Nvidia Photonics Deals Serve as Tailwind for THNQ & ROBO

Published on March 5, 2026

The AI narrative often centers on the limitless potential of software. However, the real-world trajectory of the technology is increasingly dictated by rigid physical limitations: copper wiring and data center temperature control.

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March Madness in Markets: Crude Oil, Chip Stocks, and Critical Data in the Spotlight

March 5, 2026
March came in like a lion. Stock market futures plunged last Sunday night following U.S. and Israeli attacks on Iran. WTI and Brent crude oil had surged 7% by the following morning, along with big gains in gold.

SFVegas 2026: What Happened Doesn’t Have to Stay in Vegas

March 5, 2026
As industry experts convened at SFVegas 2026, the world’s largest structured-finance conference, insurers showed up in large numbers, underscoring growing exposure to securitized assets and private credit in portfolios. We also attended the event and returned with a few key takeaways.