Market Analysis
Bubble or Boom? Inside the Fight Over AI’s Data Center Bet
In China, the AI stock trade has already unwound. The tech-heavy STAR 50 index fell about 40% from its midyear peak by late October, erasing roughly $480 billion in market value by Reuters’ count, and the broader CSI300 index lost 8.5% in October, its worst month in more than a decade. In the same weeks,…
Uranium Contract Prices Hit a Record as Washington Bets on Nuclear
PAID PROMOTIONAL CONTENT: This article has been prepared and paid for by Radiant Uranium Corp. (CSE: RUC; OTC: RUCCF; FSE: V0O0) and should not be considered independent editorial content. Full disclosure follows the Sources section below. The scientific and technical information in this article has been reviewed and approved by Tim Henneberry, P.Geo., a Qualified…
The AI Builders Sank. Oil, Pills and Groceries Rallied.
The Nasdaq Composite fell 4.5% in the week to Friday, October 16, closing at 26,140.03. Reuters called it the index’s sharpest weekly fall since June. In the same five sessions, the Dow Jones Industrial Average gained 0.7%. Those two numbers describe one market that moved in opposite directions. Companies selling the hardware behind artificial intelligence…
The Utilities Want More Nuclear. The Grid Decides How Fast
DISCLOSURE: AktieGo has a paid relationship with Radiant Uranium Corp. (CSE: RUC), unrelated to this article. This piece wasn’t paid for and doesn’t mention Radiant Uranium or any other company operating in the Athabasca Basin junior exploration space. Full disclosure below. On October 13, the Department of Energy said it plans to back the Tennessee…
One Year After the Squeeze, London Has Its Silver Back
DISCLOSURE: AktieGo has a paid relationship with Silver Pony Resources Corp. (CSE: PONY; FSE: BJ40; OTC: PONIF), unrelated to this article. This piece wasn’t paid for and doesn’t mention Silver Pony or any other company. Full disclosure below. One Year After the Squeeze, London Has Its Silver Back A year ago this week, London’s silver…
What Happens to 40% of the World’s Uranium If Russia Turns Off One Chemical?
DISCLOSURE: AktieGo has a paid relationship with Radiant Uranium Corp. (CSE: RUC), unrelated to this article. This piece wasn’t paid for and doesn’t mention Radiant Uranium or any other company operating in the Athabasca Basin junior exploration space. Full disclosure below. Uranium’s Quiet Squeeze: A Chemical Rule in Moscow and the Fuel the West Still…
Silver’s Strange Week: The Rate Hike That Couldn’t Kill the Rally
AktieGo has a paid relationship with Silver Pony Resources Corp. (CSE: PONY; FSE: BJ40; OTC: PONIF) unrelated to this article. This piece wasn’t paid for and doesn’t mention Silver Pony or any other company. Full disclosure below. The Fed hiked rates 25bp on September 16, its first increase since 2023. By the textbook, that should…
The AI Heat Problem: Small Cooling Stocks After Modine and AAON
A single high-density AI server rack now throws off more heat than a home furnace, multiplied across tens of thousands of racks in a single data center. Modine Manufacturing Company (NYSE: MOD) and AAON, Inc. (Nasdaq: AAON) both figured out how valuable that problem is and re-rated hard because of it. Three much smaller companies…
Canada’s Quiet Helium Boom, Behind the AI Supply Chain Crisis
A missile strike on a gas plant in Qatar in March knocked out close to a third of the world’s helium supply. Most people did not notice, because most people think helium is for balloons. Chipmakers noticed immediately, because there is no substitute for it anywhere in semiconductor manufacturing. Helium has no futures contract and…
Inside Nvidia’s $500B Financing Push and the China Risk Behind It
Nvidia’s $500 Billion AI Financing Bet Nvidia CEO Jensen Huang wants investors to stop thinking of GPUs as depreciating hardware and start thinking of them as infrastructure. On August 10, Nvidia announced memoranda of understanding with six of the world’s largest capital providers, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR, aimed at mobilizing more…
