Wall Street’s AI Rally Faces a US$3.55 Trillion Revenue Hurdle
: The US AI build-out may require US$3.55 trillion in annual revenue by 2032 to earn a 10% return, testing valuations and capital discipline.
Trusted Insights. Asian Perspective.
: The US AI build-out may require US$3.55 trillion in annual revenue by 2032 to earn a 10% return, testing valuations and capital discipline.
: Schedule changes at a major Riyadh energy congress show how regional attacks can influence executive travel, industry engagement and wider investment risk.
: The European Union has expanded its Russia sanctions regime with nearly 1,600 new listings, increasing scrutiny of military supply chains and cross-border compliance.
: Ørsted is buying the remaining 49.9% of Gunfleet Sands 1 and 2 for about £15 million, consolidating control of the 172MW British offshore wind asset.
AI’s rapid infrastructure build-out is increasing power demand, creating investment opportunities while placing corporate climate commitments under greater scrutiny.
AI is lowering the cost and increasing the scale of cyberattacks, forcing boards and investors to examine safeguards, governance and recovery capabilities.
Gold prices held steady as investors awaited fresh US inflation data, with markets weighing the Federal Reserve’s rate outlook against geopolitical risk and elevated bond yields.
Amazon is reportedly in talks to acquire AI startup Decart for around US$7 billion, adding chip-optimisation software and world-model research to its AI infrastructure strategy.
AI is giving supermarkets and fast-food chains the ability to change prices more quickly, raising new questions over dynamic pricing, personalised costs and consumer fairness.
Marvel Television has announced Zodiac, a new live-action spy thriller coming to Disney+ in 2028, with production beginning in London in spring 2027.