Kevin Smith on Muck Rack

Kevin Smith

Cardiff
As seen in: Illumination, Medium, Nature, The Daily Mirror, Taylor & Francis Online, New York Business Journal, The Business Journals, The Orange County Register, Thrive Global, Government Technology and
Reader in Education (Curriculum), Cardiff Uni. All views my own. blogs.cardiff.ac.uk/drkevinsmith/
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Articles

TrendForce raises 2026 capex forecasts for cloud giants to $830bn

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By Kevin Smith
| MarketScreener
By Kevin Smith As AI-related computing requirements continue to outpace initial projections, TrendForce now estimates that the world's nine leading cloud service providers are set to invest approximately $830bn in 2026. This forecast implies a 79% annual increase, up from a previous estimate of 61%, representing an 11% upward revision of the expected 2026 budget based on reported growth rates.
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Deutsche Bank sees gold at $8,000 in a less dollar-dependent world

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By Kevin Smith
| MarketScreener
In a research note published on Monday April 27, Deutsche Bank presents an ambitious thesis for gold, framing it no longer merely as a hedge against inflation or the dollar's weakness, but as a primary beneficiary of a fragmenting world. For the German bank, the era that began after the fall of the Berlin Wall - dominated by globalization, American hegemony, and the accumulation of dollar reserves by emerging markets - is coming to an end.
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The Duval family throws in the towel at Eramet as the group seeks a white knight

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By Kevin Smith
| MarketScreener
There has been a string of disasters for the French mining group, which has been caught in a swirl of bad news over the past few quarters. Grappling with depressed nickel prices as electric vehicle sales slow, held hostage by both the dominance of Chinese refiners in Indonesia and deteriorating operating conditions in New Caledonia, while blindsided by Gabon's sudden ban on manganese exports, Eramet is also facing a governance crisis revealed by the dismissal of its CEO and CFO last February.
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