Latest News

A Chinese spy honeypot for the most powerful man in AI?

9 November 2026
Allegations surrounding Nvidia CEO Jensen Huang and a Democratic sweep in the US midterms have added fresh uncertainty to the AI trade. But Sam Volkering believes the market may be overlooking a major opportunity, as potential changes to energy infrastructure rules could accelerate the AI buildout rather than bring it to a halt.

Is Asia going to save AI from America?

6 November 2026
A historic spike in market volatility has sent shockwaves through the AI sector. Sam Volkering examines what the VIX is telling investors, whether America's AI boom is running out of steam, and why Asia or Eastern Europe could become the next major hub for AI investment and growth.