Information Technology
The Hidden Cost of the AI Boom
Artificial intelligence is fuelling one of the largest investment booms in history. Beyond the debt visible on company balance sheets lies a vast network of…
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Further Analysis & Commentary
Markets are trapped between CPI and crude. What to watch next
The market has gone back to an old problem very quickly. For a while, investors could still tell themselves that…
Is Spotify still a buy in 2026? Why the investment case has shifted from scale to monetisation
Spotify is starting to look like a different company. For years, the stock was mostly framed as a scale platform.…
Is Amazon an Undervalued Stock at its Current Market Cap of $2.9 Trillion?
Amazon at $270: A Great Opportunity from a numbers perspective Amazon trading at a forward P/E in the mid-20s is…
The overlooked AI trade is the one that actually plugs it into the wall
The most interesting AI trade in 2026 may be the one investors are still treating like an old-economy footnote. That…
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