Our Scans · (FS.3.04) Investment Theory & Pricing Models · Weekly Summary

• [New] With just 2% of companies having fully embedded AI into operations, the UK faces what Cisco calls an AI black hole - warning that without urgent investment in infrastructure and skills, businesses risk falling behind. Mark Topps' Substack
• [New] Technology stocks, particularly AI-driven firms such as Nvidia, Broadcom, and Salesforce, are expected to benefit from lower borrowing costs, which encourage business expansion and investment. FinancialContent
• [New] IREN Limited's reported $674 million investment in 12,400 new GPUs, with expectations of generating $500 million in annual sales from AI cloud services by early 2026, underscores a significant shift in capital allocation within the broader digital asset infrastructure. FinancialContent
• [New] The European Investment Bank is expanding its portfolio of clean industrial assets, including a Wind Package and a pilot programme to share risks with companies that sign long-term contracts for clean energy. Bruegel | The Brussels-based economic think tank
• [New] The private capital industry invested £7bn in South East and East of England businesses last year, and better connections between Oxford and Cambridge will ensure that world leading science and technology companies continue to attract investment. GOV.UK
• The global sovereign debt landscape is increasingly defined by geopolitical fragmentation, which is reshaping economic growth and stability through trade disruptions, volatile capital flows, and shifting investment decisions. Drupal
• Both gold and the long bond yield can be expected to be rising in synchrony subsequent to their respective corrections: A rising long bond yield tells us that markets are pricing in greater investment risk for buyers of US treasury debt. Asset Strategies International
• Tokenized assets might represent a significant portion of the world's GDP by 2030, reshaping how capital formation, investment, and asset management operate globally. Growth Turbine
• Meeting the electrification requirements in Swedish ports will demand an estimated capital investment of SEK 1.4-1.9 billion (€ 120-165 million), plus ongoing annual operating costs of SEK 150-250 million (€ 13-22 million). The Maritime Executive
• Companies that are boosting US investment pledges, including Taiwan Semiconductor Manufacturing Co and Micron Technology Inc, will not be pressured to offer equity in exchange for funding. The Edge Malaysia
• Post-EXPO, Chile could lead the creation of a transnational fund or partnership model that channels private investment into biodiversity conservation, aligning with global climate finance goals. Expo 2025 Theme Weeks
• The AI supercycle is driving unprecedented capital spending, with annual collective investment in AI by major hyperscalers projected to triple to $450 billion by 2027. FinancialContent
• Washington is doubling down on capital-intensive buildouts, betting that private-sector investment and global partnerships will solidify American leadership in AI. Asia Times
• The nuclear trend suggests Africa could soon become the proving ground for Russia's model of state-backed infrastructure investment. Financial Fortune Media
• As global capital flows shift toward markets with clear rules and macroeconomic stability, Ukraine's 2025 reforms could catalyze a wave of fintech investment, particularly in blockchain infrastructure and institutional-grade custody solutions. Ainvest
• The potential for a massive investment package underscores China's long-term strategic vision to secure its economic interests globally, even if it means substantial capital outlay in rival economies. FinancialContent
• Producing 2 nm or 3 nm advanced node chips in the U.S. will require massive capital investment, years of construction, and a highly skilled workforce. Microchip USA - TRANSPARENCY INNOVATION EFFICIENCY
• The launch of the North America Fintech Gateway will support new export opportunities, attract high-value investment, and help create jobs. FinTech Scotland
• A period of lower interest rates, anticipated by some beyond 2025, could further encourage investment in riskier assets, reshaping capital allocation strategies. FinancialContent

Last updated: 28 October 2025