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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.

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 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.

Weekly Update for the week ending May 15, 2026

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One of the hardest parts of investing isn’t deciding what to buy – it’s knowing when to sell. This week let’s take a closer look at the often-overlooked “other side” of investing and the reasons long-term investors sometimes decide to move on from a stock. From changing company fundamentals and stretched valuations to shifting goals and better opportunities elsewhere and explain why selling doesn’t always mean you made a mistake.

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.