Economics & Finance
Maritime Insights - Why Shipowners Are Ordering VLCCs at the Top of the Cycle
VLCC contracting has moved from a relatively subdued market into the strongest ordering wave of the past decade. Owners and financial investors are therefore competing for modern capacity scheduled for delivery toward the end of the decade.
Breaking News - Nvidia behind $50bn lease on Texas data center that will use its chips, media reports
Nvidia is reported to be behind another Ai infrastructure move, leasing $50 billion Texas data center that will uses Nvidia's chips.
Market Rumor - Iran-Oman Talks Focused on Restarting Hormuz Shipping Traffic
Negotiators from Iran and Oman are trying to reach an agreement to restore shipping through the Strait of Hormuz, according to people familiar with the matter.
Nvidia Credit Risk Surges as $750 Billion AI Push Raises Financing Fears
The cost of protecting Nvidia Corp.’s debt against default surged by the most on record Monday, after reports of the chipmaker being in conversations on more than $750 billion of artificial intelligence infrastructure deals stoked fears about the company’s obligations.
Results Review - Cadence raises annual forecasts as demand booms for AI, 2Q2026
Cadence registered another strong quarter, according to the financial results and the conference call, driven by Ai demand, customer diversification, and overall supply-constraints.
Global Chip-Equipment Stocks Tumble on China DUV Production Rumor
ASML Holding NV shares slid to the lowest since early June after a report that a Chinese state-backed company has begun mass producing certain chipmaking machines, posing a potential threat to the Dutch firm’s sales.
Market Rumor - China begins making homegrown DUV chipmaking tools, sources said
China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a key chipmaking tool long dominated by Dutch supplier ASML, The Information reported on Monday (July 27, 2026).
Breaking News - Nike cutting off thousands of online distributors in China, will it work? - July 2026
Nike is planning to cut off thousands of online distributors in China and restructure its online presence to create a more consistent consumer experience (July 2026).
Trump's Teleprompter Operator Faces Probe Over Kalshi Mention Market Trades
A White House teleprompter operator allegedly turned advance access to Trump’s speeches into a six-figure prediction-market edge.
Breaking News - Blackstone, Brookfield, KKR Ink $16 Billion Kuwait Oil Pipelines Deal
Blackstone, KKR and Brookfield have agreed a $16bn deal to take a stake in Kuwait’s national oil pipelines network in the Gulf state’s largest-ever foreign investment as it raises capital to pay for the cost of Iranian attacks.
Breaking News - Chinese chipmaker CXMT soars almost 500% in market debut
CXMT shares soared almost 500 per cent in their trading debut in Shanghai on Monday as investors flocked to the Chinese chipmaker amid booming demand for AI memory chips.
Macro & Micro Compass - Fed Faces Close Call as Inflation Pressures Revive Rate-Hike Debate
Federal Reserve officials will enter this week’s policy meeting facing a renewed surge in price pressures, making the decision over whether to hold or raise interest rates unusually close — and potentially contentious.
