Today’s top insights
COMPANIES · SPECTRAL CAPITAL
Spectral Capital: a $646.8 million first half. What comes next?
The revenue story has scale. Margins, integration and the path to profit deserve just as much attention.
Results analysis · Source: 12 Aug 2026
MARKETS · INFLATION
Inflation is back in the market’s way.
September’s price report puts the focus on energy costs, underlying inflation and the next earnings guidance.
Macro briefing · Source: 14 Oct 2026
AI & TECHNOLOGY · NVIDIA
NVIDIA’s growth is extraordinary. Expectations matter too.
The latest reported quarter is a starting point—not a substitute for examining what customers can earn from AI.
Results analysis · Source: 26 Aug 2026
AI & TECHNOLOGY · SEMICONDUCTORS
ASML puts the AI supply chain back in focus.
A strong quarterly report raises the next question: how much growth can the industry turn into delivered capacity?
Results briefing · Source: 14 Oct 2026
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