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The AI Revolution: Understanding the Technology Behind the Investment Boom

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If you’ve been following the stock market over the past couple of years, you’ve probably noticed that artificial intelligence (AI) has become one of the hottest topics in investing.

Nearly every earnings call now mentions AI. Technology companies such as Microsoft (NASDAQ: MSFT) and Alphabet (the parent of Google) (NASDAQ: GOOGL) are spending hundreds of billions of dollars building AI infrastructure, while businesses across almost every industry are looking for ways to incorporate AI into their products and services. Yet despite all the attention, many people still aren’t sure what AI actually is or why it has become so important.

That investment involves far more than the AI software most of us interact with. It spans chips, memory, networking equipment, data centres, electricity, cloud computing, and the software and applications that turn AI into something businesses and consumers can use.

Before we can understand why companies are investing so heavily in AI, it helps to first understand what AI is – and what it isn’t.

Weekly Update for the week ending September 4, 2026

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The AI Revolution: Understanding the Technology Behind the Investment Boom

AI is far more than Nvidia and a handful of high-profile technology companies. From chips, memory, and networking to data centres, power, cloud computing, software, and cybersecurity, AI depends on an enormous ecosystem of businesses. In the final part of The AI Revolution, we look at how investors can participate in that ecosystem – and why finding the right investment may be about more than simply finding the next big AI company.

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.