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AI
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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


AI
US Earnings
April's US earnings season is landing in a market that wants more than a good story. JPMorgan has already set a high bar with a strong result, and attention is now shifting to the engine room of the S&P 500: AI infrastructure where three companies are at the centre of that story.


Commodity
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US Earnings
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