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CapeCapitalGroup | Data Centre Turns Military Target

Data Centre Turns Military Target

AI is rapidly proliferating from "decision-support" software into the guidance and targeting loops of drones, loitering munitions, and increasingly autonomous missile systems, wher... Continued

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CapeCapitalGroup | AI Proliferation Sets Precedent

AI Proliferation Sets Precedent

The U.S.–Israel campaign against Iran has rapidly become a high-tempo, multi-domain war in which speed is treated as decisive, but speed is exactly where AI without guardrails beco... Continued

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CapeCapitalGroup | State of the Union War Address

State of the Union War Address

President Trump's State of the Union address was concluded on February 24th, lasted nearly 2 hours, claimed economic wins, and attacked Democrats while covering immigration and for... Continued

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CapeCapitalGroup | Trump Steel's Tariff Backfires as Cost Hit Consumer

Trump Steel's Tariff Backfires as Cost Hit Consumer

The steel industry entered 2025 expecting protection, but the Trump administration’s early moves under Section 232 landed like a blunt instrument on its own value chain. In Februar... Continued

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CapeCapitalGroup | Altruist Wipe Billions from Wealth Management Sector

Altruist Wipe Billions from Wealth Management Sector

The artificial intelligence space that has seen newer and newer applications in a shorter span has suddenly found a new target: the fee-rich, relationship-driven world of wealth ma... Continued

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CapeCapitalGroup | How Kevin Warsh as Fed Chair Would Change Market Dynamics

How Kevin Warsh as Fed Chair Would Change Market Dynamics

The prospect of Kevin Warsh assuming the Federal Reserve chairmanship is a significant philosophical departure from the current approach under Jerome Powell and the ambition held b... Continued

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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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