A 12-year-old will build the next DeepMind

What can a 1990s video game teach us about the future of AI? Sam Volkering explores how rapidly improving AI models are transforming game development, product design, and manufacturing. And with AI infrastructure stocks taking a beating, he explains why the companies supplying computing power, memory, networking, and energy could offer extraordinary long-term investment opportunities.

The peace trade trap

Oil prices have dropped as traders bet on an end to the Iran war. But Jim Rickards believes the fighting is far from over. With energy reserves dwindling and further attacks threatening vital infrastructure, he warns that another wave of inflation could drive interest rates higher and push the global economy towards recession.

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

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.