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Explore how South Korea chip exports and AI memory supercycle trends drive demand for Nvidia, Micron, and EWY ETF investments on Nemo.
Aimee Silverwood | Financial Analyst
Published on 2 November 2026
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Discover how Rivian's Q3 earnings beat and R2 production ramp are accelerating the mass-market EV transition. Invest in themed baskets on Nemo.
Published on 1 November 2026
Discover how Amazon AWS AI growth drove record cloud revenue in Q3 while heavy capex spending divided investors. Explore tech sector insights on Nemo.
Published on 31 October 2026
Discover how Nvidia's $3bn investment in Meta and the Muse AI assistant shapes the AI infrastructure trade and big tech capital expenditure.
Explore why Alphabet and Amazon split Wall Street in 2026. Discover how AI spending fears and AWS cloud growth are impacting Big Tech earnings.
Published on 30 October 2026
Discover why Intel's 20% guidance drop signals a deeper PC market slowdown and how it affects semiconductor supply chains and investors.
Explore JetBlue stock restructuring news, rising fuel costs, and how US airline sector distress compares across carriers like Delta and United.
Discover how a $63bn off-balance-sheet deal for Broadcom chips and Anthropic compute by Blackstone and Morgan Stanley is reshaping AI infrastructure finance.
Published on 29 October 2026
Explore how Lula's re-election impacts US-listed Brazil stocks like Petrobras, Vale and Itau Unibanco amid shifting fiscal policy and currency swings.
Published on 28 October 2026
Explore what DoorDash acquiring Instacart means for delivery margins, DASH and CART stocks, and the future of on-demand grocery consolidation.
Published on 27 October 2026
Explore how TikTok's gigawatt compute hunt impacts Oracle, Nvidia, and data-centre real estate. Discover thematic AI infrastructure investing on Nemo.
Published on 26 October 2026
Explore Bloom Energy's earnings beat, cash burn concerns, and how data centre power demand links fuel cells, Vertiv, and Nvidia in a thematic Neme.
Published on 24 October 2026
Discover how Boeing's 737 MAX 10 FAA certification boosts the aerospace supply chain, clearing delivery backlogs for suppliers like Spirit AeroSystems.
Discover how American Express raised its profit forecast while cutting staff, signaling strong resilience among affluent consumers across luxury stocks.
Explore how SpaceX's reported cell tower plans could impact AST SpaceMobile and the wider orbital economy. Discover thematic investing with Nemo.
Published on 23 October 2026
Discover how Moderna's melanoma vaccine data leak impacted MRNA stock, Merck partnership trials, and market confidence for Pfizer and BioNTech.
Explore how AI data demand is driving storage pricing power for Western Digital, Seagate, and Micron. Invest in AI storage stocks with Nemo.
Explore Tesla's Q3 earnings beat. Discover how delivery rebounds and energy storage growth offset heavy AI and robotaxi spending for investors.
Published on 22 October 2026
Discover how Meta's $25 billion Cambridge Analytica verdict impacts Big Tech advertising and which rivals like Alphabet and Snap stand to benefit.
Discover how the PHP2Shell vulnerability is driving demand for AI threat detection stocks. Explore thematic baskets on Nemo.
Discover how Northrop Grumman's earnings beat and record backlog signal a strong defence sector outlook. Explore single stocks and defence ETFs on Nemo.
Published on 21 October 2026
Discover how Strait of Hormuz attacks drive crude oil prices higher and explore energy majors like Exxon Mobil, Chevron, and ConocoPhillips on Nemo.
Explore Super Micro's AI server demand surge and its impact on infrastructure stocks. Invest in thematic baskets with fractional shares on Nemo.
Explore how Apple's rumored touchscreen MacBook and new operations leadership could impact key chip, display, and touch-sensor stock suppliers.
Published on 20 October 2026
Discover how ASML's bulging backlog and TSMC's soaring profits signal a multi-year supercycle in semiconductor supply chain momentum on Nemo.
Published on 17 October 2026
Explore Waymo's expansion into Toronto and invest in the global autonomous vehicle ecosystem with fractional shares on Nemo.
Explore how the $6.3bn Proofpoint Varonis acquisition reshapes cybersecurity M&A, data security consolidation, and investment opportunities.
Discover how FAA approval for Boeing's 737 MAX 10 could unlock a massive delivery backlog and boost aerospace supply chain stocks on Nemo.
Rocket Lab delays its Neutron rocket to 2027, pressuring shares. Discover what this means for space investing and market competition.
Published on 16 October 2026
Netflix replaces its content chief with Peter Rice and cuts 6% of its workforce. Explore the strategic shift, streaming competition, and stock impact.
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