Bombs, oil, AI…and your portfolio

The market thinks this won’t last. We’re not so sure.

Is AI warfare the next big defence stock opportunity?

Drone stocks were top performers thanks to the war in Ukraine. Now we need to ponder whether AI has created the next big opportunity in defence stocks.

Nvidia no longer has a demand problem

Investors worry AI spending is overheating. But Nvidia’s real challenge isn’t demand — it’s physics. As data centers strain under rising energy and connectivity limits, a new solution may be emerging in optical technology.