The global memory chip market just clocked its best month in history by a wide margin. According to the July "Memory Monthly" report from UBS, monthly sales hit a record $74.6 billion, marking a 31.7% month-over-month increase. UBS notes that as artificial int...
As oil prices pulled back, AI infrastructure plays — memory, optical networking — reclaimed the spotlight, lifting all three major U.S. indices. The S&P 500 rose 0.81% to 7,543.64; the NASDAQ gained 1.30% to 26,206.89; and the Dow Jones edged u...
On Wednesday Eastern Time, Bain Capital revealed that it has fully liquidated its remaining stake in Japanese flash memory manufacturer Kioxia. Driven by the news, Kioxia shares surged over 8% on Thursday morning. As a major shareholder, Bain Capital's move to...
Artificial intelligence stocks have been the main engine driving the US market higher for the past several months, but now they are dragging down the entire tech sector. Is this just a quick correction, or does it signal a broader market reshuffle? Market anal...
U.S. equities ended mixed Wednesday as a Trump-induced intraday rebound faded after a second round of U.S. strikes on Iran was confirmed post-close. The Dow fell 1.09% to 52,348.39; the S&P 500 slipped 0.28% to 7,482.71; while the NASDAQ edged up 0.20% to...
Global oil prices surged and US stock index futures fell sharply on Wednesday as Middle East tensions flared up once again, dragging down major European indices across the board. Speaking at the NATO summit in Turkey on Wednesday, US President Donald Trump dec...
Driven by a massive rally in semiconductors and AI infrastructure, the US stock market just wrapped up its strongest half-year performance in six years. But as the S&P 500 flirts with all-time highs, the Wall Street &34;bull market consensus&34; is hiding...
A massive wave of selling hit chip stocks globally on Tuesday, completely ignoring a blowout preliminary Q2 report from Samsung Electronics, the world’s biggest memory chip maker. Samsung’s preliminary operating profit jumped an incredible 18 times...
U.S. equities declined Tuesday as a sharp selloff in Korean markets rippled through global tech. The S&P 500 fell 0.45% to 7,503.85; the NASDAQ dropped 1.16% to 25,818.69; and the Dow Jones declined 0.25% to 52,925.15. Energy was the top-performing sector...
On Tuesday, US equity futures traded mixed as Dow futures notched modest gains, while S&P 500 and Nasdaq 100 futures slid under the weight of weakening semiconductor names. Major European indices were mixed. In pre-market action, Micron and SanDisk dropped...
China A-Shares Shanghai Composite: -1.26% (3,990.24) | Shenzhen Component: -1.24% (15,225.11) | ChiNext: -0.94% (3,911.91) STAR 50: Marginally closed up 0.28% as semiconductor equipment and silicon wafer segments decoupled from the broader market to post indep...
The global artificial intelligence (AI) hardware trade is flashing signs of exhaustion, leaving South Korea’s benchmark KOSPI index hovering on the precipice of a technical bear market. Driven by an explosive memory upcycle, the KOSPI notched a secular h...
All three major U.S. indices closed higher. The S&P 500 gained 0.72% to 7,537.43; the NASDAQ rose 1.12% to 26,121.16; and the Dow Jones added 0.29% to a fresh record close of 53,055.91. The Dow hit a fresh record as "Trump Account" enthusiasm lifted Dell a...
On Monday, US equity futures extended their upward momentum, with Nasdaq 100 futures surging over 1%, while major European indices broadly declined. Last week, the Dow gained nearly 2%, finishing just shy of the 53,000 psychological milestone. Over the same pe...
China A-Shares Shanghai Composite: +0.37% (4,043.64) | Shenzhen Component: -3.85% (15,498.81) | ChiNext: +0.07% (4,019.93) STAR 50: Closed slightly lower as high-beta AI compute and semiconductor names extended their profit-taking run. Turnover: Combined turno...
Global consumer goods giants are currently navigating external headwinds from shifting consumer preferences, triggering an urgent need to accelerate product innovation, reduce costs, and optimize efficiency. Against this backdrop, integrating artificial intell...
This week, two pivotal events are set to decide the near-term fate of South Korea’s twin market pillars, Samsung Electronics and SK Hynix. Samsung Electronics will release its preliminary Q2 earnings results this Tuesday (July 7), followed just three day...
Last week, the three major US indices posted broad gains, with the Dow up 1.97%, the S&P 500 rising 1.76%, and the Nasdaq gaining 2.12%, driven by cooling rate hike expectations. Looking ahead to this week, investors will scrutinize clues on the Fed’...
China A-Shares Shanghai Composite: +0.32% (4,107.50) | Shenzhen Component: -0.68% | ChiNext: -2.15% STAR 50: -2.85% due to heavy profit-taking in extended AI compute and semiconductor names following global capacity concerns. Turnover: Combined turnover reache...
Entering the second half of 2026, Goldman Sachs derivatives expert Brian Garrett said Thursday that investors are underweighting US tech stocks, especially the "Magnificent Seven" (Mag7). The bank believes investors are ignoring blue-chip sectors and favoring...
The global memory chip market just clocked its best month in history by a wide margin. According to the July "Memory Monthly" report from UBS, monthly sales hit a record $74.6 billion, marking a 31.7% month-over-month increase. UBS notes that as artificial int...
On Wednesday Eastern Time, Bain Capital revealed that it has fully liquidated its remaining stake in Japanese flash memory manufacturer Kioxia. Driven by the news, Kioxia shares surged over 8% on Thursday morning. As a major shareholder, Bain Capital's move to...
U.S. equities ended mixed Wednesday as a Trump-induced intraday rebound faded after a second round of U.S. strikes on Iran was confirmed post-close. The Dow fell 1.09% to 52,348.39; the S&P 500 slipped 0.28% to 7,482.71; while the NASDAQ edged up 0.20% to...
Driven by a massive rally in semiconductors and AI infrastructure, the US stock market just wrapped up its strongest half-year performance in six years. But as the S&P 500 flirts with all-time highs, the Wall Street &34;bull market consensus&34; is hiding...
U.S. equities declined Tuesday as a sharp selloff in Korean markets rippled through global tech. The S&P 500 fell 0.45% to 7,503.85; the NASDAQ dropped 1.16% to 25,818.69; and the Dow Jones declined 0.25% to 52,925.15. Energy was the top-performing sector...
China A-Shares Shanghai Composite: -1.26% (3,990.24) | Shenzhen Component: -1.24% (15,225.11) | ChiNext: -0.94% (3,911.91) STAR 50: Marginally closed up 0.28% as semiconductor equipment and silicon wafer segments decoupled from the broader market to post indep...
All three major U.S. indices closed higher. The S&P 500 gained 0.72% to 7,537.43; the NASDAQ rose 1.12% to 26,121.16; and the Dow Jones added 0.29% to a fresh record close of 53,055.91. The Dow hit a fresh record as "Trump Account" enthusiasm lifted Dell a...
China A-Shares Shanghai Composite: +0.37% (4,043.64) | Shenzhen Component: -3.85% (15,498.81) | ChiNext: +0.07% (4,019.93) STAR 50: Closed slightly lower as high-beta AI compute and semiconductor names extended their profit-taking run. Turnover: Combined turno...
This week, two pivotal events are set to decide the near-term fate of South Korea’s twin market pillars, Samsung Electronics and SK Hynix. Samsung Electronics will release its preliminary Q2 earnings results this Tuesday (July 7), followed just three day...
China A-Shares Shanghai Composite: +0.32% (4,107.50) | Shenzhen Component: -0.68% | ChiNext: -2.15% STAR 50: -2.85% due to heavy profit-taking in extended AI compute and semiconductor names following global capacity concerns. Turnover: Combined turnover reache...
As oil prices pulled back, AI infrastructure plays — memory, optical networking — reclaimed the spotlight, lifting all three major U.S. indices. The S&P 500 rose 0.81% to 7,543.64; the NASDAQ gained 1.30% to 26,206.89; and the Dow Jones edged u...
Artificial intelligence stocks have been the main engine driving the US market higher for the past several months, but now they are dragging down the entire tech sector. Is this just a quick correction, or does it signal a broader market reshuffle? Market anal...
Global oil prices surged and US stock index futures fell sharply on Wednesday as Middle East tensions flared up once again, dragging down major European indices across the board. Speaking at the NATO summit in Turkey on Wednesday, US President Donald Trump dec...
A massive wave of selling hit chip stocks globally on Tuesday, completely ignoring a blowout preliminary Q2 report from Samsung Electronics, the world’s biggest memory chip maker. Samsung’s preliminary operating profit jumped an incredible 18 times...
On Tuesday, US equity futures traded mixed as Dow futures notched modest gains, while S&P 500 and Nasdaq 100 futures slid under the weight of weakening semiconductor names. Major European indices were mixed. In pre-market action, Micron and SanDisk dropped...
The global artificial intelligence (AI) hardware trade is flashing signs of exhaustion, leaving South Korea’s benchmark KOSPI index hovering on the precipice of a technical bear market. Driven by an explosive memory upcycle, the KOSPI notched a secular h...
On Monday, US equity futures extended their upward momentum, with Nasdaq 100 futures surging over 1%, while major European indices broadly declined. Last week, the Dow gained nearly 2%, finishing just shy of the 53,000 psychological milestone. Over the same pe...
Global consumer goods giants are currently navigating external headwinds from shifting consumer preferences, triggering an urgent need to accelerate product innovation, reduce costs, and optimize efficiency. Against this backdrop, integrating artificial intell...
Last week, the three major US indices posted broad gains, with the Dow up 1.97%, the S&P 500 rising 1.76%, and the Nasdaq gaining 2.12%, driven by cooling rate hike expectations. Looking ahead to this week, investors will scrutinize clues on the Fed’...
Entering the second half of 2026, Goldman Sachs derivatives expert Brian Garrett said Thursday that investors are underweighting US tech stocks, especially the "Magnificent Seven" (Mag7). The bank believes investors are ignoring blue-chip sectors and favoring...
