The Benefieciaries of Saudi's AI ambitions Saudi Arabia is making significant strides in the field of artificial intelligence (AI), aiming to position itself as a global leader through substantial investments and strategic partnerships. With a commitment of over $40 billion towards AI initiatives, the Kingdom is fostering collaborations with major tech companies and nurturing domestic innovation to diversify its economy beyond oil. ⸻ Saudi Arabia’s Strategic AI Investments Under the Vision 2030 initiative, Saudi Arabia is channeling investments into various AI sectors, including chip manufacturing, data centers, and AI-driven applications. A notable development is the launch of “Humain,” a sovereign AI enterprise backed by the Public Investment Fund (PIF), which is central to the Kingdom’s
Considering Tariffs and All: If the iPhone Were 30% More Expensive, Is It Still Worth It? In today’s global economy, tariffs and trade tensions can directly affect the price of tech gadgets — and few products are more globally beloved (and debated) than the iPhone. Imagine if, due to increased import duties, taxes, and currency shifts, the iPhone cost 30% more. Would it still be worth buying? Let’s break down the value proposition — and whether Apple’s iconic device still justifies its premium in such a scenario. ⸻ 1. Understanding the 30% Hike A 30% increase is not insignificant. An iPhone 15 Pro, for instance, currently priced at around $999, would shoot up to about $1,299. For the Pro Max variant, you’d be looking at close to $1,600 — nearly the cost of a high-end laptop. So, the centra
Why Inflation No Longer Drives Interest Rate Cuts—It’s About Tariffs Now For years, whenever the economy seemed too slow or prices were rising too fast, central banks—like the U.S. Federal Reserve—adjusted interest rates to keep things in balance. This system worked well when inflation was mostly caused by people spending too much or too little. But today, a new player has entered the scene: tariffs. And they’re changing the rules. The Old Way: Watching Inflation Like a Hawk Interest rates are kind of like the economy’s gas pedal or brake. When inflation (the general rise in prices) was low, central banks would cut rates to make borrowing cheaper, which encouraged people and businesses to spend more. When inflation was high, they’d raise rates to cool things down. This worked well when inf
Are the new tariffs inflationary or deflationary? The recent implementation of tariffs by the U.S. government has sparked a robust debate among economists, policymakers, and industry leaders regarding their potential impact on the economy. While tariffs are designed to protect domestic industries and address trade imbalances, their effect on inflation and deflation is complex and multifaceted. Inflationary Pressures from Tariffs Tariffs function as taxes on imported goods, leading to increased costs for businesses that rely on these imports. Often, these additional expenses are transferred to consumers through higher prices on everyday products, contributing to overall inflation. For instance, the Federal Reserve Bank of Boston estimated that tariffs imposed in 2018 accounted for a 0
Is Gold a Safe Haven Asset? Throughout history, gold has held a unique position in the world of finance and investing. It’s often seen as a timeless store of value—an asset that provides security when uncertainty grips global markets. But in the ever-evolving economic landscape, the question remains: Is gold truly a safe haven asset? Understanding the Concept of a “Safe Haven” A safe haven asset is one that retains or increases in value during times of market turmoil. Investors typically flock to such assets during crises—economic downturns, geopolitical conflicts, stock market crashes, or periods of inflation and currency devaluation. Gold has traditionally been considered a prime safe haven. Its physical nature, limited supply, and historical use as money lend it an aura of stability tha
Pre-emptive trading vs trend trading: Which is better according to data? In trading, two primary strategies are often discussed: left-side trading and right-side trading. Each approach offers distinct advantages and challenges, and their effectiveness can vary based on market conditions and individual trader expertise. This article explores both strategies, comparing their benefits and drawbacks, and examines data-driven insights to determine which may be more advantageous. Understanding Left-Side and Right-Side Trading • Left-Side Trading: This strategy involves making trading decisions before a market trend fully develops. Traders attempt to predict market tops or bottoms, aiming to buy just before a price increase or sell before a decline. This predictive approach relies heavily on
Is AI in a Bubble, or Are Concerns Overblown? In recent years, artificial intelligence (AI) has transitioned from a niche technological curiosity to one of the most talked-about, hyped, and heavily invested-in sectors globally. The rapid advancements, coupled with staggering valuations and investor enthusiasm, have prompted discussions about whether we are witnessing an AI bubble. Yet, others contend these fears are exaggerated, and that AI’s growth trajectory reflects a fundamentally transformative technology. So, is AI truly experiencing a speculative bubble, or are concerns merely alarmist? The Case for an AI Bubble 1. Inflated Valuations One primary indicator that supports the bubble theory is the extreme valuations of AI-centric companies, especially startups. Driven by a surge in ve
If you have to choose between AMD or NVIDIA, which one will you add at the current prices? As of March 25, 2025, investors evaluating Advanced Micro Devices (AMD) and NVIDIA Corporation (NVDA) face a nuanced decision, as both companies are prominent players in the semiconductor industry with significant roles in artificial intelligence (AI) and graphics processing. Current Stock Performance On March 24, 2025, AMD’s stock closed at $113.85, marking a 7.0% increase from the previous day. Despite this uptick, AMD’s share price remains 39.2% below its 52-week high of $187.28, reached on July 10, 2024. NVIDIA’s stock closed at $121.41 on the same day, reflecting a 3.2% increase. The company has experienced a 12.5% decline in its stock value since the beginning of the year, partly due to investo
What are the key takeaways from Nvidia's GTC 2025? Nvidia’s GTC 2025 conference, often dubbed the “Super Bowl of AI,” showcased a series of groundbreaking advancements poised to redefine the landscape of artificial intelligence and computing. Here are the key takeaways from the event: 1. Introduction of Next-Generation AI Chips Nvidia unveiled its forthcoming AI chip architectures, emphasizing a rapid development cadence: • Blackwell Ultra: Building upon the existing Blackwell architecture, the Ultra variant is slated for release in the second half of 2025. This enhancement promises substantial improvements in AI model training and inference capabilities. • Vera Rubin: Named after the renowned astronomer who confirmed the existence of dark matter, the Vera Rubin architecture is scheduled f
GTC 2025 and its impact on Nvidia NVIDIA’s annual GPU Technology Conference (GTC) 2025, currently underway in San Jose, California, is a pivotal event where the company showcases its latest advancements in artificial intelligence (AI), high-performance computing, and related technologies. This year’s conference, running from March 17 to 21, is particularly significant as it addresses both the opportunities and challenges NVIDIA faces in a rapidly evolving tech landscape. Anticipated Announcements at GTC 2025 A central focus of GTC 2025 is the unveiling of NVIDIA’s next-generation GPU architectures. The company is expected to provide detailed insights into the Blackwell Ultra GB300 series, slated for release later this year. These GPUs are designed to offer over 50% more memory capacity and