Capital Sight

Commodity Markets Face a Policy Stress Test as Supply Shocks Meet a More Hawkish Fed Debate

Intel’s AI Opportunity Still Depends on Foundry Execution, Packaging Capacity, and Customer Trust

Samsung Electronics Must Convert Memory Recovery Into a Credible HBM and Foundry Comeback

SK Hynix’s Earnings Supercycle Is Forcing a Debate Over HBM Margins and Peak-Cycle Multiples

Oil Markets Are Balancing Geopolitical Risk Against the Return of U.S. Shale Supply

CATL’s Hong Kong Listing Puts Global Battery Scale, Margins, and Geopolitical Risk in Focus

TSMC’s AI Foundry Dominance Is Now a Question of Capacity, Pricing, and Geopolitical Resilience