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International Energy Agency Executive Director Fatih Birol: If oil and gas flows through the Strait of Hormuz do not improve in the coming weeks, we should be concerned about energy security.

2026-07-17

International Energy Agency Executive Director Fatih Birol: If oil and gas flows through the Strait of Hormuz do not improve in the coming weeks, we should be concerned about energy security.

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2026-07-17

Huaxi Securities says 2025–26 is the industry’s key commercialization window — whether firms secure sustainable monetization then will shape the sector’s long-term structure. The foundation-model market is in rapid expansion, with China’s growth mate

Huaxi Securities says 2025–26 is the industry’s key commercialization window — whether firms secure sustainable monetization then will shape the sector’s long-term structure. The foundation-model market is in rapid expansion, with China’s growth materially above the global average, and Chinese open-source models have moved from peripheral participants to global core players. highlights report three investible themes: compute and infrastructure — the clearest, highest-certainty beneficiaries; vertical foundation-model vendors with industry data barriers and scenarios know‑how — most likely to close early commercial loops; and platform firms with large user bases and application-distribution capability — platform effects should strengthen as commercialization matures.
2026-07-16

NVIDIA (NVDA.O) CEO Jensen Huang said the company is at the start of a cycle.

NVIDIA (NVDA.O) CEO Jensen Huang said the company is at the start of a cycle.
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