Artificial intelligence (AI) was mostly a story of GPUs in 2025 – but analysts now say the spotlight is shifting. According to T. Rowe Price analyst Rahul Ghosh, the semiconductor trade in 2026 is tilting toward CPUs, as inferencing demand reshapes the supply chain. “It’s CPUs this year versus GPUs last year,” he told CNBC
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Emily
Artificial intelligence (AI) was mostly a story of GPUs in 2025 – but analysts now say the spotlight is shifting. According to T. Rowe Price analyst Rahul Ghosh, the semiconductor trade in 2026 is tilting toward CPUs, as inferencing demand reshapes the supply chain. “It’s CPUs this year versus GPUs last year,” he told CNBC
24President Donald Trump is weighing whether to pull the trigger and launch strikes against Iran — a move that could potentially expose the weaknesses of both Russia and China, according to experts. While Russia and China have sought to make inroads in areas of Africa and Latin America — presenting themselves as partners for infrastructure
President Donald Trump is weighing whether to pull the trigger and launch strikes against Iran — a move that could potentially expose the weaknesses of both Russia and China, according to experts. While Russia and China have sought to make inroads in areas of Africa and Latin America — presenting themselves as partners for infrastructure
25Oil prices face mounting fundamental pressure as potential shifts in global oversupply dynamics emerge, driven by China’s decelerating stockpiling, which is tied to the rise of electric vehicles curbing oil demand. However, short-term supply risks are expected to provide a counteracting risk premium. Analysts with ING Group believe that even as tensions in Iran and
Oil prices face mounting fundamental pressure as potential shifts in global oversupply dynamics emerge, driven by China’s decelerating stockpiling, which is tied to the rise of electric vehicles curbing oil demand. However, short-term supply risks are expected to provide a counteracting risk premium. Analysts with ING Group believe that even as tensions in Iran and
28Iran’s supreme leader has publicly acknowledged for the first time that thousands of people were killed during recent anti-government protests, according to reporting from the BBC, as President Donald Trump escalated his rhetoric and called for new leadership in Iran. Ayatollah Ali Khamenei made the remarks during a public address Saturday, blaming the U.S. for
Iran’s supreme leader has publicly acknowledged for the first time that thousands of people were killed during recent anti-government protests, according to reporting from the BBC, as President Donald Trump escalated his rhetoric and called for new leadership in Iran. Ayatollah Ali Khamenei made the remarks during a public address Saturday, blaming the U.S. for
25Iran’s Supreme Leader Ayatollah Ali Khamenei on Saturday lashed out at President Donald Trump, labeling him a ‘criminal’ and accusing the U.S. of orchestrating unrest that has erupted into the deadliest protests in decades. ‘The latest anti-Iran sedition was different in that the U.S. President personally became involved,’ Iranian media quoted Khamenei as saying, per Reuters. The
Iran’s Supreme Leader Ayatollah Ali Khamenei on Saturday lashed out at President Donald Trump, labeling him a ‘criminal’ and accusing the U.S. of orchestrating unrest that has erupted into the deadliest protests in decades. ‘The latest anti-Iran sedition was different in that the U.S. President personally became involved,’ Iranian media quoted Khamenei as saying, per Reuters. The
29Artificial intelligence is reshaping cybersecurity faster than many companies can adjust their defences. It is helping organisations spot threats earlier, automate responses, and patch vulnerabilities more quickly. But the same tools are also being used by cybercriminals to scale attacks, create smarter phishing, and exploit weaknesses at speed. A new survey from corporate insurer Axis
Artificial intelligence is reshaping cybersecurity faster than many companies can adjust their defences. It is helping organisations spot threats earlier, automate responses, and patch vulnerabilities more quickly. But the same tools are also being used by cybercriminals to scale attacks, create smarter phishing, and exploit weaknesses at speed. A new survey from corporate insurer Axis
33U.S. Ambassador to the United Nations Mike Waltz warned Iran during an emergency meeting of the Security Council that President Donald Trump ‘is a man of action’ who has ‘made it clear all options are on the table to stop the slaughter.’ Waltz said Thursday that, ‘We all have a responsibility to support the Iranian people and
U.S. Ambassador to the United Nations Mike Waltz warned Iran during an emergency meeting of the Security Council that President Donald Trump ‘is a man of action’ who has ‘made it clear all options are on the table to stop the slaughter.’ Waltz said Thursday that, ‘We all have a responsibility to support the Iranian people and
29US stocks rose on Friday as Wall Street attempted to close out a turbulent week on a positive note, with gains in technology and industrial shares helping lift the major averages despite lingering geopolitical and policy-related concerns. The S&P 500 climbed 0.3%, while the Dow Jones Industrial Average added about 100 points, or 0.2%. The
US stocks rose on Friday as Wall Street attempted to close out a turbulent week on a positive note, with gains in technology and industrial shares helping lift the major averages despite lingering geopolitical and policy-related concerns. The S&P 500 climbed 0.3%, while the Dow Jones Industrial Average added about 100 points, or 0.2%. The
28The company that owns the iconic luxury retailer Saks Fifth Avenue filed for bankruptcy late Tuesday. The move comes after Saks Global struggled with debt it took on to buy rival Neiman Marcus, lagging department store sales and a rising online market. It’s one of the largest retail collapses since the Covid pandemic, and casts
The company that owns the iconic luxury retailer Saks Fifth Avenue filed for bankruptcy late Tuesday. The move comes after Saks Global struggled with debt it took on to buy rival Neiman Marcus, lagging department store sales and a rising online market. It’s one of the largest retail collapses since the Covid pandemic, and casts
34Shopify stock price has moved into a correction, falling by 13% from its highest point in October last year. It was trading at $157 and could be at risk of more downside as it forms several risky chart patterns on the daily chart. Analysts are bullish on Shopify stock Wall Street analysts are still bullish
Shopify stock price has moved into a correction, falling by 13% from its highest point in October last year. It was trading at $157 and could be at risk of more downside as it forms several risky chart patterns on the daily chart. Analysts are bullish on Shopify stock Wall Street analysts are still bullish
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Emily is a passionate financial writer and market enthusiast with over a decade of experience in personal finance, stock market trends, and long-term investing strategies. With a background in economics and a love for simplifying complex financial topics, she helps readers make smarter money decisions with confidence. When she’s not analyzing charts or writing about the latest market moves, Emily enjoys hiking, strong coffee, and reading biographies of great investors.
