The archive
Every newsletter as it went out, filed by month: one issue a day for each, the world edition where there was one.
- Issues
- 83
- Newsletters
- 5
- Since
- 11 Sept 2026
November 2026
1 issue
Markets Weekly
AI chip rout deepens as Nvidia and AMD fallThe AI chip rout deepened this week as semiconductor heavyweights suffered double-digit declines, overshadowing a record quarter from AMD and a surge in data centre investor NextDC.
October 2026
2 issues
Markets Weekly
Ai stocks lead weekly market pullbackThe week delivered a sharp pullback in the valuation of the biggest AI bets.
Markets Weekly
Big tech shares fall as selected robotics and software stocks riseOver the five sessions to Friday, major share indices fell while selected robotics and software stocks rose.