Latest Insights on MC
Chart of the Week: The Other Side of the AI Trade July 2, 2026 Artificial Intelligence, Daily Disruptor Ian says AI isn't just a U.S. story. This week's chart shows some of the biggest beneficiaries of the AI boom could be overseas.
The Everything App Is Coming, But It’s Not What You Think June 26, 2026 Artificial Intelligence, Daily Disruptor More than 1.4 billion people use the "everything app" WeChat every month. What will it take to build something similar in the U.S.?
Smart Trader’s Guide to the SpaceX IPO June 9, 2026 Tim Sykes Daily We’re about to witness the biggest IPO in history. To put things in perspective… The biggest IPO before SpaceX was Saudi Aramco, which raised $25.6 billion in 2019. The SpaceX IPO dwarfs that. Even if you add the top three IPOs together: Aramco, Alibaba (BABA) and SoftBank (roughly $68 billion combined)… It doesn’t come close to the $75 billion SpaceX is targeting.
AI Just Broke One of Software’s Oldest Rules May 29, 2026 Artificial Intelligence, Daily Disruptor Ian says the system behind debugging software has always operated at human speed. But a shocking new report suggests that's no longer true...
The AI Race is Creating New Empires May 8, 2026 Artificial Intelligence, Daily Disruptor Ian says the biggest AI companies in the world are no longer acting like software startups.They’re starting to become more like empires.





