When AI Gets a Wallet
Agentic commerce could change who controls discovery, payment and customer trust. The investment question is who owns the permission to act.
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Agentic commerce could change who controls discovery, payment and customer trust. The investment question is who owns the permission to act.
Launches and satellites create the infrastructure; recurring customers and durable margins determine the investment outcome.
Data centres make AI a power, cooling and construction story as well as a software story.
Over the last few years, markets have absorbed inflation shocks, aggressive rate hikes, geopolitical stress, trade tensions, and the explosive rise of AI; yet the S&P 500 has remained…
The past year was anything but ordinary. Trade wars returned, artificial intelligence surged at unprecedented scale, governments ran ever-larger deficits, and faith in institutions was…
Across the United States, the rise of data centers has been dramatic. Yet, paradoxically, the national power demand figures tell a different story.
Nvidia Corporation (NASDAQ:NVDA) has been a key player in the tech industry, especially with its significant impact on AI and data center markets. Following its latest earnings report…
As the year progresses, investors find themselves juggling conflicting signals: softening U.S. data, renewed strength in global manufacturing, high expectations embedded in AI-related…
A summer heat wave isn't the only reason for the expected rise in electricity demand. The growing influence of artificial intelligence and its substantial energy needs are increasing the…