Rizwan Sajid

Rizwan Sajid A Senior Financial Services Professional with over 19 years of financial consultancy experience

01/05/2026

From S&P Global Energy: The World Bank projected aluminum prices to increase by 21.6% this year compared with 2025, with the forecast underpinned by tight supply and inventories, alongside firm demand from emerging industries. The market price, however, has been exceeding that projection for almost two months now.

Aluminum could average at $3,200/metric ton, up from last year's $2,632/mt, and then potentially cool to $3,000/mt in 2027, the bank says in its Commodity Markets Outlook report published April 28.

Read more: https://okt.to/vELGMX

01/05/2026

The Covid-19 pandemic marked a dramatic shift in workplace dynamics, as working from home suddenly became the norm for millions of workers in the United States and across the globe. This transformation offered employees newfound flexibility, enabling them to manage their time more effectively, eliminate commutes, facilitate childcare and often achieve a better work-life balance. Remote work also allowed for a customized work environment, fostering comfort and productivity for many.

However, traditional office settings continue to hold unique advantages, which is why, six years later, more and more employers have called their workers back to the office for most days of the week. Offices facilitate in-person collaboration, spontaneous brainstorming and social interaction, all of which are challenging to replicate virtually. Additionally, the structured environment of an office can provide clearer boundaries between work and personal life, reducing distractions and helping employees switch off when at home.

In many cases, hybrid models combining the benefits of both setups have emerged, catering to diverse employee preferences and living situations and striking a balance between the benefits and disadvantages of both working from home and in the office. According to Statista Consumer Insights, 1 in 5 American employees still worked from home regularly in 2025, while 43 percent of respondents regularly worked in a company office.

01/05/2026

Breaking news: Brent crude oil surged to almost $120 a barrel on Wednesday, as the stand-off between the US and Iran over the Strait of Hormuz pushed prices close to their high point of the war in the Middle East. https://ft.trib.al/ELYvmvk

Deep Dive: America’s Gas GlutAs the Iran war strangles natural gas supplies, countries across Asia and Africa are ration...
29/04/2026

Deep Dive: America’s Gas Glut

As the Iran war strangles natural gas supplies, countries across Asia and Africa are rationing fuel and Europe is fretting about winter. But thousands of miles away, in the heart of US shale country, gas is so plentiful that producers now have to pay buyers to take it off their hands.

Drillers in the Permian Basin have helped make the US the world’s largest oil producer. In the process, they’ve also created a glut of natural gas, which is extracted as a byproduct of crude.
There’s so much gas, in fact, that it exceeds available pipeline capacity to ship the fuel to customers or export terminals on the coast. The result: producers literally can’t give it away and prices are actually negative.
The gas bounty is so massive that it’s not only insulating the US from war-driven energy shocks, but offering it an economic edge over countries grappling with fuel shortages.

Big Tech is doubling down on AI—Meta and Microsoft are cutting thousands of jobs as AI takes over more work, while Googl...
24/04/2026

Big Tech is doubling down on AI—Meta and Microsoft are cutting thousands of jobs as AI takes over more work, while Google and Apple are racing ahead with next-gen AI models and smarter assistants.

While Wall Street hits record highs, US consumer sentiment has dropped to its lowest level since 1978.

Fears over the US-Israel conflict with Iran, rising gas prices, and persistent inflation are dragging confidence down—even as markets rally.

15/04/2026
Busting the AI Youth Unemployment MythThe first chart below compares the unemployment rate for the entire US population ...
08/04/2026

Busting the AI Youth Unemployment Myth

The first chart below compares the unemployment rate for the entire US population with the unemployment rate for people ages 20 to 24. It does not show any sign that unemployment among younger workers is structurally higher because of AI.

Similarly, the second chart shows the unemployment rate for US college graduates ages 22 to 27. The unemployment rate has increased for men, but it has recently converged toward the unemployment rate for women. For women, since ChatGPT was released, the unemployment rate has been moving lower, and more recently it has increased slightly again.

The bottom line is that there is no sign that AI is increasing unemployment among younger workers, and there is also no sign that young people or recent college graduates are having a harder time finding jobs at the moment than other demographics.

5 stock for AI & Energy boom (2026-27)1. Oklo⚡ Nuclear energy for AI data centers • ~$48–60 range (2026)   • 🚀 +250% ru...
04/04/2026

5 stock for AI & Energy boom (2026-27)

1. Oklo

⚡ Nuclear energy for AI data centers
• ~$48–60 range (2026) 
• 🚀 +250% run in 2025 peak 
• High risk, long-term (pre-revenue)



2. Bloom Energy

⚡ Immediate power solution for AI
• ~$85–90 range (2025–2026) 
• 🚀 ~+300% surge in 2025 
• Strong revenue + profitable growth



3. Palantir Technologies

🧠 AI software + government + enterprise
• ~$150+ current range 
• 🚀 +500% in 5 years 
• One of the strongest AI plays



4. Reddit

💬 Data monetization + AI training goldmine
• AI data licensing narrative
• Strong post-IPO momentum (volatile)



5. CoreWeave

☁️ GPU cloud for AI boom
• ~$70–80 range 
• 🚀 +80% since IPO (peaked much higher) 
• Hyper-growth but high debt risk

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