Big Tech’s AI Gamble: Is Wall Street Ready to Wait?
Welcome to this week’s edition of The Market Pulse, where we dive deep into the critical crossroads of AI innovation, tech earnings, and Wall Street's ticking clock. This week, the Magnificent 7—led by Microsoft, Tesla, Meta, and Apple—report quarterly results,...
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...
The COVID-19 pandemic triggered massive panic selling from February through March, killing the oldest bull market in stocks, while the economy collapsed into a deep recession.
Quick and decisive action by the Fed to lower interest rates and inject the market with more cash as well as provide a huge...
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...
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...
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...
Never before has the risk-reward thesis for critical minerals been more tantalizing.
Rare earth metals have been one of the best hiding places for investors amid a steep market sell-off prompted by fears of global recession, a raging Russian war in Ukraine, a complex regime of sanctions and sky-high energy...
In the race to build a new generation of electric vehicles, the demand for certain rare earth minerals has skyrocketed.
Two critical rare earth minerals are Germanium and Gallium, and China is the largest supplier of these minerals. We covered the industrial applications of these minerals in a recent Global...
The Return of the Commodities Supercycle
Welcome to the second full week of 2026, and if you thought the markets were going to ease into the new year with a gentle stretch and a yawn, you were sorely mistaken. We are seeing a mix of old-school geopolitical tension and new-age...
Over the past two decades, some of the best and highest-yielding investments have been made by investors who recognized the potential of small-cap stocks.
You really don’t have to look very far to find small caps (market capitalizations ranging from $300 million to $2 billion) that have turned into multibaggers...
