Paul Jackson

Nvidia’s China Puzzle Is Back in Focus Ahead of Earnings

Approved on paper, frozen in practice Nvidia’s China story just became more complicated again. According to Reuters, the US has approved around 10 Chinese firms to purchase Nvidia’s H200, the company’s second-most powerful AI chip, including major names such as

Top 3 Quantum Computing Stocks to Watch in 2026

Why quantum deserves a closer look now The reason quantum is getting more interesting is not because the technology is suddenly mature. It is because the sector is finally starting to separate into three buckets: companies with actual customer traction,

Stocks Mixed as Hot PPI Keeps Inflation Pressure in Focus

Hot wholesale inflation gave markets another reason to pause US stocks opened mixed on Wednesday as investors digested a hotter-than-expected producer inflation print and tried to assess what it means for rates, margins, and the broader inflation path. The Dow

Silver Is Starting to Join Copper in the AI Buildout Trade

Copper has become the market’s clearest AI metal The market has already made one thing pretty clear: copper is no longer trading like just another cyclical industrial metal. Reuters reported earlier this year that copper’s rally has been driven by

Apex Critical Metals Joins Sprott’s New Rare Earth ETF

Apex just moved onto a bigger rare earth stage Apex’s inclusion in Sprott’s new ETF is meaningful because it places the company inside a much more visible ex-China rare earth basket, not just inside the usual junior-explorer flow. In its

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