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Google TPU chips and NVIDIA: What the AI chip war means for markets

For the past three years, investing in artificial intelligence (AI) infrastructure has followed a relatively simple logic: find the companies building the picks and shovels for the gold rush. At the top of that list sat one name: NVIDIA.

GO Markets

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May 20, 2026

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what happens if the Strait of Hormuz closes, why oil flow matters more than inventory, how much oil passes through Hormuz each day, Brent crude outlook after Hormuz disruption, how Hormuz affects global inflation, can OPEC replace lost Hormuz supply, what is a flow shock in oil markets, how long can inventories offset an oil supply disruption

The Hormuz crisis explained: What happens when the world’s key oil chokepoint stops flowing?

GO Markets

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March 19, 2026

The 2026 AI playbook: what is powering the AI trade?

GO Markets

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March 18, 2026

Australian defence spending, defence procurement Australia, Austal Landing Craft Heavy, DroneShield counter-drone, EOS LAND 156, Codan defence communications, HighCom ADF support, ASX military stocks, sovereign capability Australia, naval shipbuilding ASX

ASX defence stocks explained: 5 names to watch in 2026

GO Markets

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March 16, 2026

This week could decide the 2026 macro narrative | GO Markets week ahead

GO Markets

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March 13, 2026

7 global commodity stocks to watch as the Iran war reshapes markets

GO Markets

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March 13, 2026

Top LATAM crypto stocks to watch in 2026

GO Markets

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March 12, 2026