MENA+ Edition 
Egypt Edition 
UAE Edition 
Saudi Edition 
AI + Innovation (MENA) 
Infrastructure 
The midterm rally split the AI trade, and Gulf investors ended up on the losing side
Chip stocks and oil fell on the same day, hitting two of the three channels through which an AI bust…
Beijing is the inadvertent star of this morning’s show as Washington hosts Pax Silica, round 2
Plus: Beijing wants a trade deal with Morocco, but Rabat isn’t sure it’s interested
It’s a very good time to experiment with open-source LLMs
The catch, for some: The best open-source and open-weight models are made in China
Gulf sovereigns have loaded up on SpaceX’s world-record IPO — and show no sign they’re backing away from more exposure to AI
Fitch has turned bearish on Gulf sovereigns — but Gulf sovereign funds are signaling they have plenty more appetite for…
AI is next week’s big story, but you should keep an eye on the MENA+ non-bank financial sector, too
Gulf sovereigns will be keeping a really close eye on SpaceX’s IPO a week from today…
SpaceX’s IPO is going to put the spotlight on AI stocks — here’s what that means for the Big Three Gulf players
The UAE, Saudi, and Qatar have each pursued different strategies in building exposure to the Big Four global AI model…
MGX is in on Anthropic as the AI company races OpenAI to IPO
Institutional investors can cash out at IPO, but some pundits are flagging that OpenAI, SpaceX and Anthropic may not be…