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Published Eeagli stories from April 2026. 8 stories available.
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WTI is back above $100 in real terms. That sounds dramatic. The chart makes it more useful. It is nowhere near the 2008 extreme. But it's no longer a background price either. At this level, oil starts to matter again for inflation, central-bank patience, bond yields and risk assets.
First came the PC boom. Then came the dot-com bubble. Now comes AI. Each wave left its mark on the market, but this time feels different. Chips are no longer just components inside computers. They are the infrastructure behind cloud computing, data centres, defence systems, electric vehicles and artificial intelligence.
US semiconductor stocks have become the market’s clearest AI bet. The boom is backed by real revenues, real demand and massive hyperscaler spending, but at nearly 20% of the US stock market, chips are no longer just a growth story. They are now a major source of market concentration risk.
America promised a manufacturing revival. The chart shows something narrower and more revealing: a strategic boom in chips, computers and communications equipment, while the rest of US manufacturing has barely moved.
Cars are not just cars. They are jobs, steel, oil, trade balances, entire economies. Germany is a car economy. Japan is a car economy. Detroit was America's. Now China is as well, especially with electric cars.
When Tim Cook became Apple CEO on 24 August 2011, the consensus was clear: nobody could follow Steve Jobs. The market agreed. Within 18 months, Apple's stock had fallen 40% from its peak.
Disruptive technology usually wins by making things cheaper, easier and more convenient. That is exactly what happened in music. Vinyl lost to cassette, cassette lost to CD, CD lost to downloads and downloads lost to st…
Hans Rosling's Gapminder chart is one of the most famous data visualisations ever made. Most people watch it and feel good. They should watch it again and feel uneasy.
