Story archive

All published chart stories

Explore the archive in reverse chronological order.

Story archive

All published stories

All stories • 28 stories • Page 2 of 4

Chips are becoming the new centre of American power

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 are now the market’s real AI bet

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’s stealth factory boom is powering the AI age

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.

China now dominates EV sales

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.

The rise of Apple under Tim Cook

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.

The rise and fall of music formats

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…

Web browser wars (1993-2026)

Born before the web, I watched the internet go from dial up novelty to the invisible system modern life runs on.

Newer
Page 2 of 4
Older