Carsten Fritsch, a senior commodity analyst at Commerzbank, noted Thursday that while gold prices have remained depressed due to a structural hawkish shift in US monetary policy expectations since the outbreak of the war with Iran, the precious metal is ultima...
A violent semiconductor sell-off on Thursday forced Broadcom Inc. and Micron Technology Inc. to simultaneously register their largest single-day market capitalization losses on record. Together, the two semiconductor behemoths bled approximately $3800 billion...
U.S. stocks closed mixed Thursday as Middle East peace optimism lifted the Dow to a record high, while Broadcom’s disappointing earnings triggered a sharp chip-sector selloff that dragged the Nasdaq modestly lower. Lululemon cut its full-year revenue gui...
US stock index futures tied to the tech-heavy Nasdaq tumbled over 1% in pre-market trading Thursday (June 4) as traders aggressively unloaded semiconductor equities following a disappointing earnings report from Broadcom. As of press time, Dow Jones Industrial...
Chinese Mainland Market As of close, the Shanghai Composite Index rose 0.96% to 4,152.57 points; the Shenzhen Component Index gained 1.66% to 15,856.61 points; the ChiNext Index climbed 2.10% to 4,021.16 points. By sector, growth sectors including semiconducto...
TSMC CEO C.C. Wei stated Thursday at the firm’s annual shareholders' meeting that the world's largest dedicated foundry remains highly confident in its multi-year growth trajectory. The optimistic outlook is underpinned by robust global appetite for comp...
U.S. stocks pulled back from record highs on Wednesday as investors took profits amid escalating Middle East tensions and rising crude oil prices. Broadcom’s Q3 AI chip guidance of $16B missed the $17.2B consensus, cooling near-term AI hardware sentiment...
US stock index futures drifted lower Wednesday, aligning with a broad-based consolidation across major European equity benchmarks. Pre-market economic indicators revealed that US ADP National Employment added 122,000 jobs in May, running ahead of consensus est...
As of early June, South Korea’s benchmark Kospi index has rallied from roughly 4,300 points at the start of the year to clear the 8,800 threshold, securing a blistering year-to-date advance of over 100% and effectively doubling in 2026. However, a select...
The US stock market has just staged a rare rally seen only four times since World War II. Despite the ongoing war with Iran, the S&P 500 Index has registered one of its strongest two-month performances on record. While this is a remarkable milestone, it al...
U.S. equities edged higher Tuesday, with all three major indices posting modest gains and continuing to set fresh records. Marvell Technology surged 32.5% after Nvidia CEO Jensen Huang called it the next “trillion-dollar company.” The S&P 500 c...
Mainland China: Benchmarks closed firmly in positive territory. The Shanghai Composite gained 0.96% to 4,152.57, and the Shenzhen Component advanced 1.66% to 15,856.61, while the ChiNext rallied 2.10% to 4,021.16. Semiconductors and telecom equipment spearhead...
SK Group Chairman Chey Tae-won stated Tuesday that the conglomerate’s memory chip subsidiary, SK Hynix, plans to double its wafer production capacity over the next five years. Chey disclosed the target at the Computex tech exposition in Taipei, a premier...
Blackstone Inc. announced Tuesday the final close of its latest Asian private equity vehicle at $13.1 billion, marking the firm’s largest-ever fundraise in the region. The Alternative asset management company stated that its Blackstone Capital Partners A...
U.S. equities edged higher Monday, with all three major indices closing at fresh records, as Nvidia surged 6.3% after unveiling a new AI PC chip — a three-year collaboration with Microsoft to “redefine the PC for the AI era.” Trump said an Ir...
US stock index futures advanced Monday as Wall Street looked to kick off June trading on a strong footing. Market sentiment was buoyed by Nvidia’s unveiling of its next-generation PC processors, which catalyzed broad-based gains across tech stock ecosyst...
South Korea’s export growth accelerated at its fastest year-over-year clip in nearly 40 years in May, handily beating market consensus, according to preliminary government data released Monday. The blockbuster performance was driven primarily by record-b...
While the market has rallied fervently, defying geopolitical conflicts and valuation concerns, growing unease surrounds the AI-driven bull run. However, for some Wall Street bulls, these fears born of the unknown are simply groundless anxiety. Steve Chiavarone...
As the most dominant theme in global capital markets, the mid-year showcase for the AI supply chain kicks off this week. According to the official schedule, the Taipei International Computer Show (COMPUTEX 2026) runs from June 2 to June 5. Leading the industry...
Welcome back, and thank you for subscribing to GoAI Deep Research. In this issue, we take a deep dive into Dell Technologies&39; ($DELL) FY2027 Q1 earnings — and then zoom out to examine what this report means for the broader AI infrastructure ecosystem. Dell...
Carsten Fritsch, a senior commodity analyst at Commerzbank, noted Thursday that while gold prices have remained depressed due to a structural hawkish shift in US monetary policy expectations since the outbreak of the war with Iran, the precious metal is ultima...
U.S. stocks closed mixed Thursday as Middle East peace optimism lifted the Dow to a record high, while Broadcom’s disappointing earnings triggered a sharp chip-sector selloff that dragged the Nasdaq modestly lower. Lululemon cut its full-year revenue gui...
Chinese Mainland Market As of close, the Shanghai Composite Index rose 0.96% to 4,152.57 points; the Shenzhen Component Index gained 1.66% to 15,856.61 points; the ChiNext Index climbed 2.10% to 4,021.16 points. By sector, growth sectors including semiconducto...
U.S. stocks pulled back from record highs on Wednesday as investors took profits amid escalating Middle East tensions and rising crude oil prices. Broadcom’s Q3 AI chip guidance of $16B missed the $17.2B consensus, cooling near-term AI hardware sentiment...
As of early June, South Korea’s benchmark Kospi index has rallied from roughly 4,300 points at the start of the year to clear the 8,800 threshold, securing a blistering year-to-date advance of over 100% and effectively doubling in 2026. However, a select...
U.S. equities edged higher Tuesday, with all three major indices posting modest gains and continuing to set fresh records. Marvell Technology surged 32.5% after Nvidia CEO Jensen Huang called it the next “trillion-dollar company.” The S&P 500 c...
SK Group Chairman Chey Tae-won stated Tuesday that the conglomerate’s memory chip subsidiary, SK Hynix, plans to double its wafer production capacity over the next five years. Chey disclosed the target at the Computex tech exposition in Taipei, a premier...
U.S. equities edged higher Monday, with all three major indices closing at fresh records, as Nvidia surged 6.3% after unveiling a new AI PC chip — a three-year collaboration with Microsoft to “redefine the PC for the AI era.” Trump said an Ir...
South Korea’s export growth accelerated at its fastest year-over-year clip in nearly 40 years in May, handily beating market consensus, according to preliminary government data released Monday. The blockbuster performance was driven primarily by record-b...
As the most dominant theme in global capital markets, the mid-year showcase for the AI supply chain kicks off this week. According to the official schedule, the Taipei International Computer Show (COMPUTEX 2026) runs from June 2 to June 5. Leading the industry...
A violent semiconductor sell-off on Thursday forced Broadcom Inc. and Micron Technology Inc. to simultaneously register their largest single-day market capitalization losses on record. Together, the two semiconductor behemoths bled approximately $3800 billion...
US stock index futures tied to the tech-heavy Nasdaq tumbled over 1% in pre-market trading Thursday (June 4) as traders aggressively unloaded semiconductor equities following a disappointing earnings report from Broadcom. As of press time, Dow Jones Industrial...
TSMC CEO C.C. Wei stated Thursday at the firm’s annual shareholders' meeting that the world's largest dedicated foundry remains highly confident in its multi-year growth trajectory. The optimistic outlook is underpinned by robust global appetite for comp...
US stock index futures drifted lower Wednesday, aligning with a broad-based consolidation across major European equity benchmarks. Pre-market economic indicators revealed that US ADP National Employment added 122,000 jobs in May, running ahead of consensus est...
The US stock market has just staged a rare rally seen only four times since World War II. Despite the ongoing war with Iran, the S&P 500 Index has registered one of its strongest two-month performances on record. While this is a remarkable milestone, it al...
Mainland China: Benchmarks closed firmly in positive territory. The Shanghai Composite gained 0.96% to 4,152.57, and the Shenzhen Component advanced 1.66% to 15,856.61, while the ChiNext rallied 2.10% to 4,021.16. Semiconductors and telecom equipment spearhead...
Blackstone Inc. announced Tuesday the final close of its latest Asian private equity vehicle at $13.1 billion, marking the firm’s largest-ever fundraise in the region. The Alternative asset management company stated that its Blackstone Capital Partners A...
US stock index futures advanced Monday as Wall Street looked to kick off June trading on a strong footing. Market sentiment was buoyed by Nvidia’s unveiling of its next-generation PC processors, which catalyzed broad-based gains across tech stock ecosyst...
While the market has rallied fervently, defying geopolitical conflicts and valuation concerns, growing unease surrounds the AI-driven bull run. However, for some Wall Street bulls, these fears born of the unknown are simply groundless anxiety. Steve Chiavarone...
Welcome back, and thank you for subscribing to GoAI Deep Research. In this issue, we take a deep dive into Dell Technologies&39; ($DELL) FY2027 Q1 earnings — and then zoom out to examine what this report means for the broader AI infrastructure ecosystem. Dell...
