Opinion

19

Jun 2026
Through the Prism: Coherent’s AI Optics Rally

Coherent has moved from overlooked photonics supplier to AI infrastructure name. Nvidia’s stake supports the case, but the stock’s valuation now depends on margins, shipped products and cash flow.

13

Jun 2026
An Astronaut’s View: Beyond The AI Bubble

An astronaut’s view from SpaceX Dragon shows why traders may need a wider lens on AI, DeFi, crypto and tech stocks.

12

Jun 2026
Which US Airline Will Claim the 2026 World Cup Travel Surge?

Fans will travel across three countries for the 2026 World Cup. U.S. airlines face uneven earnings. Network reach, balance sheets, and premium services determine who benefits most.

6

Jun 2026
Display Makers Have Entered the AI Chat

Display makers are reinventing their business with AI where smart factories, advanced semiconductor packaging, and new gadget demand are turning legacy LCD infrastructure into high-tech opportunity.

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.

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