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Market Pulse | High-signal updates for investors and operators

Market Pulse · Global · Daily high-signal market updates for investors and operators | Showing 7 of 7

Market Pulse | High-signal updates for investors and operators

Daily stream of high-signal market updates and intelligence. Refreshed every day.

Market Pulse · Global · Showing 7 of 7

Zurich Insurance: Billion-dollar questions in the data center buildout | 12 Jun 2026

- **Matt Wagner:** [[00:00:34](https://youtu.be/FDoAQqXQOPE?si=6KGGKkRFMr8zp62y&t=34s)] Regional Vice President of Construction Property for the East Region at Zurich US (Host). - **Toby Cushing:** [[00:00:41](https://youtu.be/FDoAQqXQOPE?si=6KGGKkRFMr8zp62y&t=41s)] US Head of Construction at Zurich. - **Steve Penright:** [[00:00:45](https://youtu.be/FDoAQqXQOPE?si=6KGGKkRFMr8zp62y&t=45s)] Head of Underwriting for…

Jun 14, 2026·Markets & Investments
Zurich Insurance: Billion-dollar questions in the data center buildout | 12 Jun 2026

Fed Fighting FOMO | May 27, 2026 | Torsten Slok's The Daily Spark | Apollo Global

Sources: Bloomberg, Macrobond, Apollo Chief Economist > **Apollo**: Normally, when interest rates rise, spending that requires financing slows. This is what we are seeing for housing and autos. Both those sectors are very sensitive to higher rates. But the data center buildout is different. It doesn’t matter what the Fed does. There is FOMO among hyperscalers, and AI spending is not sensitive to higher interest…

May 27, 2026
·Markets & Investments
Fed Fighting FOMO | May 27, 2026 | Torsten Slok's The Daily Spark | Apollo Global

Huawei's 1.4nm Claim Has The Chip Industry Talking | AIM Network

**01. The End of Moore's Law & The Dawn of TAU [[00:00:01](https://youtu.be/tZimAoqjQmw?t=1s)]** - **The Traditional Paradigm:** For over 50 years, the global semiconductor industry—led by giants like Intel, TSMC, and Nvidia—has lived by a single rule: make transistors smaller to build faster chips. - **The Physical and Financial Wall:** The industry has hit a wall where transistors are so small that electrons…

May 26, 2026·Technology
Huawei's 1.4nm Claim Has The Chip Industry Talking | AIM Network

Chart of the Day | C:\Takes | Coatue

Coatue: **Cash flow is transferring from hyperscalers to AI infrastructure.**

May 18, 2026·Technology
Chart of the Day | C:\Takes | Coatue

https://gqg.com/insights/dire-straits/

*Dire Straits: Navigating 2026: A turbulent echo of 2022 (17 Apr 2026) | Rajiv Jain | CIO Perspectives | GQG Partners*

Apr 21, 2026·Markets & Investments
https://gqg.com/insights/dire-straits/

How Supply Constraints Are Defining Electronics Pricing | The Decisive | S&P Global Market Intelligence

**[[00:00:15](https://youtu.be/VzMnHzzPb9s?t=0h0m15s)] Podcast Introduction & Context** - **Host:** Kristen Hallum [[00:00:15](https://youtu.be/VzMnHzzPb9s?t=0h0m15s)]. - **Expert Guest:** Yan Hang, Economist with the Pricing and Purchasing team at S&P Global Market Intelligence [[00:00:23](https://youtu.be/VzMnHzzPb9s?t=0h0m23s)]. - **Source:** Excerpt from a **March 12th** client webinar, projecting the…

Apr 21, 2026·Markets & Investments
How Supply Constraints Are Defining Electronics Pricing | The Decisive | S&P Global Market Intelligence

Why Chinese AI Is Suddenly So Good (ft. DeepSeek, SeeDance 2.0) | AB Explained

> This video provides a deep dive into the rapid ascent of Chinese Artificial Intelligence (AI), specifically focusing on how companies like **DeepSeek** and **ByteDance** have managed to challenge Western dominance despite severe hardware restrictions. **1. The AlphaGo Catalyst & The "Sputnik Moment"** - **The Origin Point:** The shift in humanity's relationship with AI is traced back to **March 10, 2016**…

Apr 14, 2026·Technology
Why Chinese AI Is Suddenly So Good (ft. DeepSeek, SeeDance 2.0) | AB Explained
Source
Markets & InvestmentsPodcastSemiconductors
+11 more tag
Technology

Zurich Insurance: Billion-dollar questions in the data center buildout | 12 Jun 2026

  • Matt Wagner: [00:00:34] Regional Vice President of Construction Property for the East Region at Zurich US (Host).
  • Toby Cushing: [00:00:41] US Head of Construction at Zurich.
  • Steve Penright: [00:00:45] Head of Underwriting for…
View Full Article
UJ
Jun 14, 2026
Source
AIMarkets & InvestmentsReport, Blogs & Insights
Source
ChinaPodcastSemiconductors
+11 more tag
Technology
Source
AIReport, Blogs & InsightsSemiconductors
+1
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Podcast
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EquityMarkets & InvestmentsPodcast
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Semiconductors
Source
AIChinaPE/VC
+33 more tags
Podcast
+1
1 more tag
Semiconductors

Fed Fighting FOMO | May 27, 2026 | Torsten Slok's The Daily Spark | Apollo Global

Sources: Bloomberg, Macrobond, Apollo Chief Economist

Apollo: Normally, when interest rates rise, spending that requires financing slows. This is what we are seeing for housing and autos. Both those sectors are very sensitive to higher rates. But the data center buildout is different. It doesn’t matter what the Fed does. There is FOMO among hyperscalers, and AI spending is not sensitive to higher interest…

View Full Article
UJ
May 27, 2026

Huawei's 1.4nm Claim Has The Chip Industry Talking | AIM Network

01. The End of Moore's Law & The Dawn of TAU [00:00:01]

  • The Traditional Paradigm: For over 50 years, the global semiconductor industry—led by giants like Intel, TSMC, and Nvidia—has lived by a single rule: make transistors smaller to build faster chips.
  • The Physical and Financial Wall: The industry has hit a wall where transistors are so small that electrons…
View Full Article
UJ
May 26, 2026
1 more tag
Technology

Chart of the Day | C:\Takes | Coatue

Coatue: Cash flow is transferring from hyperscalers to AI infrastructure.

View Full Article
UJ
May 18, 2026
Markets & Investments
US
+22 more tags
SemiconductorsEquity

https://gqg.com/insights/dire-straits/

Dire Straits: Navigating 2026: A turbulent echo of 2022 (17 Apr 2026) | Rajiv Jain | CIO Perspectives | GQG Partners

View Full Article
UJ
Apr 21, 2026

How Supply Constraints Are Defining Electronics Pricing | The Decisive | S&P Global Market Intelligence

[00:00:15] Podcast Introduction & Context

  • Host: Kristen Hallum [00:00:15].
  • Expert Guest: Yan Hang, Economist with the Pricing and Purchasing team at S&P Global Market Intelligence [00:00:23].
  • Source: Excerpt from a March 12th client webinar, projecting the…
View Full Article
UJ
Apr 21, 2026
Semiconductors
Technology

Why Chinese AI Is Suddenly So Good (ft. DeepSeek, SeeDance 2.0) | AB Explained

This video provides a deep dive into the rapid ascent of Chinese Artificial Intelligence (AI), specifically focusing on how companies like DeepSeek and ByteDance have managed to challenge Western dominance despite severe hardware restrictions.

1. The AlphaGo Catalyst & The "Sputnik Moment"

  • The Origin Point: The shift in humanity's relationship with AI is traced back to March 10, 2016…
View Full Article
UJ
Apr 14, 2026