Welcome back to The Market Pulse, your weekly dose of financial wisdom and wit. Today, we're turning our attention to the AI chip arena, where a fascinating drama is unfolding.
Nvidia, the current champion, is basking in the limelight, fueled by the insatiable demand from tech titans like Microsoft and...
Real estate thought it was going to breeze through the pandemic while it watched travel, retail and service industries plunge into COVID uncertainty, and while the industry isn’t crumbling, a visible slowdown will have to prompt change.
The Spring 2020 real estate shopping season was pretty much a wash. Newly...
This metal is perhaps the most important on the planet right now…And everyone is rushing to secure supply.
But one North American miner may be positioned ahead of the pack, and poised for oversized returns as a result.
Impact investing stopped being merely a hobby in 2018 when it hit $30 billion. Now it’s a megatrend with a global pandemic increasing the momentum further.
It’s no longer about politics or morality. It’s about making money—plain and simple.
And it’s disrupted Wall Street to the point that BlackRock is now...
Deja vu, anyone? GameStop, the video game retailer that became a meme stock sensation in 2021, is back in the spotlight – and investors are once again feeling the sting. This time, the losses are even more staggering, with a whopping $13.1 billion evaporating in just three days.
In this...
A historical event without precedent in living memory, the COVID-19 pandemic has affected the commodity markets, including metals and mining, in a variety of ways with many miners experiencing the downside of relying on global supply chains, specialization and ultra-lean operations.
Many mining operations have been disrupted through government-mandated shutdowns...
Phase Two of the $700B electric vehicle boom—the electric boat rush—is becoming just as crowded as its four-wheeled predecessor, with so many start-ups dotting this landscape it’s dizzying.
Loads of debt, problems getting into production, far-off delivery dates that make revenues a thing of the distant future—if at all—and failures-to-deliver...
As Russia continues its relentless attack on Ukraine, the need has never been more evident for Ukrainians to fight as efficiently as possible to stave off further Russian advances and to reclaim territory. Each side of the conflict is expending massive resources as the war rages on. Ammunition is...
Forget the high-flying tech darlings that often steal the spotlight. This week, we're shining a light on the heroes of the AI revolution – the companies that might seem dull but are actually powering the future.
We're talking data centers, construction firms, and even utility companies – those steady, reliable...
When we think about infrastructure, roads, bridges and transportation facilities immediately come to mind. The Biden Administration is currently investing $220 Billion in over 32,000 projects in 4,500 communities according to a report in USA Today. It’s the largest focused infrastructure investment since the days of FDR.
Key current infrastructure...
