by Cambridge Investments | Nov 24, 2025 | Uncategorised
Nvidia once again impressed the world with its quarterly earnings results last Wednesday. It was arguably one of the most anticipated earnings reports in recent years, giving investors a much needed insight into the current state and future outlook of AI demand....
by Cambridge Investments | Nov 17, 2025 | Uncategorised
The US federal government shutdown finally ended last week, with a new funding package being signed late last Wednesday evening. The shutdown, which was the longest in US history, has weighed on the US economy, although the direct impacts of the impasse are still...
by Cambridge Investments | Nov 10, 2025 | Uncategorised
Global equity markets experienced drawdowns last Tuesday as weak US factory activity data ignited growing concerns around a potential AI bubble. Asian markets were disproportionately affected given their close relationship to some of the big tech stocks that have...
by Cambridge Investments | Nov 3, 2025 | Uncategorised
The US and China agreed a one-year trade deal in South Korea last week. The US President met with the Chinese President in Gyeongju last Wednesday where they discussed a number of matters including tariffs and semiconductors. The US expects the deal to go on for...
by Cambridge Investments | Oct 27, 2025 | Uncategorised
The US introduced santions on Russia’s two biggest oil companies, Rosneft and Lukoil, as part of their effort to bring the war in Ukraine to a close. This is the first move of this scale taken by the US. In response to the news, investors concerned about...
