Insight
The Gulf-LatAm Corridor: Securing the Physical Transition
As the global economy shifts from an era of frictionless digital expansion to one governed by absolute thermodynamic and geological limits, the foundational premises of long-duration capital allocation are fracturing....
The Sovereign AI Power Grab: Monetizing the Physical Bottleneck
By silently securing baseload power generation and controlling the physical bottlenecks of the grid, sovereign capital is transitioning from a passive investor in technology to the ultimate price-setter of the computational era.
Hong Kong Considers Longer Stock Trading Hours, Ending Lunch Break
Hong Kong’s stock exchange is considering an extension of equity trading hours to align with most global markets, including a proposal to eliminate the lunch break, according to people familiar with the matter.
Market Rumor - Chinese memory maker CXMT has reportedly seen its DRAM capacity booked through 2027
As PC OEMs and hardware companies look to Chinese memory manufacturer CXMT to secure supply, this alternate source is also reaching its capacity, according to industry sources familiar to this matter.
SpaceX moves its first post-IPO Starship launch attempt to Thursday July 23, 2026
SpaceX is targeting Thursday, July 23, 2026, for another attempt to launch its Starship rocket, the company said in a statement on Sunday.
Market Rumor - US seeks share of Korean chipmakers' 'excess profits'
The U.S. is seeking a share in Korean semiconductor companies’ enormous profits from the global artificial intelligence (AI) chip boom, citing strong U.S. demand for Korean chips, according to an industry source.
Dubai plans new port to bypass Strait of Hormuz?
DP World is planning to build a new port and a container terminal on the United Arab Emirates’ east coast that would reduce Dubai’s dependence on its flagship Jebel Ali hub and bypass the Strait of Hormuz. Project to build capacity on UAE’s east coast represents a major shift after US-Iran war.
Anthropic vs Meta: Two Compute Signals, One Confusing Week
Two headlines landed within days of each other and appear to point in opposite directions: Anthropic locking up two decades of dedicated data-center capacity, while Meta suggesting it has AI compute to spare -- analysts, investors, and the companies themselves haven't settled on one story.
Hedge funds dumped chip stocks for a fourth week as AI shares sold off - Week of July 6, 2026
U.S. hedge funds sold tech hardware stocks for a fourth week in a row, according to a client note from Goldman Sachs. Do you think the rally is over?
June NFP Report: Stability Is Priced In, But Is It Fully Supported by the Data?
Markets are pricing June NFP around 100,000-150,000 jobs, reflecting economist forecasts and recent labor data, as attention turns to how incoming prints align with current expectations.
Data centre electricity use surged in 2025, even with tightening bottlenecks driving a scramble for solutions
Summary: A report from IEA shows that data center electricity use surged in 2025, turning power access into one of the most important constraints on the AI boom. The AI trade has usually been framed around chips, models and capital. But the International Energy Agency’s latest report points to
Taylor Swift: Married at Madison Square Garden This Year?
YIt's been nearly a year since Taylor Swift and Travis Kelce announced their engagement, and the couple has yet to confirm a single official wedding detail. New York City has confirmed a permit filed for an event at Madison Square Garden on July 3, capped at 999 guests,
