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NEWS

U.S. Treasury’s Bessent Says Fed Likely to Move Slowly on Balance Sheet Decisions

By Cygnus | 08 Feb 2026

Treasury Secretary Scott Bessent says the Federal Reserve is unlikely to rush balance sheet changes, even under a potential new Fed chair.

Saudi Arabia Orders 20 High-Speed Trains From Spain’s Talgo

By Axel Miller | 08 Feb 2026

Saudi Arabia orders 20 high-speed trains from Spain's Talgo in a €1.33B deal that lifts the company's backlog to record levels and deepens rail ties.

Investors Rotate Into Smaller, Cheaper Stocks as Tech Risk Appetite Fades

By Cygnus | 08 Feb 2026

Investors are rotating into small-cap and defensive stocks as volatility and doubts over AI returns weigh on big tech, signaling a broadening market rally.

Global Chip Sales Expected to Hit $1 Trillion This Year, Industry Group Says

By Axel Miller | 06 Feb 2026

Global semiconductor sales are set to approach $1 trillion in 2026, driven by the AI super-cycle, booming data centers, and surging demand for logic and memory chips.

Citi to Match Government Seed Funding for Children’s ‘Trump Accounts’

By Axel Miller | 06 Feb 2026

Citigroup joins BofA and JPMorgan in matching federal $1,000 seed funding for children’s Trump Accounts (530A). Citi Foundation pledges $5M for national outreach.

Huawei-Backed Aito Partners With UAE Dealer to Enter Middle East Market

By Cygnus | 06 Feb 2026

Seres Group’s Aito brand partners with Abu Dhabi Motors to launch luxury smart EVs in the UAE. Featuring Huawei ADS 4.0 and extreme-heat localization.

AI is No Bubble: Nvidia Supplier Wistron Sees Order Surge Through 2027

By Axel Miller | 06 Feb 2026

Wistron Chairman Simon Lin declares the arrival of a “new AI era,” dismissing bubble fears as orders surge. The Nvidia partner is ramping up US server production to meet a $500B infrastructure goal.

Tech Selloff Weighs on Asian Markets; Indonesia Slides After Moody’s Outlook Cut

By Cygnus | 06 Feb 2026

Tech stocks drag Asian markets lower while Indonesia’s JCI falls 2.6% following a Moody’s credit outlook cut and MSCI transparency warnings.

Amazon Plans $200 Billion AI Spending Surge; Shares Slide on Investor Jitters

By Axel Miller | 06 Feb 2026

Amazon plans to boost capital spending to $200 billion in 2026, a 50%+ jump for AI infrastructure. While AWS growth accelerated to 24%, investor jitters over margins sent shares tumbling.

Server CPU Shortages Grip China as AI Boom Strains Intel and AMD Supply Chains

By Cygnus | 06 Feb 2026

Intel and AMD server CPU shortages are hitting China as AI data center demand surges, pushing lead times to six months and driving prices higher.

OpenAI launches ‘Frontier’ AI agent platform in enterprise push

By Cygnus | 05 Feb 2026

OpenAI launches Frontier, a new AI agent platform for enterprises, aiming to automate workflows and expand its push into corporate artificial intelligence.

Toyota set for third straight quarterly profit drop as costs and tariffs weigh

By Axel Miller | 05 Feb 2026

Toyota is set for a third straight quarterly profit decline as rising costs and U.S. tariffs hit margins, despite record sales and strong hybrid demand.

Web Stories

The New Oil Part 3: Inside the Processing Gap — Why Mining Alone Won’t Fix Supply

Lithium and graphite bottleneck: Why EV growth could slow in 2026

Rare earth shock 2026: How critical minerals are reshaping the global economy

Tesla’s robotaxi test begins, but scaling won’t be easy

Why Elon Musk's X is suing New York over its new hate speech law

IndiGo and SpiceJet shares tumble after Air India crash and oil price shock

FEATURES

Server CPU Shortages Grip China as AI Boom Strains Intel and AMD Supply Chains

By Cygnus | 06 Feb 2026

Intel and AMD server CPU shortages are hitting China as AI data center demand surges, pushing lead times to six months and driving prices higher.

Budget 2026-27 Seeks Fiscal Balance Amid Rupee Volatility and Industrial Stagnation

By Cygnus | 02 Feb 2026

India's Budget 2026-27 targets fiscal discipline with record capex as markets tumble, the rupee weakens and manufacturing struggles to regain momentum.

The Thirsty Cloud: Why 2026 Is the Year AI Bottlenecks Shift From Chips to Water

By Axel Miller | 28 Jan 2026

As AI server density surges in 2026, data centers face a new bottleneck deeper than chips — the massive water demand required for cooling next-generation infrastructure.

The New Airspace Economy: How Geopolitics Is Rewriting Aviation Costs in 2026

By Axel Miller | 22 Jan 2026

Airspace bans, sanctions and corridor risk are forcing airlines into costly detours in 2026, raising fuel burn, reducing aircraft utilisation and pushing airfares higher worldwide.

India’s Data Center Arms Race: The Battle for Power, Cooling, and AI Real Estate

By Cygnus | 22 Jan 2026

India’s data centre boom is turning into an AI arms race where power contracts, liquid cooling and fast commissioning decide the winners across Mumbai, Chennai and Hyderabad.

India’s Oil Balancing Act: Refiners Rebuild Middle East Supply Lines as Russia Flows Disrupt

By Axel Miller | 21 Jan 2026

India’s refiners are rebalancing crude sourcing as Russian imports fell to a two-year low in December 2025, lifting OPEC’s share and raising geopolitical risk concerns.

Arctic Fever: How ‘Greenland Tariff’ Politics Sparked a Global Flight to Safety

By Axel Miller | 20 Jan 2026

Greenland-linked tariff threats have injected fresh uncertainty into transatlantic trade, triggering a risk-off shift in markets and reshaping global supply chain planning.