The Untold Energy Crisis Threatening AI Stocks

Australian investors looking beyond the resources-heavy ASX are increasingly eyeing Japanese equities in 2026, drawn by ongoing corporate governance reforms, a supportive fiscal backdrop under the new administration.

Global investors are on track to withdraw a record amount from Asian emerging-market equities excluding China, as surging oil prices due to the Middle East conflict clouds the region’s outlook.

Elon Musk recently announced the launch of the “Terafab” project, selecting Austin, Texas, as its first site, with plans to build a fully integrated semiconductor supply chain covering compute chips, logic chips, memory, packaging, and photomasks. While key details remain in flux, the move signals Tesla’s push for vertical integration.

The ongoing West Asia conflict is beginning to cast a shadow on India’s semiconductor ambitions. Rising crude-linked costs and supply chain disruptions are expected to disproportionately impact outsourced semiconductor assembly and test (OSAT) players, industry analysts warn.

Normal Computing Corp., a startup that’s trying to reinvent the fundamental physics of artificial intelligence, said today it has raised $50 million in a Series B funding round led by Samsung Catalyst. Today’s round also saw participation from Galvanize, Brevan Howard, and others.

The next time Donald Trump tries to push America’s traditional allies into line, the German government intends to be better prepared.

In an era of globalization and corporate consolidation, the “pick-and-shovel” ripple spreads very differently. It’s testing assumptions about who actually benefits when a mega-project arrives in town.

Donald Trump has delayed his planned China visit to focus on the Iran war, as the US shifts military resources to the Middle East, including troops and defence systems. The move underscores how Washington’s long-promised pivot to Asia continues to be derailed.

GAM Holding AG: FY2025 Annual Report…

Arm has officially unveiled its first fully self-designed physical chip, the Arm AGI CPU, targeting data center mass production. The announcement came at the Arm Everywhere conference in San Francisco, sending shockwaves through an already fiercely competitive industry.

Wall Street indexes climbed as falling oil prices and Iran's review of a U.S. proposal offered hope for de-escalation in the Middle East conflict. Despite mixed messages from Iran, investor sentiment improved, leading to gains across major indices.

Gold and silver prices surged on Wednesday, reversing recent declines, driven by a weaker dollar and lower oil prices. Easing inflation concerns and a softer interest rate outlook also boosted sentiment, with safe-haven demand increasing due to geopolitical doubts.

Deccan AI concentrates its workforce in India to manage quality in a fast-growing but fragmented AI training market.

Google LLC today announced that it is stepping up its push towards a quantum-safe future with the introduction of a 2029 timeline to secure the quantum era with post-quantum cryptography migration. The new timeline offers a clearer strategy for migrating global systems.

In October 2024, a who’s who of Philadelphia’s business, civic, education, and philanthropic leaders filed into the National Constitution Center — invited by a collaborative effort to address widening economic mobility gaps. Despite growth, outcomes remain uneven.