Actionable market insights and expert commentary — curated to help you invest smarter.
Explore Disney's lawsuit against the FCC over ABC station licences, regulatory risks for broadcasters like Nexstar and Sinclair, and investment impacts.
Aimee Silverwood | Financial Analyst
Published on 18 September 2026
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Explore how the $24.3bn F-35 Saudi Arabia sale impacts defence stocks like Lockheed Martin and RTX. Invest in thematic baskets on Nemo.
Discover how the Fed rate hike in 2026 impacts Wall Street, regional bank stocks, and mortgage lenders. Learn what retail investors should watch next.
Published on 17 September 2026
Explore how SK Hynix and Intel are reportedly discussing an Ohio memory manufacturing partnership to reshape the US AI supply chain and HBM production.
Discover why Generac's $2.4bn Amazon deal highlights the critical role of backup power in the AI infrastructure buildout. Invest with Nemo.
Explore OpenAI's reported $1.2T valuation and how it signals durable AI compute demand for NVIDIA, Micron, and Broadcom chip stocks.
Published on 16 September 2026
Discover how the NHTSA probe into Tesla's Cybercab self-certification impacts robotaxi regulations, TSLA stock, and autonomous vehicle investments.
Discover why major chip stocks like Nvidia and Micron are sliding after industry CEOs called for a slower pace of AI development. Read the full analysis.
Published on 15 September 2026
Waymo launches public robotaxi rides in Las Vegas. Explore Alphabet robotaxi stock, autonomous vehicle expansion and thematic investing on Nemo.
Crude has surpassed $100 a barrel following Strait of Hormuz tensions. Explore the impact on energy stocks like Exxon, Chevron, and ConocoPhillips on Nemo.
Published on 14 September 2026
Explore how SpaceX's $1.11bn monthly AI compute deal is reshaping the space economy and what it means for space infrastructure stocks like RKLB, ASTS, and KTOS.
Explore how Microsoft's plan to reach 38GW data centre capacity by 2032 impacts AI chip suppliers like Nvidia and Broadcom in our latest thematic investing guide.
Published on 13 September 2026
Nvidia is reportedly in talks to anchor Anthropic's historic IPO. Explore the impact on NVDA stock and the future of AI infrastructure investments on Nemo.
Published on 12 September 2026
Explore the iPhone 18 Pro launch and Apple's focus on camera technology vs. AI integration. Analyse the impact on the iPhone upgrade cycle and investor outlook.
Boeing reaches a tentative agreement with its engineers' union, averting potential disruption to 737 MAX production. Analyse the impact on Boeing and its supply chain.
Discover why IBM and Lockheed Martin are partnering in Switzerland to bridge the gap between quantum research and real-world defence applications.
Published on 11 September 2026
Rising Fed rate hike odds and 30-year Treasury yields are putting bank stocks in focus. Explore how inflation data impacts regional banking investments on Nemo.
Corning and Verizon have signed a multi-billion dollar fiber supply deal through 2032. Discover what this means for AI infrastructure and broadband investment.
Published on 10 September 2026
Explore what the Analog Devices $1.35bn Alif Semiconductor acquisition means for physical AI and power management investment themes on Nemo.
Explore what the Qualcomm-AWS multi-generation partnership means for AI data centre chips, custom silicon competition, and the broader AI infrastructure market.
Published on 9 September 2026
Explore the potential of Meta's Muse AI assistant, the impact on Meta stock, and how it competes in the global AI personal assistant race for market dominance.
Explore the impact of China's rare earth export halt on the US supply chain. Analyse key stocks like MP Materials, Energy Fuels, and Materion on Nemo.
Published on 8 September 2026
Explore the investment potential of SLB's Kelvion acquisition. Understand the pivot from oilfield services to AI data centre cooling infrastructure on Nemo.
Published on 7 September 2026
Explore the investment impact of the $5bn Saudi Arabia JDAM-ER arms deal. Analyse prime defense contractors like Lockheed Martin and RTX with Nemo's thematic guides.
Published on 6 September 2026
Explore how Volkswagen's 50,000 job cuts and Future Plan 2030 could impact the competitive dynamics for Toyota, GM, and Ford in the global EV market.
Discover how Walmart’s store-powered logistics and new partnerships are challenging DoorDash and Uber Eats in the evolving grocery and meal delivery sector.
Discover how the August jobs report has reshaped Fed rate cut expectations and triggered volatility in regional bank stocks and rate-sensitive sectors.
Published on 5 September 2026
As Anil Chakravarthy takes the helm at Adobe, we analyse the company's AI monetisation strategy and what this leadership change signals for enterprise software stocks.
NHTSA has launched a probe into Tesla's Cybercab. Explore how this regulatory investigation impacts Tesla, Alphabet, Uber, and the autonomous vehicle ecosystem.
Explore the impact of Chevron's Venezuela oil venture on US energy stocks. Discover how refiners and midstream firms are positioned for the shift with Nemo.
Published on 4 September 2026
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