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Watching Trillion Dollar Swings from a Steady Ship
Hyperscaler earnings exposed how much is being spent on AI and how little is known about the return, while capital kept rotating toward the physical infrastructure that powers the build-out.
Winterflood and Curation Partner to Strengthen Retail Investor Engagement
LONDON — 29 July 2026 — Winterflood, a division of Marex and one of the UK's leading liquidity providers and retail-focused capital markets distributors, today announces a strategic partnership with Curation, the AI infrastructure for retail investor relations, to enhance retail investor engagement for listed companies raising capital through the Winterflood Retail Access Platform (WRAP).
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Europe's Two New Rules of Defence
NATO's largest rearmament since the Cold War is being funded by a new €1.9tn defence bank — and the pricing power is already flowing to the manufacturers behind it.
VEON Takes Strategic Stake in Curation to Accelerate AI-Powered Retail Investor Engagement
The investment marks the beginning of a broader commercial partnership focused on redefining how listed companies engage millions of retail investors through artificial intelligence, video-first communications and scalable digital engagement.
Sell the rallies, buy the rotation
The semiconductor trade is cooling. Energy, China and the next tier of AI may be just getting started.
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Sell the rallies and watch for the dips
Samsung delivered a record quarter, operating profit up roughly nineteenfold, yet the shares fell more than -10%. When best-ever numbers are met with selling, the good news is already in the price.
The Attention Divergence
Q2 was the quarter AI infrastructure took centre stage. Chips, compute and the physical build-out behind the data centre had the spotlight, the audience and the market's full attention.
Dow Hits Record Highs as Jobs Data Cools the Fed and Iran's Truce Holds
The Dow hit fresh records after a soft jobs report pushed back Fed rate hike expectations. Meanwhile Iran buried its Supreme Leader as a fragile Hormuz ceasefire holds and UK professional investors are watching both closely.
Sun, sea and shrapnel in Crimea
While markets watched the Iran de-escalation and oil falling through the Strait of Hormuz, Ukraine was executing a different kind of strategy.
All Eyes on the Prize: The Smart Glasses War and Why Investors Are Backing the Silicon, Not the Frames
Snap's standalone AR glasses just launched into an ecosystem war Meta, Google and Samsung are already winning. The Curation Collective explains why the cleaner risk/reward sits in the semiconductor wafers beneath every frame, plus China's consumer stall and Soitec as Stock of the Week.
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Commoditymaxxing: Why Copper, Silver and Gold Are the Real AI Trade
While markets fixated on SpaceX's record IPO and trillion-dollar AI valuations, metals quietly sold off. Here's why institutional investors think that's the setup and what KGHM, rare earths and the death of 60/40 mean for your portfolio.
The Memory Trade Is Done. LiDAR, SpaceX IPO and What UK Investors Are Watching Next
With the world's three largest memory chipmakers all valued at a trillion dollars, where does the AI infrastructure trade go next? UK professional investors from the Curation Collective weigh in on LiDAR, the SpaceX IPO and this week's market sell-off.
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