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NEWS

Enehos expands Asia footprint with Chevron Singapore downstream assets deal

By Cygnus | 14 May 2026

ENEOS Holdings agrees to buy Chevron’s stake in Singapore Refining Company and Asia-Pacific downstream assets, expanding its regional energy trading footprint.

Alibaba cloud growth offsets wider AI investment pressures

By Axel Miller | 14 May 2026

Alibaba reported strong cloud and AI growth as enterprise demand for Qwen services increased, though heavy AI investment continued to pressure profitability.

AI chip rally fuels concerns over market concentration and valuations

By Cygnus | 13 May 2026

Semiconductor stocks tied to AI infrastructure continue surging as analysts debate valuation risks, market concentration, and passive investor exposure.

SpaceX IPO fuels debate over dual-class voting and shareholder rights

By Axel Miller | 13 May 2026

Potential SpaceX IPO discussions are fueling debate over dual-class voting, shareholder rights, passive investing, and Texas corporate governance laws.

ECB warns banks to prepare for AI-driven cyberattack risks

By Cygnus | 13 May 2026

ECB board member Frank Elderson urges euro-area banks to strengthen cyber defenses and accelerate patching under new EU resilience rules.

Energy transition 2026: AI power demand strains grids and energy security

By Axel Miller | 13 May 2026

Rising AI data-centre electricity demand is accelerating global grid investment as governments balance energy security, climate targets, and infrastructure resilience.

Putin says Sarmat missile system remains on track for deployment

By Cygnus | 13 May 2026

Vladimir Putin says the RS-28 Sarmat missile remains central to Russia’s nuclear modernization as Moscow expands hypersonic and strategic weapons programmes.

AI tensions and chip controls dominate Trump-Xi summit in Beijing

By Axel Miller | 13 May 2026

AI policy, semiconductor exports, and cybersecurity tensions dominate talks between Donald Trump and Xi Jinping in Beijing as Nvidia’s Jensen Huang joins discussions.

Global gas markets stay calm as Hormuz disruption shifts winter risks

By Cygnus | 13 May 2026

Global LNG prices remain contained despite Hormuz tensions as Asian utilities switch to coal and Europe focuses on rebuilding winter gas storage.

Anduril raises $5 billion as defense tech valuation climbs to $61 billion

By Axel Miller | 13 May 2026

Anduril Industries secured $5 billion in funding, boosting its valuation to $61 billion as investors back autonomous defense manufacturing and AI military software.

The AI power surge is quietly pushing up US utility bills

By Cygnus | 12 May 2026

Growing AI data-centre demand is accelerating US grid spending, while utilities increasingly use CWIP financing that can raise consumer electricity bills.

TotalEnergies signs Syria offshore review deal with QatarEnergy

By Axel Miller | 12 May 2026

TotalEnergies, QatarEnergy and ConocoPhillips signed an agreement to evaluate offshore exploration opportunities in Syria’s Mediterranean Block 3 area.

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FEATURES

The decoupling paradox: Why Wall Street keeps funding AI despite $100 oil

By Axel Miller | 11 May 2026

AI infrastructure stocks continue rallying despite $100 oil as investors bet on productivity gains and semiconductor demand in 2026.

Hybrid bonding gains attention as AI chip packaging demand grows

By Cygnus | 23 Apr 2026

Hybrid bonding is driving AI chip packaging demand as backend technologies gain importance in the semiconductor supply chain.

The agentic transition: how enterprises are scaling AI from pilot to profit

By Cygnus | 22 Apr 2026

AI has entered its execution era. Discover how companies like Valeo and Microsoft are scaling agentic AI systems—from copilots to autonomous workflows driving real business impact.

Post-splashdown: What Artemis II taught us about the ‘deep space wall’

By Axel Miller | 15 Apr 2026

Artemis II splashdown marks a breakthrough in deep space exploration. Discover AVATAR radiation data, Orion’s distance record, and insights shaping NASA’s 2028 Moon mission.

Can aviation go green? The multi-billion dollar race for sustainable fuel

By Cygnus | 10 Apr 2026

Airlines are racing to adopt sustainable aviation fuel, but limited supply and high costs challenge the future of green aviation.

The battery race: who will control the future of electric vehicles?

By Axel Miller | 08 Apr 2026

The global battery race is reshaping the electric vehicle industry, with China, the US, and Europe competing for control over supply chains and technology.