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05/06/2026

Let’s look back at some of the biggest stories from this week.

1. Broadcom delivered strong earnings as AI chip demand continued to accelerate, driven by major data centre investment and demand for custom chips and networking solutions. Despite strong growth and a positive outlook, shares slipped as investors expected even more, highlighting how high the bar has become for AI leaders.

2. Alphabet is raising $80 billion in equity sales to support its massive AI expansion as spending on data centres, chips, and infrastructure accelerates. Despite strong cash generation, the move highlights the rising cost of competing in AI, where success increasingly depends not only on innovation but also the financial strength to build the technology behind it.

3. Marvell Technology surged after Jensen Huang highlighted its importance in the AI infrastructure boom. As data centres expand, Marvell’s networking and optical technology are becoming essential for moving massive amounts of data efficiently. Its partnership with Nvidia reinforces its role in the growing ecosystem powering the AI revolution.

4. SpaceX is preparing for a potentially historic initial public offering, highlighting strong investor demand for companies linked to space, AI, and next-generation infrastructure. The listing could place Elon Musk’s company among the world’s most valuable businesses, but its massive valuation also raises expectations to turn technological leadership into lasting financial return.

Investments can go down as well as up. All of your capital is at risk.

01/06/2026

Let’s look forward to some of the biggest stories unfolding this week.

1. Broadcom solidifies its position as an indispensable player in the AI boom by co-designing custom accelerators, anchored by flagship partnerships with Google, Meta and other tech giants. These hyperscalers are ramping up spending and increasingly depend on custom silicon to power their AI needs. Broadcom reaps the rewards, expecting 47% y/y revenue growth in Q2 FY26. Still, challenges loom as the chip industry faces supply chain risks and surging energy prices amid a tough macro environment..

2. After a strong quarter, CrowdStrike expects to maintain solid momentum on both revenues and profits in Q1 FY27. The rise of AI and geopolitical tensions are creating fresh cybersecurity threats, fuelling demand for its products as it pursues a modular expansion strategy. Still, AI displacement concerns persist and fears over infrastructure costs are emerging, as CrowdStrike faces intense competition from rivals like Palo Alto Networks and SentinelOne..

3. The US labour market is cooling but remains resilient as Fed officials gauge the economic impact of the Middle East conflict to determine their next steps. With price pressures accelerating and broadening, officials are leaning hawkish and market bets for a hike are strengthening. A solid jobs report can support higher-for-longer expectations. But any downside surprise could warrant caution as consumer sentiment plunges, household debt rises and delinquency rates remain elevated.

4. The Reserve Bank of India announces its rate decision as it balances conflicting monetary forces stemming from the Middle East conflict. With inflation rising on higher energy prices and a weak rupee that the governor intends to defend, policymakers may shift towards a more hawkish stance. Still, downside risks to growth from the energy shock and tariffs could lead officials to maintain their neutral stance and keep tightening at bay.

Investments can go down as well as up. All of your capital is at risk.

25/05/2026

Let’s look forward to some of the biggest stories unfolding this week.

1. Salesforce comes off its fastest revenue growth (12% y/y) in three years, expecting to maintain solid momentum in the reported quarter alongside upbeat long-term guidance. This shows confidence that AI efforts are gaining traction, but enterprise adoption remains uneven, underscored by an underwhelming full-year forecast (10-11%). Monetisation fears linger as AI displacement risks won’t go away and intense competition with Microsoft, ServiceNow and other rivals persists.

2. Xiaomi announces its Q1 results against a tough backdrop as the Middle East conflict alongside a memory chip crunch are driving input costs higher. With smartphone sales dropping and EV delivery growth slowing, Xiaomi likely faces margin pressure and risks posting its first revenue decline in nearly three years. Still, an expansive ecosystem, technological advancements and long-term EV demand can continue to support the Chinese tech giant.

3. Markets eagerly await the PCE update for a fresh gauge on the impact of the Middle East conflict and the spike in energy prices. Rising costs are broadening and filtering through supply chains, fuelling fears of second-round effects on wages and consumer expectations. The print will have implications for the Fed’s rate path just as Kevin Warsh takes the helm, with markets pricing in a higher-for-longer environment. Still, any downside surprise could defend a fading easing bias.

4. The spike in energy prices from the Middle East conflict can exacerbate inflationary pressures, with CPI already above target and inflation expectations rising. With interest rates well below neutral, the Reserve Bank of New Zealand has ample room and reason to hike rates. Nonetheless, officials may not be ready to pivot yet, having adopted a cautious stance over concerns that a premature move could stifle frail growth as energy shock headwinds mount.

Investments can go down as well as up. All of your capital is at risk.

22/05/2026

Let’s look back at some of the biggest stories from this week.

1. Revenue rose 85% y/y in Q1 FY27, the fastest pace in more than a year, and Nvidia expects further acceleration in the current quarter. These strong results reaffirm its dominance as tech giants depend on its products to build AI infrastructure. Still, markets may be hard to impress as challenges mount. The firm does not expect any sales in China, depriving it of a key growth catalyst. At the same time, the rise of CPU-heavy workloads puts rivals like AMD and Intel in the spotlight, while hyperscalers like Google and Amazon increasingly rely on custom silicon.

2. Baidu revenues fell 1% y/y in Q1, marking the fourth straight quarter of contraction, amid macroeconomic headwinds that hurt advertising sales, while profits halved. However, AI-related revenues jumped 49%, underscoring that AI has become the main growth driver. The results show the shift to AI is working, but the transition is costly and volatile. The Apollo Go robotaxi service remained a bright spot, with triple-digit ride growth, but regulatory hurdles loom.

3. The Chinese economy slowed in April, according to this week’s data, as the Middle East conflict adds to structural fragilities. Retail sales rose just 0.2% y/y, the slowest pace in more than three years, underscoring weak domestic consumption. A 4.1% increase in industrial production underwhelmed, reflecting input cost pressures. Still, export growth, Beijing’s fiscal measures and a trade truce with the US can support growth.

4. British inflation eased more than expected in April, rising 2.8% y/y, largely due to base effects and government support with energy bills. This takes some of the pressure off the Bank of England to hike rates, providing a buffer against growth risks and fiscal concerns amid political uncertainty. Still, the BoE expects inflation to rise further and has signalled tightening ahead, wary of a wage-price spiral.

Investments can go down as well as up. All of your capital is at risk.

18/05/2026

Let’s look forward to some of the biggest stories unfolding this week.

1. Nvidia’s earnings are expected to show sales acceleration on continued demand as tech giants keep raising their investments in AI infrastructure. Still, a memory crunch and disruptions from the Middle East conflict can weigh on margins, while China remains a source of uncertainty. Nvidia remains the undisputed leader, but its moat is narrowing. Agentic AI shifts the bottleneck from GPU-heavy training to CPU-intensive workloads, while hyperscalers are scaling custom silicon to reduce reliance.

2. Walmart highlights retail earnings as inflation rises to nearly three-year highs on surging energy prices, consumer confidence plunges, household debt hits new records and credit card delinquencies stay elevated. This is a tough environment that can squeeze margins, but Walmart can remain resilient. Its focus on pricing, a high-margin advertising business, growing online presence and AI integration can support growth.

3. Inflation could accelerate further as the prolonged spike in oil and gas prices from the Middle East conflict filters through. A hot print would add pressure on the Bank of England to raise interest rates, forcing a difficult trade-off, as such action could stifle growth of an already frail economy. Any downside surprise could strengthen transitory arguments and give policymakers room to stay on hold.

4. The GDP and CPI updates will reveal how the Japanese economy navigates a dual threat: growth headwinds and inflationary pressures driven by the energy shock from the Middle East. Japan is particularly exposed as it imports most of its oil from the region, amplifying the impact. The Bank of Japan is committed to monetary tightening, having opened the door to another hike as early as the next meeting, but growth risks complicate the path.

Investments can go down as well as up. All of your capital is at risk.

15/05/2026

Let’s look back at some of the biggest stories from this week.

1. Alibaba cloud revenue jumped 38% in the March quarter as it pursues AI dominance, with progress on agentic AI, integration into its core business, custom chips and more. Alongside a 57% rise in quick commerce, overall sales accelerated 3%. However, Alibaba posted its first operating loss in five years, underscoring the cost of these new initiatives. It is investing heavily in AI while spending to scale its instant delivery push, locked in intense competition with Meituan and other rivals.

2. Copper (Comex) set new record highs as the Middle East conflict disrupts supply of sulphuric acid, a crucial component in copper mining. This crunch adds to long-term demand drivers from its use in defence and cleantech, both supported by the energy spike and geopolitical uncertainty. Meanwhile, the AI boom continues to power structural demand as tech giants keep spending on infrastructure buildout. Still, the market could face another surplus this year as stagflation risks weigh on consumption.

3. US CPI hit a nearly three-year high of 3.8% y/y in April, driven by the spike in energy prices and raising wage-price spiral risks by outpacing average earnings (+3.6%). Core CPI also picked up pace, indicating broadening pressures, while a surge in wholesale inflation suggests they can persist as costs move through the supply chain. This leaves little room for a transitory argument, justifies the Fed’s holding stance and raises bets for a rate hike.

4. The UK economy picked up speed in Q1 with an encouraging preliminary GDP rise of 0.6% q/q, but that could mark a peak. Being a net importer of energy, it is particularly exposed to the impact of the Middle East conflict, while heightened domestic political uncertainty adds to the headwinds. Meanwhile, the inflationary impact from the spike in oil and gas prices raises the prospect of a rate hike by the Bank of England, which could further stifle growth.

Investments can go down as well as up. All of your capital is at risk.

11/05/2026

Let’s look forward to some of the biggest stories unfolding this week.

1. Alibaba heads into earnings with strong AI momentum. New frontier models, a push into agentic AI, integration into its core business and custom GPUs underscore its progress, driving cloud acceleration. Still, massive investments alongside a costly expansion into instant delivery and weak domestic demand create headwinds. With its top and bottom lines taking a hit, demonstrating AI monetisation is more pressing than ever. Alibaba must show that its tech leadership can translate into real-world profitability.

2. Markets brace for another US CPI update as the spike in energy prices from the US-Iran conflict sparks an inflationary impulse. The Fed has adopted a holding stance and markets are pricing out any rate cuts this year. Further acceleration would reinforce that conviction. Any downside surprise could renew calls for additional easing and a look-through of a potentially temporary inflationary impact.

3. The UK Q1 GDP update is key as the economy, already weighed down by US tariffs, faces fresh risks from the Middle East conflict and the energy shock. Accelerating price pressures are pushing the BoE closer to a rate hike, potentially further stifling growth. However, continued weakness alongside rising unemployment can offer policymakers a reason for caution. The trade-off between inflation control and recession avoidance remains razor-thin, complicating the BoE’s task.

4. The Trump-Xi summit arrives against a backdrop of fragile trade détente and lingering fundamental differences. Tariffs, overcapacity, technology restrictions, supply chains and geopolitics are all points of friction. Any signs of progress could provide fresh momentum to markets navigating an uncertain environment, while a failure to advance could weigh on global markets and sentiment.

Investments can go down as well as up. All of your capital is at risk.

08/05/2026

Let’s look back at some of the biggest stories from this week.

1. AMD saw revenues jump 38% y/y in Q1 and the fastest pace in nearly four years, expecting further acceleration in the current quarter. This is driven by increased AI demand as hyperscalers keep spending on data centre buildout and a shift to inference and agentic AI that boosts demand for its high-performance CPUs. Still, AMD lags Nvidia in GPU training of frontier models, while the chips industry continues to face headwinds from supply chain risks, trade restrictions and geopolitical uncertainty.

2. BMW saw Q1 revenues drop 6% y/y and net profits plunge 23.1%, driven by weak China sales amid the rise of BYD, Xiaomi and other domestic rivals. BMW and the European auto industry also grapple with tariffs, now facing fresh risks as President Trump said he will increase levies to 25%, though its large US presence offers some insulation. Meanwhile, the German automaker is betting on cost cuts and newer models, including its Neue Klasse EV platform, to weather the challenges.

3. The Reserve Bank of Australia delivered its third straight rate hike to contain the impact of the Middle East conflict and the energy shock. With price pressures and inflation expectations on the rise, there is scope for additional tightening. However, the runway is getting shorter and further moves won’t be easy, as indicated by one dissenter voting for a hold. With policy now entering restrictive territory and the economy facing fresh risks, officials are well positioned for a pause.

4. Speculation that Japanese authorities stepped in again persisted after Wednesday’s swift USD/JPY drop. Intervention risks, BoJ tightening and USD softness from Middle East hopes can weigh further on the pair. Still, past interventions proved short-lived, failing to prevent new highs, and fundamentals still favour USD/JPY strength. The energy shock complicates the BoJ’s path and demands fiscal firepower. Fears over Japan’s public finances linger, eroding yen confidence amid global debasement trends.

Investments can go down as well as up. All of your capital is at risk.

04/05/2026

Let’s look forward to some of the biggest stories unfolding this week.

1. AMD reports after the close on Tuesday with its recent rally reflecting growing confidence in a CPU-driven AI tailwind. Demand for server CPUs is picking up as AI workloads shift toward inference and agent-based computing, a trend reinforced by Intel’s results. For AMD, this supports stronger growth expectations and potential margin upside in data centre and enterprise, although competition remains intense.

2. Arm Holdings reports after the close on Wednesday, with expectations for steady AI-led growth but rising valuation scrutiny. Consensus points to roughly $0.54-$0.58 EPS and about $1.47 billion in revenue, in line with guidance. Focus will be on licensing and royalty momentum, and whether forward guidance supports the stock’s elevated valuation.

3. Markets are pricing a likely, but not certain, 25bp hike from the Reserve Bank of Australia on Tuesday, with about a 70–75% probability. Sticky inflation, resilient demand, and energy-driven cost pressures support tightening, though some expect a pause given global risks and lagged policy effects. In short, a hike is the base case, but uncertainty remains.

4. Consensus for the 8 May 2026 NFP is centred around ~70K, reflecting a labour market that is cooling but still holding up. Recent data supports this: March printed a strong 178K vs ~60K expected, highlighting ongoing volatility around a softer trend. The backdrop is a “low hire, low fire” environment with slower hiring but limited layoffs, keeping growth intact.

Investments can go down as well as up. All of your capital is at risk.

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