Nvidia has become the company the whole stock market checks its pulse against. This quarter, it beat every published forecast, then went a step further: for the first time, it gave investors a view beyond the next quarter and into the year after next. The message was clear, the story remains intact, and the headlines practically wrote themselves.

China has opened the first regular container service through the Arctic, cutting the journey to Europe from around 40 days to 20. But turning the Northern Sea Route into a genuine rival to the Suez Canal will require more than melting icebergs and geopolitical disruption.

August AAI

Two of the world's largest borrowers are meeting the same wall of long-end yields. The policy response to that collision is what gold, silver and crypto have started to price.

Why the rise in global bond yields is a supply problem — and the single trade it puts at risk

A video published three years ago on YouTube can still be earning money today. Nobody had to make it again. No customer had to be reacquired. The production cost was paid years ago, but the cash flow continues. That makes old video libraries look a lot like annuities and financial buyers are starting to take notice.

A new generation of AI-powered brokerage tools promise to hand individual investors the automated trading capabilities once reserved for elite hedge funds, but the evidence tells a far more mixed story.

Smart glasses are being presented as the next smartphone. Yet their success may depend less on their technological capabilities than on the trust they manage to inspire.

When the world's largest asset manager predicts a futures market for computing power and an exchange launches one within a week, the signal seems clear: compute has become the AI era's scarce commodity. Yet the same industry straining against that shortage is engineering its way out of it, targeting cost reductions of up to two orders of magnitude.

How China is building a digital belt and road for Artificial Intelligence. Xi Jinping's first appearance at the World Artificial Intelligence Conference marks the beginning of a new phase in the AI race, one defined less by superior models than by the ability to build the world's dominant ecosystem.