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Weekly Update for the week ending August 21, 2026

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The AI Revolution: Understanding the Technology Behind the Investment Boom

AI is capable of far more than answering questions in a chatbot. It can analyse financial information, understand images, create content, solve complex problems, and increasingly take actions on our behalf. In Part 5 of The AI Revolution, we explore what these capabilities look like in the real world – from AI-assisted investment research to cybersecurity systems that can detect and respond to threats – and why these capabilities could create enormous economic value.

Weekly Update for the week ending July 17, 2026

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Why Interest Rates Impact Some Stocks More Than Others
After better-than-expected inflation reports helped push markets higher, technology stocks led the charge while more defensive sectors lagged. The difference comes down to a key investing concept: some stocks are far more sensitive to changes in interest rate expectations than others.

In this week’s update, I explain why growth stocks like Nvidia often react differently than dividend-paying companies like utilities, and how Fed policy influences investor behaviour.

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.

Monthly Portfolio Update May 2026

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Historically, May through October is a weaker period for markets, averaging gains of around 2% compared to roughly 7% from November through April. However, May got off to a strong start as the S&P 500 (S&P) and Nasdaq Composite (Nasdaq) both reached record highs in the opening week. While the rest of the month wasn’t a straight shot higher, the rally continued. The S&P broke above 7,500 for the first time, the tech-heavy Nasdaq crossed both the 25,000 and 26,000 milestones, and the Dow Jones Industrial Average (DJIA) climbed above 50,000 before ending May with its first-ever close above 51,000.

Weekly Update for the week ending June 5, 2026

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The AI Trade Reignites

The AI rally is back. After months of investor concerns over soaring spending and uncertain returns, strong earnings and accelerating demand have pushed artificial intelligence stocks back into the driver’s seat. This week, I take a closer look at what’s fueling the resurgence and why AI has once again become one of the market’s biggest stories.

Weekly Update for the week ending May 29, 2026

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Behind the Wheel: Driving Your Portfolio

What does Formula 1 racing have in common with investing? More than you might think. While most people focus on the car crossing the finish line first, success in F1 depends on dozens of moving parts working together behind the scenes. Investing works much the same way. Markets are shaped by countless interconnected forces, from economic data and interest rates to sector leadership and investor behaviour. This week, I explore why building wealth is less about finding the fastest stock and more about navigating the twists and turns of the market with discipline and patience as you work toward your own financial finish line.