The Southeast Asia data center construction market is projected to expand significantly, with an estimated CAGR of 17.83% between 2025 and 2031. Key trends include a shift towards sustainability, with renewable energy sources like green hydrogen and solar power gaining traction. Liquid cooling and advanced data center technologies are being adopted to support high-density computing and AI workload...
The Southeast Asia data center construction market is projected to expand significantly, with an estimated CAGR of 17.83% between 2025 and 2031. Key trends include a shift towards sustainability, with renewable energy sources like green hydrogen and solar power gaining traction. Liquid cooling and advanced data center technologies are being adopted to support high-density computing and AI workloads. Geographically, Malaysia is set to dominate by 2031, thanks to strong connectivity and infrastruc
Creator of Politidex hopes free online app will help humanise politics and act as a way of ‘flipping the narrative’ The year is 2016 and Pokémon Go has taken over the world. People are wandering for miles on end, disrupting concerts , and even slamming into poles in their attempts to capture fantastical cartoon creatures. Ten years later, a new generation are flocking to another Pokémon-inspired g...
Creator of Politidex hopes free online app will help humanise politics and act as a way of ‘flipping the narrative’ The year is 2016 and Pokémon Go has taken over the world. People are wandering for miles on end, disrupting concerts , and even slamming into poles in their attempts to capture fantastical cartoon creatures. Ten years later, a new generation are flocking to another Pokémon-inspired game. Instead of Pikachu, Charizard and Blastoise, however, players are catching and training up their local politicians in order to build their own political parties. Some MPs are even catching themselves. Continue reading...
3i Group plc press release ( TGOPF ): FY NAV per share of 3,030 pence at March 31, 2026 (March 31, 2025: 2,542 pence). Total return of £5,304M, or 22%, on opening shareholders’ funds (2025: £5,049M, 25%). The company announced a buyback program of up to £750M, aimed at reducing share capital, intended for completion before December 31, 2026. Total dividend of 84.5 pence per share for FY2026, with ...
3i Group plc press release ( TGOPF ): FY NAV per share of 3,030 pence at March 31, 2026 (March 31, 2025: 2,542 pence). Total return of £5,304M, or 22%, on opening shareholders’ funds (2025: £5,049M, 25%). The company announced a buyback program of up to £750M, aimed at reducing share capital, intended for completion before December 31, 2026. Total dividend of 84.5 pence per share for FY2026, with a second FY2026 dividend of 48.0 pence per share to be paid in July 2026, subject to shareholder approval. More on 3i Group plc 3i Group: Cyclical Slowdown Doesn't Change Long-Term Growth Story 3i Group plc (TGOPY) Analyst/Investor Day - Slideshow 3i Group plc (TGOPY) Analyst/Investor Day Transcript Historical earnings data for 3i Group plc Dividend scorecard for 3i Group plc
Hello, this is Philip Glamann in Beijing, which is winding down a day of pageantry for Donald Trump and Xi Jinping. Marching bands blared and honor guards paraded. Red carpets were walked and youngsters cheered. In short, Xi gave Trump the kind of reception he said he wanted so badly . Well, without a hug — at least in public. Besides the style, there was also some substance during the first visit...
Hello, this is Philip Glamann in Beijing, which is winding down a day of pageantry for Donald Trump and Xi Jinping. Marching bands blared and honor guards paraded. Red carpets were walked and youngsters cheered. In short, Xi gave Trump the kind of reception he said he wanted so badly . Well, without a hug — at least in public. Besides the style, there was also some substance during the first visit by a US president to China since 2017. First and foremost, the acrimony of the trade wars appears gone. Xi and Trump shook hands and were all smiles during a ceremony in a plaza just outside the Great Hall of the People. Later, when the two leaders and their teams sat down before cameras, Xi said that he had “always believed that the common interests between China and the US outweigh their differences.” Trump reciprocated the bonhomie, calling Xi “a great leader” and saying relations between the two sides would be “better than ever.” He also invited Xi to the White House in September. That doesn’t mean it was all smooth sailing. Xi delivered a sharp message on Taiwan when he met with Trump for some two and a half hours. Lest anyone forget that the status of the democracy of 23 million people is the reddest of Xi’s red lines, he warned about the potential for a conflict if the issue is mismanaged, saying that could push “the entire China-US relationship into a highly dangerous situation.” The worry by some is that could imperil a truce in the trade war that the two men clinched last year in South Korea, one that otherwise appears solidly intact. That’ll be a relief to investors, and it suggests the door remains open to deals on things like purchases of semiconductors, airplanes and agricultural goods by China and flows of critical rare earth materials for the US. The White House hinted at that after Xi and Trump met, saying they discussed stepping up trading of farm goods and oil. Check out some of our biggest stories of the summit so far: Trump has the big CEOs but Xi has ...
Discovery Silver press release ( DSVSF ): Q1 GAAP EPS of $0.10. Revenue of $285M misses by $6.78M . Adjusted net earnings of $82.7M or $0.10/share versus $113.5M or $0.14/share in Q4 2025 ($0.05/share earnings contribution in Q4 2025 from income tax recovery. Gold production of 60,269 oz, with production to be weighted to the second half of the year All in sustaining costs (“AISC”)/oz averaged $2,...
Discovery Silver press release ( DSVSF ): Q1 GAAP EPS of $0.10. Revenue of $285M misses by $6.78M . Adjusted net earnings of $82.7M or $0.10/share versus $113.5M or $0.14/share in Q4 2025 ($0.05/share earnings contribution in Q4 2025 from income tax recovery. Gold production of 60,269 oz, with production to be weighted to the second half of the year All in sustaining costs (“AISC”)/oz averaged $2,041; Site-level AISC/oz averaged $1,875/oz More on Discovery Silver Corp. Discovery Silver: Porcupine Alone Is Worth The Market Cap Discovery Silver Corp. (DSV:CA) Analyst/Investor Day Transcript Discovery Silver Corp. (DSV:CA) Analyst/Investor Day - Slideshow Discovery Silver Non-GAAP EPS of $0.14, revenue of $274.24M; initiates FY26 outlook Historical earnings data for Discovery Silver Corp.
Chipmaker Cerebras is set to make its U.S. market debut later on Thursday, as it looks to ride a wave of investor euphoria for companies that are at the heart of the artificial intelligence boom. The firm's IPO is the largest this year and comes as AI-linked stocks push broader markets to record highs despite challenges to global growth stemming from the Middle East conflict. The Sunnyvale, Cal...
Chipmaker Cerebras is set to make its U.S. market debut later on Thursday, as it looks to ride a wave of investor euphoria for companies that are at the heart of the artificial intelligence boom. The firm's IPO is the largest this year and comes as AI-linked stocks push broader markets to record highs despite challenges to global growth stemming from the Middle East conflict. The Sunnyvale, California-based chipmaker, which is a competitor to industry juggernaut Nvidia, raised $5.55 billion in an upsized offering, implying a valuation of $56.43 billion on a fully diluted basis.
Workers manufacture four-wheel all-terrain vehicles for export at a workshop in Wuyi county, Zhejiang province, on May 13, 2026. Photo: VCG Morgan Stanley raised its forecast for China’s economic growth this year, citing stronger-than-expected momentum from exports tied to global artificial intelligence (AI) and the green energy transition, while warning that the country’s domestic economy remains...
Workers manufacture four-wheel all-terrain vehicles for export at a workshop in Wuyi county, Zhejiang province, on May 13, 2026. Photo: VCG Morgan Stanley raised its forecast for China’s economic growth this year, citing stronger-than-expected momentum from exports tied to global artificial intelligence (AI) and the green energy transition, while warning that the country’s domestic economy remains weak and increasingly divided. The Wall Street bank lifted its projection on May 13 for China’s 2026 real gross domestic product growth to 4.8%, up 0.1 percentage point from its previous forecast.
DP World Ltd. remains “bullish” on its expansion plans in Africa, even as the continent faces inflation from the Iran war caused by surging fuel prices, according to its regional head. The global logistics giant is continuing its expansion plans for ports and infrastructure from Mozambique to Congo. It has invested as much as $4 billion in the last five years across the continent, and plans to com...
DP World Ltd. remains “bullish” on its expansion plans in Africa, even as the continent faces inflation from the Iran war caused by surging fuel prices, according to its regional head. The global logistics giant is continuing its expansion plans for ports and infrastructure from Mozambique to Congo. It has invested as much as $4 billion in the last five years across the continent, and plans to commit another $4 billion to new port development corridors and logistics, said Mohammed Akoojee , DP World’s chief executive officer and managing director for Africa. Still, the surge in petrol and diesel costs used in operations threatens to dampen economic activity across the continent. “We’ve got to increase our pricing and that’s not great because that results in inflation,” he told Bloomberg Television in an interview on the sidelines of a conference in Kigali, Rwanda. “I think the impact on the consumer and the economies in Africa with what’s going on in Iran, will start flowing through.” “Certainly, if this war continues and the Strait of Hormuz remains closed, then there’ll be a deeper impact on Africa,” he added. The maritime entrance to the Persian Gulf has been effectively shut since the start of US-Israel attacks on Iran in late February. That’s choked off a fifth of the world’s oil and gas shipments with crude regularly trading above $100 a barrel. DP World operates more than 7,000 trucks across Africa and has faced a roughly 75% increase in fuel prices in South Africa, home to its largest fleet. Those cost pressures ultimately get passed on to customers. The closure of the strait has disrupted some shipping corridors into Africa by isolating DP World’s major Jebel Ali hub in Dubai, according to Akoojee. This has in turn affected cargo flows to Berbera in Somalia and onward into Ethiopia. “That has been something we’re having to deal with.” he said. Investment is increasingly going into infrastructure that also connects ports to regional supply routes, including ...
akinbostanci/iStock via Getty Images Introduction The underlying theme in the AI Infrastructure cycle seems to be evolving. Clusters are moving from tens to potentially hundreds of thousands of GPUs, and suddenly, the challenge is not just chip-based scalability but also connectivity stability and resilience. Credo Technology Group ( CRDO ) seems poised to benefit more than ever from this trend. T...
akinbostanci/iStock via Getty Images Introduction The underlying theme in the AI Infrastructure cycle seems to be evolving. Clusters are moving from tens to potentially hundreds of thousands of GPUs, and suddenly, the challenge is not just chip-based scalability but also connectivity stability and resilience. Credo Technology Group ( CRDO ) seems poised to benefit more than ever from this trend. The company's position in the Active Electrical Cable (AECs) space is no longer the main story, at least in my opinion. Credo seems to be evolving into a comprehensive reliability platform across the copper, optics, telemetry, and eventually near-package optical spaces. Q4 Earnings Could Redefine Credo’s AI Story Credo releases Q4 FY2026 results on June 2, where the consensus expects a $433 million top line with $1.03 EPS , up 155% and 195% year-over-year, respectively. The outlook has been moving aggressively higher, with 12 upward EPS estimates and 11 upward revenue estimates made by analysts over the last three months with no downgrades. Investors need to watch out for the progress of ZeroFlap optics, 200G per lane, customer diversification, and official management increase in confidence regarding fiscal 2027 performance. Guidance for gross margin will be crucial since the market is viewing Credo beyond its role as an AEC provider to an AI connectivity platform. Data by YCharts Credo's Evolution Into Something More Than AEC My views about Credo have changed significantly over the course of the year. When I first started looking at the company, I was focused on its positioning as a beneficiary of AEC adoption by hyperscalers. The thesis played out much better than I expected. Revenues surged exponentially, demand for AECs increased, and Credo turned out to be among the most profitable names in the broader AI Infrastructure space. In case you are not familiar with AECs, they are essentially high-speed “smart cables” used inside AI data centers to connect GPUs, servers, and ...