The latest earnings reports offer some reassurance that capital spending (capex) remains strong, says Melius’s Reitzes.
Hyperscalers haven’t cut back on their investments, which is good news for AI-related stocks like Nvidia, Broadcom, and Arista Networks. Source: HolgerZ, Melius Research
Apple has bought back $693 billion in stock over the past 10 years, which is greater than the market cap of 488 companies in the S&P 500
Source: Charlie Bilello
The bigger the base... 🚀
Uber remains a play an the Autonomous vehicle investment theme Source: Trend Spider NB: This is NOT an investment recommendation
These two areas of Africa have roughly equal populations, 2020
Source: OnlMaps @onlmaps on X
SOLAR UPGRADE: NEW PANELS ARE 1,000X STRONGER, THINNER THAN A HUMAN HAIR
Scientists in Germany just cooked up a solar panel sandwich that makes today’s tech look like a flip phone. By stacking ultra-thin layers of exotic crystals, they created solar cells 1,000 times more powerful than silicon—and way more durable. These featherweight panels don’t even need complex wiring and could someday power cities using way less space, money, and sunlight. Source: Bright Side of News, Mario Nawfal on X
UAE PICKS AMERICA OVER CHINA IN THE GLOBAL AI ARMS RACE Abu Dhabi’s tech giant G42 is going all-in on the U.S.—not Beijing—as it races to become one of the world’s most powerful players in
With a $1.4 trillion investment plan aimed squarely at the U.S., the UAE is signaling a strategic pivot: America is its partner of choice for AI dominance. G42, backed by the oil-rich emirate and chaired by national security adviser Sheikh Tahnoon bin Zayed, has quietly launched “G42 USA” in Delaware and is expanding rapidly into American cloud services, chipmaking, and AI infrastructure. The company just pumped $335 million into U.S. chipmaker Cerebras, after cutting ties with Chinese suppliers like Huawei to meet U.S. national security demands. It already counts Microsoft, Silver Lake, and Ray Dalio’s firm among its investors. People familiar with the matter added that some of G42’s subsidiaries — which include AI applications, cloud computing and data centre companies — are expected to make announcements about US business plans in the coming months.
European equity markets are still doing well
Source: J-C Parets
Another enormous climb in the Taiwanese dollar today, up almost 8% over the last two sessions against the USD, by far the biggest two-day increase on record.
▶️ So what's going on? The Taiwanese dollar (TWD) has been surging due to a combination of economic, trade, and market factors in 2025: ✔️ Easing Trade Tensions: Speculation about reduced U.S.-China trade tensions, particularly following indications that China is open to trade talks with the U.S., has boosted optimism for Taiwan’s export-driven economy. ✔️ Strong Economic Growth: Taiwan’s GDP grew at an annualized rate of 9.67% in Q1 2025, with annual growth of 5.37%, surpassing forecasts. A ✔️ Tech Sector Strength: Strong U.S. tech earnings, particularly from companies like Microsoft and Meta, have signaled sustained demand for AI and semiconductors, where Taiwan plays a critical role through companies like TSMC. This has driven foreign capital inflows and supported TWD appreciation.
