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Opinion

3

Sep 2026
Why Gold Stopped Trading Like Gold

Gold has fallen 9% even as conflict escalates. A soft August NFP would trim Fed hike odds, but real yields, a firm dollar and oil still cap any rebound.

31

Aug 2026
Why a 50% Tariff Barely Moved the Canadian Dollar

A 50% tariff barely moved the Canadian dollar. Discover why markets ignored the headline and focused on the economic impact instead.

28

Aug 2026
Claudeforce: Salesforce’s New Role in the Future of Software

Salesforce’s Claudeforce move signals a shift in software’s AI future, but investors still question whether the new model can deliver.

21

Aug 2026
Moderna, Merck and the Different Ways Markets Value a Breakthrough

Moderna delivered the breakthrough, but Merck captured a different market reaction. The split shows how biotech value is created and captured.

21

Aug 2026
Hyperliquid’s US Expansion Could Change Its Future

Hyperliquid’s US ambitions could expand its market reach, but HYPE’s next phase depends on regulation and value capture.

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.

8

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.

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