Market news & insights

Part two of GO Markets’ educational series, exploring the macro foundations that influence borrowing costs, asset valuations and market sentiment.

What are the five Asian tech and infrastructure stocks linked to the AI buildout?

Intel’s reported Google TPU order has injected fresh drama into the AI chip race.

Part one of GO Markets’ educational series, designed to help new traders understand the macro foundations that shape global markets.

We have spent the last three instalments of this series mapping the plumbing of the 2026 economy: the banks that anchor the capital, the utilities that supply the electrons, and the chipmakers building the silicon. As the April reporting season moves into its final act, attention shifts to the front door.

A headline about a civilisation "dying tonight" is built to overwhelm, but the more telling signal may be the calm underneath it, because markets are starting to treat this cycle of sharp escalation followed by sudden de-escalation as a pattern, not a surprise.