Meanwhile, we compare the AI bubble to the internet bubble. Each week, the Syz investment team takes you through the last seven days in seven charts.
Flash note
AI analysis of S&P 500 transcripts shows limited concern about economic slowdown as AI dominates corporate discussions
The AI story has been one of relentless momentum. ChatGPT marked the first chapter, transforming OpenAI into the central force behind the industry’s expansion. The company now faces the challenge of supporting the scale of investment behind it.
Slow food for thought
Insights and research on global events shaping the markets
The AI story has been one of relentless momentum. ChatGPT marked the first chapter, transforming OpenAI into the central force behind the industry’s expansion. The company now faces the challenge of supporting the scale of investment behind it.
Major infrastructure trades often look obvious only after the fact. Railroads created fortunes not just through transport, but through the land and networks built around them. Undersea fibre cables were once seen as overcapacity before becoming the backbone of the internet. Investors who identify the infrastructure layer before the applications fully emerge tend to be early to the real value creation. Leopold Aschenbrenner, a former OpenAI safety researcher with no traditional finance background, appears to have identified such an opportunity.
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Global equity markets rallied strongly in the week ending 8 May 2026, with technology and semiconductors at the centre of the advance. AI infrastructure spending commitments from major hyperscalers fired up chip stocks across the US and North Asia, while cybersecurity names surged on standout earnings. Geopolitical relief around the Strait of Hormuz and a resilient US labour market reinforced the risk-on tone. This weekly strategy note covers key drivers across US, European, and Asian equity markets
Meanwhile, we compare the AI bubble to the internet bubble. Each week, the Syz investment team takes you through the last seven days in seven charts.
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