Insights

Hand holding a phone earning a lot of money via prediction markets.

Easy money? Or Risky Business?

Prediction markets are having a moment, drawing attention for their ability to turn real-world uncertainty into tradable probabilities. But behind the buzz lies a more complicated story about

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Ready, set, IPO!

The IPO market is having a moment again, but this time the story is not being led by a broad base of mid-sized companies. Instead, it is being defined by

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The Physical Turn

The market has delivered a clear verdict: the physical foundations of AI are currently a much more lucrative bet than the applications built on top of them

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Insights

Dressed To Scare

Oil, AI and interest rates all look positively frightening this October. The data underneath is more reassuring than the mask

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Riding The K-Waves

With South Korea’s grand strategy of introducing the K-Wave internationally, it should come to no surprise that this extends to the semi conductor industry too. What has happened in

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