This week on the Global Alpha Podcast, the MPC Markets team dives into a packed week for markets — from Tencent Music and Cisco earnings to fresh opportunities in the red-hot cybersecurity sector. We unpack the latest inflation trends, rate cut expectations from the RBA and Fed, and why Micron’s semiconductor guidance matters. The spotlight turns to quantum computing — what it is, where it’s headed, and why the hardware race will come first — plus Tesla’s Robotaxi breakthrough in Texas and the potential shake-up for ride-sharing and passive income models. We wrap up with tariff talks, market outlooks, and how to position for the next big move.

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