Tag: semiconductors

Why the AI trade splintered beneath a steady market

Exante's latest equity review finds that July's seemingly placid headline numbers concealed one of the most turbulent rotations of the current cycle. The S&P 500...

AI capex boom reshapes inflation and global markets

Artificial intelligence has outgrown its status as a mere technology trend and is now functioning as a macroeconomic force, according to new analysis from...

AI reshapes Asia Pacific’s M&A landscape in 2026

Dealmakers across Asia Pacific are navigating a market shaped by larger transactions, shifting capital flows and the rising influence of artificial intelligence, according to...

AI spending surge tests the Fed’s inflation fight

AI is no longer just a productivity story, it is fast becoming a demand story with real consequences for inflation, according to new analysis...

Exante: Nvidia boom meets bond market storm

In its latest weekly briefing, EXANTE flags that Nvidia has once again delivered a quarter that left little room for doubt. Revenue came in at...

Nvidia, cloud giants and the new gold rush economy

There is an old story that gets told whenever a new craze grips the market. It concerns the California gold rush of 1849 —...

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