Artificial intelligence is currently taxed much like any other business technology. Companies deduct eligible development costs, claim depreciation or capital allowances on infrastructure, pay corporate tax on profits, and collect consumption taxes on qualifying services. Governments generally tax the company...
For much of the past two years, the AI trade felt almost mechanical. Buy the chipmakers. Buy the hyperscalers. Buy the data-centre suppliers. Buy anything with a credible connection to artificial intelligence and let the earnings upgrades do the heavy...
Copper is back in the market spotlight, and this time the story is bigger than another commodity rally. After years of being treated as a China-growth proxy, copper is again being priced as the wiring behind the global energy transition....
June begins with a different tone across global markets. The AI trade is still alive, earnings momentum remains strong, and technology continues to dominate the growth story, but traders are no longer treating every dip as an automatic buying opportunity....
Big Tech’s artificial intelligence boom is no longer just a semiconductor story. It is becoming an energy story, a grid story, and increasingly, a utilities story. As Microsoft, Amazon, Alphabet, Meta, and other hyperscalers race to secure the computing power...
U.S. equities staged a decisive rebound after a sharp technology-driven sell-off unsettled investors and briefly pressured broader risk appetite. The recovery was led by large-cap growth and semiconductor names, helping stabilize sentiment after concerns around valuations and AI competition triggered...
