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Consolidation at the Top: How SpaceX, CoreWeave, and Nebius Are Redefining AI Infrastructure Ownership

Artificial intelligence has created unprecedented demand for computing power. Meeting that demand requires enormous investments in data centres, networking systems, power infrastructure, and advanced processors.

Nitish Kishor | 18 June 2026

CUDA's Moat Is Deeper Than the Hardware: Why Nvidia's Real Advantage Is Software, Not Silicon

Much of the debate surrounding Nvidia focuses on hardware performance. Investors regularly compare processing speeds, energy efficiency, and manufacturing roadmaps when assessing competitive threats from custom silicon providers and rival chipmakers.

Nitish Kishor | 18 June 2026

How the AI Infrastructure Spending Cycle Could Produce a Capital Allocation Recession for Big Tech

The race to dominate artificial intelligence has triggered one of the largest capital expenditure cycles in corporate history. Technology giants are investing aggressively in data centres, networking infrastructure, power capacity, and advanced processors to secure future leadership in AI.

Nitish Kishor | 18 June 2026

How the Warsh Fed's Silence on Rates Creates a New Era of Bond Market Volatility

The Federal Reserve's communication strategy has become almost as important to financial markets as interest rate decisions themselves. For years, investors relied on policy projections, economic forecasts, and forward guidance to estimate where borrowing costs were likely to move.

Nitish Kishor | 18 June 2026

How US-China Technology Decoupling Is Accelerating Quietly Beneath the Iran Deal Headlines

The Iran ceasefire has dominated market attention because of its immediate effect on oil prices, inflation expectations, and risk appetite. Yet a quieter and potentially more durable shift is taking place across the technology sector.

Nitish Kishor | 18 June 2026

Post-War Inflation Is Not Going Away: Why Global Central Banks Face a Multi-Year Tightening Dilemma

Financial markets have welcomed the decline in oil prices following the US-Iran ceasefire, viewing it as a potential catalyst for lower inflation and easier monetary policy. Yet history suggests the relationship between commodity prices and inflation is rarely straightforward.

Nitish Kishor | 18 June 2026

The Amazon-Walmart Retail Media War and What It Means for the Future of Digital Advertising

Digital advertising was historically dominated by search engines, social media platforms, and open-web publishers. That hierarchy is changing as large retailers build advertising businesses around their own customer data.

Nitish Kishor | 18 June 2026

Accenture's Revenue Guidance Cut Signals a Broader AI Threat to Traditional Consulting Revenue Models

Accenture's guidance reduction was initially treated as an earnings disappointment. Slower expected revenue growth and pressure in parts of the government business gave investors clear reasons to reassess near-term forecasts.

Nitish Kishor | 18 June 2026

Arena REIT (ASX:ARF) Advances on Valuation Gains and Pipeline Expansion

Arena REIT (ASX:ARF) shares traded higher during the morning session on 19 June 2026 after the property group released a market update outlining portfolio valuation gains, development activity, portfolio transactions and distributions for FY26. The stock rose 2.69% to AUD 3.24, gaining AUD 0.085 …

Aditi Sarkar | 18 June 2026

Space Exploration Technologies (NASDAQ:SPCX) Drops 9% as Post-IPO Rally Loses Momentum

Space Exploration Technologies (NASDAQ:SPCX) declined sharply on Thursday as momentum from its record-breaking initial public offering began to fade. Shares fell roughly 9%, extending losses after a 5% decline in the previous session and marking the stock's steepest pullback since listing.

Nitish Kishor | 18 June 2026
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