AI Bottlenecks in 2026: Where the Real Constraints Sit
In 2026, AI progress is limited by compute, memory, networking, and deployment. This piece maps the bottlenecks and the stocks easing real constraints.
Tower Semiconductor (TSEM): The Quiet Bandwidth Bottleneck in AI
Tower Semiconductor sits behind AI’s real constraint: bandwidth. Silicon photonics and RF drive upside, but execution and utilisation decide the outcome.
Holiday trading changes the market’s behaviour. With liquidity thin and Tuesday’s macro data doing the heavy lifting, a small set of stocks and sectors could move more than usual.
Stocks for 9–5 Investors vs Passive Investing: What’s the Difference?
Stocks for 9–5 investors are not passive investing. This guide explains the key differences, the middle ground, and why time-efficient active investing exists.
How Fed Rate Cuts Ignite Stocks: Macro Shift Powering the Fabulous 8
The Fed’s new easing cycle is reshaping market conditions, lifting valuations and liquidity. Here’s how the shift impacts stocks broadly and the entire Fabulous 8.
The Stocks Positioned for Nvidia and Broadcom-Like Growth by 2030
Exploring the companies sitting in AI manufacturing, silicon and networking bottlenecks that could benefit from the next wave of infrastructure spending.
Top U.S. Stocks to Watch This Week: Key Catalysts for Dec 1–5, 2025
A concise breakdown of this week’s U.S. market outlook. Key data, earnings, catalysts, risks and stocks to watch for investors tracking December’s trends.
Meta Platforms: AI, Ads And The Rising Cost Of Dominance
Meta is pouring tens of billions into AI infrastructure while its ad engine throws off record cash. Here is how the numbers stack up and where risks sit.
Big Tech is pouring billions into custom chips to lower their Nvidia bill. Yet Nvidia’s data center revenue just hit a record 57 billion dollars in a single quarter. Here is why both things are true at the same time.
