The extraordinary gains in AI hardware companies may have you wondering whether the sector has entered bubble territory. Chipmakers and equipment suppliers have risen by 500% to 1,000% since the AI boom began, prompting understandable scepticism.
Read MoreThe biggest mistake investors could make right now is assuming the precious metals bull market is over. Gold has fallen more than 20% from its January highs. Silver has lost over 40%. Platinum has suffered a similarly painful correction.
Read MoreNvidia quarterly results were exceptional. Revenue for the first quarter of fiscal year 2027 surged 85% year-on-year to $81.6 billion, comfortably ahead of market expectations. Adjusted earnings per share also beat forecasts, while Data Centre revenue, the core engine of the AI boom, climbed 92% to $75.2 billion.
Read MoreAfter two years of explosive gains in AI related shares, many investors now assume the biggest opportunities are already behind us. Which is understandable given how strong the returns have already been. But despite that performance, I continue to believe the broader AI cycle is still in its early stages.
Read MoreIf you’ve been following markets lately, you’ll know that AI chips have become some of the most valuable assets in the global economy. But as we move through March 2026, the conversation is changing. It’s no longer just about who can build the smartest AI. It’s about who can actually get the hardware to run it. And that requires something like silicon!
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