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Opinion

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.

14

May 2026
NVIDIA: China H200 Deal Could Shape The Next AI Trade

NVIDIA remains the centre of the AI infrastructure trade, but China’s H200 talks could decide whether the next catalyst comes from growth or geopolitics.

8

May 2026
Beat the Expectations, Lose the Stock: The Earnings Paradox

Many stocks drop after beating earnings expectations. Learn why the headline “beat” isn’t enough and how guidance, quality, and stock pricing affect the market’s reaction.

8

May 2026
Senate Ends Delay: The CLARITY Act Advances for Crypto Markets

The CLARITY Act makes significant strides in the Senate, breaking through deadlock. The bill’s passage could redefine crypto regulations, especially around exchanges, stablecoins, and digital assets.

7

May 2026
AMD Stock: AI Growth Faces A Valuation Test

AMD stock is back in focus as AI demand drives stronger data centre growth, but valuation pressure raises the next test.

2

May 2026
Geopolitical Leverage: Economy as a weapon

Global power is no longer just about military might; its on resource control. As the UAE exits OPEC and supply chains restructure, the new era of economic weaponry tells us about the future of trade. | Opinion

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