
Blog
In brief The AI boom is no longer just a software story. It is built from data centers, chips, cooling systems, grid connections and vast amounts of capital. Oracle, Dell and TSMC
Blog
Executive Summary Volkswagen is losing significant ground in China. In the first half of 2026, group deliveries there fell by 25.9 percent. At the same time, pressure from Chinese

Blog
AI Stocks 2026: Boom, Bubble — or Both? Summary AI stocks remain one of the market’s dominant themes in 2026. Investor discussions are no longer only about Nvidia. Memory chips, da