Global air travel has surged back. Passenger demand hit new highs through 2025, with planes flying fuller than ever, and traffic plus revenue expected to exceed pre COVID levels. Despite the boom, airlines remain stuck in a high-revenue, low margin  reality. Profits are improving, but thin and the next spike in fuel, taxes, or supply delays could squeeze the industry fast. Demand remains strong IATA data shows global passenger demand rising, especially on international routes

The push toward smaller, faster semiconductors is entering a new phase. With global foundries accelerating their plans for advanced nodes particularly the 3 nanometer and below technologies equipment manufacturers that supply lithography, etch, deposition tools and related materials are becoming key beneficiaries. For example, one major firm recently confirmed it would unwind older capacity and invest heavily in next generation tool sets. What’s driving the move? Demand from

What’s the story? The global semiconductor industry has officially shifted gears rather than a broad upswing across all chip types, we’re now seeing the AI-infrastructure segment  dominate the demand story. The big driver: hyperscale data-centers and generative AI workloads that gobble advanced processors. This matters because for years, chip growth was anchored in PCs, smartphones, and automotive electronics. That narrative is changing. Now it’s all about GPUs, ASICs and mem

Cloud and AI are Amazon’s growth engine again Recent earnings showed Amazon Web Services (AWS) accelerating to its fastest growth in nearly three years , powered largely by AI related demand and enterprise cloud workloads. The message from management and market reaction: AWS is back to strong, double digit growth , not the sluggish pace that worried investors in 2023/24. AI services built on AWS from model training to inference and vertical tools are becoming a core profit dr