In the wake of recent US-China trade talks, stock futures are showing signs of cautious retreat. The Dow Jones futures dropped 0.5%, while the Nasdaq 100 and S&P 500 futures slid by 0.3% each. Liam Gerald, senior financial analyst at Zxperts, dives into how these shifts reflect broader market sentiments—and what investors might watch next. A Market Pausing for Breath After several weeks of heightened activity, fueled in part by a tech rally led by Nvidia, markets are taking a moment to digest new information. The easing of tariffs between the US and China earlier this week initially sparked optimism,...
Wired for Growth, Powered by Atoms: How AMD and Oklo Reflect Diverging Paths in Tech-Driven Markets
In a year defined by AI momentum and infrastructure reboots, two companies—Advanced Micro Devices (AMD) and Oklo—are making waves for very different reasons. AMD continues to capture market share in the semiconductor landscape, riding demand for its AI chips, while Oklo, a nuclear energy startup, has surged on promising developments in clean power for the AI age. Together, these stories offer a snapshot of a tech-fueled economy expanding at both the silicon and energy levels. Victor Grant, a senior financial analyst at Horizon28, breaks down what’s propelling each company—and the caution signs beneath the headlines. AMD: Expanding in AI, With...
AI Ambitions in the Desert: Saudi Arabia’s Strategic Tech Leap Draws U.S. and Silicon Valley Support
In a high-profile convergence of diplomacy and digital ambition, Saudi Arabia has launched a $100 million artificial intelligence fund backed by Google, forming part of a broader wave of U.S.-Saudi investment deals unveiled during the latest visit by America’s current president to Riyadh. The AI-focused venture capital push, led by Saudi firm STV, underscores the kingdom’s determination to become a global AI innovation hub, while deepening ties with major U.S. technology players. Alongside infrastructure partnerships with Amazon Web Services, Nvidia, and AMD, Saudi Arabia is signaling that its economic diversification plan is as much about machine learning as it is...
Global Assembly, Local Politics: Why Apple’s Supply Chain Still Lives Abroad
As trade tensions between the U.S. and China ease, Apple finds itself at a familiar crossroads: balancing global production strategies with domestic political expectations. With tariffs on Chinese goods reduced from 125% to 10%, the tech giant may be breathing a little easier. But its long-standing reliance on overseas manufacturing remains under scrutiny, especially as the company doubles down on partnerships with India and distances itself, at least in part, from China. Amid this evolving landscape, Apple has reaffirmed its profit-first strategy, even as political pressure mounts to bring production closer to home. A financial strategist from Horizon28, Drazen Kirin,...
Tariffs, Inventory, and Uncertainty: Why Retail’s Rebound Remains on Thin Ice
The retail sector may have dodged the worst of the trade war, for now. A temporary reduction in U.S.–China tariffs has slowed the bleeding, but the industry’s larger concerns are far from over. With price hikes looming, guidance withdrawals mounting, and inventory timelines closing in, many retailers are bracing for a turbulent second half of the year. The 90-day tariff pause, which lowered duties from 145% to 30%, may have bought some time, but it hasn’t solved the deeper issues of consumer fatigue and global supply chain friction. A financial analyst from Horizon28, Wendy Waalen, explores the longer-term risks facing...
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