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Weekly Update for the week ending August 7, 2026

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The AI Revolution: Understanding the Technology Behind the Investment Boom

Artificial intelligence (AI) may seem like software running in the cloud, but behind every AI-generated response is a vast physical infrastructure. From Nvidia’s powerful AI chips to advanced memory, high-speed networking, massive data centres, and enormous amounts of electricity, today’s AI systems depend on some of the most sophisticated technology ever built.

In Part 3 of The AI Revolution: Understanding the Technology Behind the Investment Boom, we explore the infrastructure that makes AI possible and explain why companies across multiple industries—not just technology firms—are benefiting from the AI revolution.

Weekly Update for the week ending July 10, 2026

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SK hynix: The Memory Powering the AI Revolution

When most investors think about artificial intelligence, companies like Nvidia and Microsoft usually steal the spotlight. But every AI breakthrough depends on an entire ecosystem working behind the scenes. One of the biggest beneficiaries is SK hynix, the South Korean semiconductor company that has become a global leader in the ultra-fast memory powering today’s AI servers.

With SK hynix now trading on Nasdaq under the ticker SKHY, this week’s commentary takes a closer look at what the company does, why demand for its products has surged, and why its record-breaking U.S. listing could put it on more investors’ radar.

Weekly Update for the week ending May 1, 2026

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Rising oil prices have been one of the biggest stories in the markets recently, driven by the US/Israel-Iran conflict and shifting supply dynamics. This week, a major development – the UAE’s decision to leave OPEC and OPEC+ – adds another layer of uncertainty, with potential implications for inflation, interest rates, and the direction of markets.

Weekly Update for the week ending April 24, 2026

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How Valuation Is Calculated (In Simple Terms)
Valuation can sound complicated, but at its core it comes down to a simple idea: how much are you paying for what a business produces? This week, I break down two of the most common tools investors use – P/E and P/FCF – and show how they help put a price on a company’s earnings and cash flow.

Weekly Update for the week ending April 17, 2026

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When I got back into investing, one of the most common terms I heard was valuation. I knew what value was – one always wants to get good value for their money, or not overpay for an item. But the term “valuation” seemed a bit different, although I could never quite put my finger on why it felt separate from simply “getting good value for your money.” The difference, I eventually realized, is that in investing, price and value don’t always move together – and that gap between the two is where a lot of opportunity (and risk) tends to show up. This week, I’ll break down what valuation actually means and why it matters when you’re trying to get good value for your money in the stock market.