Goldman Sachs identifies heavy-asset infrastructure firms as the next primary drivers of market performance, moving beyond AI-driven valuation gains.
Global markets falter as the Iran ceasefire collapses, driving oil prices higher and reigniting inflation concerns for the broader economy.
Record global military spending and new autonomous-system budgets are forcing a shift in investor focus from traditional defense primes to agile tech firms.
Rising biofuel mandates are creating winners in agriculture while refiners navigate production shortfalls and binary policy risks.
Natural diamonds struggle as lab-grown alternatives and weak demand force major price cuts and strategic pivots in the luxury sector.
