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Israeli Prime Minister Netanyahu said they are trying to steal the election from us.
2026-10-27
Israeli Prime Minister Netanyahu said they are trying to steal the election from us.
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2026-10-27
A-shares opened higher then slipped; at midday the Shanghai Composite was down 0.13%, the Shenzhen Composite down 0.33% and the ChiNext Index down 0.45%. Morning turnover across Shanghai and Shenzhen was 870 bln yuan, down 136.1 bln yuan from the pri
A-shares opened higher then slipped; at midday the Shanghai Composite was down 0.13%, the Shenzhen Composite down 0.33% and the ChiNext Index down 0.45%. Morning turnover across Shanghai and Shenzhen was 870 bln yuan, down 136.1 bln yuan from the prior session. More than 3,700 stocks declined. Motor/electric machinery names outperformed with several hitting daily limits; retail activity was strong, including a stock recording a fifth consecutive limit-up. Banks, animal-feed and reducer/gearbox-related sectors were among the top gainers. Aerospace and defense underperformed, while biopharma, semiconductors and e-commerce sectors labeled.
2026-10-26
The artificial intelligence boom has fully entered the infrastructure construction phase, triggering one of the largest waves of corporate investment in recent years. As the chart shows, capital expenditure growth has outpaced free cash flow growth a
The artificial intelligence boom has fully entered the infrastructure construction phase, triggering one of the largest waves of corporate investment in recent years. As the chart shows, capital expenditure growth has outpaced free cash flow growth as large hyperscale cloud service providers aggressively invest in chips and data centers. However, the telecommunications boom of the late 1990s offers a valuable lesson: investment expands capacity, and this expansion can transfer scarcity and economic rents to other areas of the ecosystem. Understanding potential new constraints in the future may be just as important as identifying the beneficiaries of the current cycle.
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