Apparently, there’s still a war in the Middle East. You wouldn’t know it from the news coverage this week.

The big story was the parade of US tech leaders aboard Air Force One en route to China to meet with President Xi Jinping in what I now call the “AI Peace Envoy” mission.

It could end up being a geopolitical masterstroke.

And it could prove a potentially enormous catalyst for US AI companies like Nvidia, xAI, Apple, Intel, and several others.

Get China aligned on Iran, reopen channels for US technology into Chinese markets, and perhaps quietly negotiate a few things around Taiwan…

Simple.

In theory, anyway.

Either way, all signs still point toward markets continuing to push higher on AI as we move deeper into the Intelligence Age.

And honestly, it may be the most exciting investing environment I can remember in any market.

There is a lot to unpack this week, so check out the video below.

Until next time,

Sam Volkering
Investment Director, Southbank Investment Research