by Andreas Torgersen | Sep 1, 2026 | Market Radar
KEY TAKEAWAYQuantum computing is moving from research labs into a more commercial phase, but the listed-company evidence is extremely uneven. IonQ is already reporting meaningful revenue growth and broader commercial deployments. Pasqal now has public-market access...
by Andreas Torgersen | Sep 1, 2026 | Market Radar
KEY TAKEAWAYThe AI-nuclear story is no longer just a forecast. Microsoft, Meta and Amazon have signed multi-year agreements tied to operating nuclear plants, restarts, uprates and future reactors. But the equity exposure is not interchangeable: Constellation, Vistra...
by Andreas Torgersen | Aug 31, 2026 | Market Radar
KEY TAKEAWAYCopper has become a real physical input to the AI infrastructure buildout, but the 2026 copper rally cannot be explained by AI alone. Trade policy, inventory geography and mine supply are also moving the market. The useful question for investors is...
by Andreas Torgersen | Aug 22, 2026 | Market Radar
KEY TAKEAWAYPJM transmission congestion costs jumped 43% to roughly $6 billion in the first half of 2026. Data-center load growth is a major part of the long-term pressure, but weather and existing transmission constraints also matter. The opportunity is therefore...
by Andreas Torgersen | Jan 27, 2026 | Market Radar
MarketInsiderLab — Market Radar Post Topic: Defense Stocks After Trump’s $1.5 Trillion Budget Proposal ✅ Same “Greenland” design language (TOC, table, cards, definition box, simulator CTA) ✅ Scoped CSS (safe to paste into ONE Divi Code Module) ✅ Only states what we...
by Andreas Torgersen | Jan 13, 2026 | Market Radar
MarketInsiderLab — Greenland Exposure Post (Final, Improved) ✅ Includes ALL provided content ✅ Adds TOC ✅ Adds your 2 images with specific placement + captions ✅ Improves readability (cards, dividers, definition box, summaries) ✅ Adds tight FAQ at the end ✅ Scoped CSS...