The popular framing of the Nvidia (NVDA) debate — will artificial-intelligence (AI) demand hold up? — is the wrong question. For 2026 and 2027, demand is the settled part of the story: Nvidia is sitting on a roughly $500 billion Blackwell and Rubin order backlog and has guided to more than $1 trillion of demand
The textbook rule says gold (XAU/USD) rises when real yields fall — and over the past two years that rule has been wrong. Gold ran to a record near $5,595/oz in January 2026 even as US real yields stayed high and the dollar strengthened, because the marginal buyer stopped being the Western macro fund and
EURJPY currency pair can be expected to rise to the next resistance level 186.00 (which has been reversing the price from the start of June). EURJPY reversed from support zone Likely to rise to resistance level 186.00 EURJPY currency pair recently reversed up from the support area between the pivotal support level 183.35 (which has
The decentralized finance (DeFi) market experienced significant momentum on June 26, 2026, as digital assets staged a sharp recovery following a period of persistent selling. Leading the broader market rebound was Aave (AAVE), the largest decentralized lending protocol, which surged by more than 19% within a 24-hour window. This massive rally propelled the token to
Markets await Middle East peace progress, monitor central bank policy shifts, and analyze the yen’s persistent weakness against the dollar. US-Iran Truce and Strait of Hormuz Stability Financial markets are navigating a period of cautious optimism as the United States and Iran move toward a temporary truce following recent military exchanges near the vital Strait
The US dollar is ending June with the kind of support that comes from fear, rates and relative economic strength. It eased slightly on Monday, but the broader move remained firmly in its favour as investors weighed renewed Gulf tensions, rising oil prices and a crucial week of US labour data. The greenback has also
The foreign exchange market opened the week on a cautious note as the US dollar held firm against major currencies, supported by safe-haven demand amid renewed geopolitical tensions in the Middle East. Investors closely monitored developments between the United States and Iran while awaiting key macroeconomic events, including the European Central Bank’s annual forum and
The lazy take on Advanced Micro Devices (AMD) is that it is simply the cheaper Nvidia — a discounted way to own the same artificial-intelligence (AI) boom. That framing misses what the share price is actually doing. At roughly $532 in late June 2026, AMD is no longer priced as a diversified chipmaker; it is
The reflex take on Broadcom (AVGO) is that it is just another way to ride Nvidia’s AI boom. It is closer to the opposite. Broadcom’s growth engine is custom AI silicon — the application-specific chips (XPUs) that Google, Meta, OpenAI and Anthropic are commissioning precisely to escape Nvidia’s merchant-GPU pricing. So when you buy AVGO
The lazy take on Taiwan Semiconductor Manufacturing Company (TSMC) is that it is just another expensive artificial-intelligence (AI) trade. It is not. TSMC is the one AI monopoly that trades at a discount to the companies it supplies — and that gap is the whole story behind a 2026 price forecast that runs from a