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CapeCapitalGroup | The AI Assistant That Actually Does Things

The AI Assistant That Actually Does Things

Clawdbot, now renamed to Moltbot following a trademark request, is an up-and-coming product emerging as one of the most discussed agentic assistant projects because it goes beyond... Continued

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CapeCapitalGroup | A Republican Push Against Wall Street in Housing

A Republican Push Against Wall Street in Housing

President Donald Trump signed an executive order this week designed to limit the ability of large institutional investors to purchase single-family homes that would otherwise be av... Continued

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CapeCapitalGroup | TSMC Positioning for Geopolitical Upheaval

TSMC Positioning for Geopolitical Upheaval

TSMC entered 2026 with an earnings print that reinforces its role as the “picks-and-shovels” supplier to the AI boom. Fourth quarter revenue hit NT$1,046.09B (US$33.73B), with net... Continued

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CapeCapitalGroup | The RAM Race to Data Centres

The RAM Race to Data Centres

The GPU shortage is a thing of the past now that the global RAM market is taking its place as the main pain point for gamers, users, and even industry players with unprecedented pr... Continued

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CapeCapitalGroup | The Guns, The Missile, and The Pizza Place

The Guns, The Missile, and The Pizza Place

Military and intelligence operations used to live in the shadowy realm where every piece of intel was kept airtight, though times are changing, and an unlikely indicator has emerge... Continued

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CapeCapitalGroup | SpaceX’s Valuation at $1.5 Trillion in New IPO Pitch

SpaceX’s Valuation at $1.5 Trillion in New IPO Pitch

Elon Musk's rocket and internet business, SpaceX, is on a trajectory to land a mid-to-late 2026 IPO that seeks to raise over $30 billion at a $1.5 trillion valuation, making the de... Continued

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CapeCapitalGroup | How Data Centre Boom Accelerates America's Inequality Crisis

How Data Centre Boom Accelerates America's Inequality Crisis

The stock market has never seen the same excitement as it did with artificial intelligence, built on hopes that it will someday surpass human collective intelligence. On the flip s... Continued

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CapeCapitalGroup | The Western Race Against Peace

The Western Race Against Peace

Germany’s push to build Europe’s strongest conventional army has been one of the most radical strategic shifts in its modern history, yet the plan is colliding with economic and te... Continued

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CapeCapitalGroup | Tesla's Race Toward Vertical AI Dominance

Tesla's Race Toward Vertical AI Dominance

Tesla's quiet evolution from automaker to AI semiconductor powerhouse just to complete its dominance over self-driving systems represents one of the industry's most audacious pivot... Continued

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CapeCapitalGroup | Nvidia’s Earnings Silence AI Sceptics

Nvidia’s Earnings Silence AI Sceptics

Nvidia blew away markets with a phenomenal third quarter, earning a record $57 billion, up 62% year-over-year and well above expectations. Its data centre division alone delivered... Continued

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CapeCapitalGroup | U.S. Government Reopens After Record 43-Day Shutdown

U.S. Government Reopens After Record 43-Day Shutdown

The United States government officially reopened on November 13th after President Donald Trump signed legislation ending the longest federal shutdown in American history at 43 days... Continued

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CapeCapitalGroup | Wall Street's Next Play

Wall Street's Next Play

Wall Street has been said to follow a certain set of themes or plays that cycle every few years; for example, the environmental plays that dominated the 2010s with renewable energy... Continued

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