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China’s domestic chip ecosystem is accelerating even as US export controls tighten. With tungsten up 557% and Nvidia’s China share halving, we map the permanent splitting...
Morgan Stanley estimates AI-related global debt issuance will hit $570 billion in 2026, with hyperscaler spending exceeding $1 trillion by 2027. Oracle’s crisis may be the...
The World Bank projects global growth at 2.5% in 2026, the weakest since the pandemic, as the US-Iran conflict drives energy price spikes, inflation, and tighter...
China’s May 2026 data shows high-tech manufacturing up 15.1% while property investment fell 16.2%. How Beijing’s export-led gamble is reshaping global supply chains. The National Bureau...
Oracle’s stock collapsed 24% in 2026 as $130 billion in AI debt and negative free cash flow of $23.7 billion rattled markets. Inside the hyperscaler’s existential...
A global memory chip shortage is hitting AI hyperscalers, tanking Nvidia and Apple shares, and triggering a Wall Street rotation. Here’s what the AI sector’s supply...
US national debt has crossed $39 trillion, bond yields are spiking, and Treasury auctions are showing soft demand. Here is what the bond market knows that...
New Fed Chair Kevin Warsh surprised markets with a hawkish stance at his first FOMC press conference. Here’s how his rate-hike signals are rippling through stocks,...
The US economy is expanding but sending mixed signals in mid-2026. Here are the four threats that could tip it into recession — and how investors...
Hyperscalers are spending $725 billion on AI infrastructure in 2026. The energy demands of this buildout are reshaping global power markets, utility valuations, and electricity costs....