Everywhere. So Why Are Only a Few Companies Winning?

Big tech is spending hundreds of billions on AI, but where is the money actually going? Learn why a small group of companies controls today’s stock market rally.

3 June 2026
Dollar firms as JOLTS beats forecasts; euro subdued, yen weak and gold steady under higher yields

Dollar firms on strong jobs data; EUR pressured, yen weak; gold flat, oil range-bound amid mixed demand.

3 June 2026
MUFG Sees AI-Led Chip Exports Supporting Asia, Keeping Bank of Korea Hawkish on Sticky Rates

MUFG: AI semiconductor exports and hawkish Bank of Korea support KRW, offset Hormuz risks; USD/KRW targets 1400.

2 June 2026
HSBC Flags China Onshore-Outshore Equity Split as A-Shares Ride AI Supply Chain Strength in 2026

HSBC flags China equity split: onshore A-shares up 10%, offshore-heavy MSCI China down 7% in 2026.

2 June 2026
US equities steady as Iran threatens Hormuz closure, oil jumps and tech offsets Dow losses

US stocks mixed as Iran tensions lifted oil 5%; tech rallied, volatility cheap; traders favor VIX, energy calls.

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.

30 May 2026
S&P 500 edges higher to record as AI-led tech surge offsets Romania drone risk and hedging debate

S&P 500 hits record, AI-led surge lifts Dell/NetApp; momentum fades as geopolitical risks grow, hedges favored.

29 May 2026
US Equity Futures Edge Higher on Iran Ceasefire Talks, Dell Rally Fuels AI Optimism

US stock futures edge higher on Iran ceasefire hopes; volatility falls, oil weakens, AI-led tech rallies.

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.

29 May 2026
Musalem warns inflation still elevated, questions AI productivity offset as markets reprice for higher rates

Musalem warns inflation stays elevated; AI productivity uncertain; Fed higher-for-longer as markets reprice rates, volatility.

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