ข้อมูลเชิงลึก GoAI

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Market Morning Wrap13 พ.ค. 2569

GoAI Market Wrap - 13th May

On Tuesday, U.S. stocks closed mixed as investors took profits near the end of a strong Q1 earnings season, weighed down by hotter-than-expected April inflation data and a increasingly fragile U.S.–Iran ceasefire. Chip stocks broadly retreated. Tech weak...

GoAI Market Wrap - 13th May
Breaking Macro Events: Market Impact & Analysis12 พ.ค. 2569

Tonight’s Highlights: U.S. April CPI Climbs to 3.8%; Index Futures Retreat Collectively

U.S. stock index futures trended lower on Tuesday as resurgent oil prices weighed on market sentiment. European equities followed suit, posting broad declines. Pre-market data revealed that the U.S. Consumer Price Index (CPI) rose 3.8% year-over-year in April,...

Tonight’s Highlights: U.S. April CPI Climbs to 3.8%; Index Futures Retreat Collectively
How Are Asian Markets Performing Today?12 พ.ค. 2569

APAC Market Wrap - May 12

China: Major indices closed lower, with the Shanghai Composite slipping 0.25% to 4,214.49 and the Shenzhen Component falling 0.47% to 15,824.92. The ChiNext Index bucked the trend, edging up 0.15% to 3,934.88. Strength was seen in semiconductor equipment, UHV...

Breaking Macro Events: Market Impact & Analysis12 พ.ค. 2569

Global Investors Pour Into Asian Tech Stocks as Analysts Warn of "Double Exposure" Risk

Asian equities have become a magnet for global capital this year, with South Korea’s KOSPI index surging nearly 80% and hitting a fresh record closing high on Monday. Markets in Japan and Taiwan have similarly witnessed massive inflows as international i...

Global Investors Pour Into Asian Tech Stocks as Analysts Warn of "Double Exposure" Risk
Breaking Macro Events: Market Impact & Analysis12 พ.ค. 2569

Still Questioning the "AI Fever"? Wedbush: Q1 Earnings Prove It; Nvidia is the Next Catalyst

Wedbush, a prominent Wall Street investment firm, recently stated that the Q1 earnings season has served as a wake-up call for tech skeptics watching the AI revolution from the sidelines. The firm expects Nvidia’s upcoming earnings report next week to ac...

Still Questioning the "AI Fever"? Wedbush: Q1 Earnings Prove It; Nvidia is the Next Catalyst
Market Morning Wrap12 พ.ค. 2569

GoAI Market Wrap - 12th May

On Monday, all three major U.S. indices closed modestly higher, driven by continued AI momentum. The S&P 500 and Nasdaq hit new all-time highs. Semiconductor stocks significantly outperformed, with memory and optical networking names extending last week&rs...

GoAI Market Wrap - 12th May
Breaking Macro Events: Market Impact & Analysis11 พ.ค. 2569

Tonight’s Highlights: Trump Rejects Iranian Peace Proposal; U.S. Futures Slump

U.S. stock index futures trended lower on Monday, mirrored by broad losses across major European indices. The downturn follows President Trump’s rejection on Sunday of a peace proposal submitted by Iran, which he characterized as "completely unacceptable...

Tonight’s Highlights: Trump Rejects Iranian Peace Proposal; U.S. Futures Slump
Breaking Macro Events: Market Impact & Analysis11 พ.ค. 2569

Targeting 10,000! JPMorgan Hikes KOSPI Forecast Again Amid Semi Boom

JPMorgan has moved swiftly to revise its outlook, raising the target for the South Korea Composite Stock Price Index (KOSPI) for the second time in less than a month. The upgrade reflects a potent mix of an accelerating semiconductor cycle, corporate governanc...

Targeting 10,000! JPMorgan Hikes KOSPI Forecast Again Amid Semi Boom
Breaking Macro Events: Market Impact & Analysis11 พ.ค. 2569

Google Sets Sights on Nvidia’s Throne: A New King of Market Cap?

Over the past year, Alphabet, the parent company of Google, has evolved from an AI "also-ran" into a dominant force across nearly every facet of the technology. Now, it is closing in on a monumental milestone: overtaking semiconductor giant Nvidia to become th...

Google Sets Sights on Nvidia’s Throne: A New King of Market Cap?
Weekly Briefing10 พ.ค. 2569

Global Highlights for This Week : April CPI to Set Tone for Fed’s "Warsh Era"; AI Chip Star Prepares for Debut

In the week just passed, global capital markets remained largely unfazed despite the continued blockage of the Strait of Hormuz and the volatile news cycle—oscillating between skirmishes and rumors of a "near-deal on a ceasefire memorandum." Several majo...

Global Highlights for This Week : April CPI to Set Tone for Fed’s "Warsh Era"; AI Chip Star Prepares for Debut
Breaking Macro Events: Market Impact & Analysis9 พ.ค. 2569

"Bond King" Issues New Warning: No Rate Cuts This Year; Cash and Gold Are King

While global equity markets continue their feverish rally, the "Bond King" is issuing a stark warning to those diving into risk assets. Jeffrey Gundlach, the "Bond King" and Chief Investment Officer of DoubleLine Capital, stated in an interview this week that...

"Bond King" Issues New Warning: No Rate Cuts This Year; Cash and Gold Are King
Breaking Macro Events: Market Impact & Analysis9 พ.ค. 2569

Is the "AI Investment Wave" Starting to Backfire on U.S. Stocks? Goldman Warns Key Upside Support Is Being Eroded

In the massively expensive "arms race" of artificial intelligence, corporations are aggressively deploying capital. However, this comes at a price: the pace of corporate share buybacks is slowing down. Goldman Sachs points out that as AI capital expenditure (C...

Is the "AI Investment Wave" Starting to Backfire on U.S. Stocks? Goldman Warns Key Upside Support Is Being Eroded
Breaking Macro Events: Market Impact & Analysis8 พ.ค. 2569

Tonight’s Highlights: April Non-Farms Beat Expectations; U.S. Futures Rally Collectively

U.S. stock index futures rose on Friday as traders monitored the latest developments between the U.S. and Iran. Major European indices trended lower across the board. International oil prices edged higher, with Brent crude hovering near $100 per barrel. The up...

How Are Asian Markets Performing Today?8 พ.ค. 2569

APAC Market Wrap - May 8

China: Major indices closed mixed, with the Shanghai Composite finishing flat (0.00%), while the Shenzhen Component fell 0.50% and the ChiNext Index dropped 0.96%. Aerospace, reducers, and defense sectors saw active trading, whereas fluoro-chemicals, energy me...

Breaking Macro Events: Market Impact & Analysis8 พ.ค. 2569

Wall Street Legend: AI Bull Market Could Last Another Year or Two; Increases Exposure

As the AI trade propels U.S. equities to fresh record highs, debate over a potential painful correction in the tech sector has reached a fever pitch. However, billionaire hedge fund manager and legendary investor Paul Tudor Jones is doubling down on the AI rac...

Wall Street Legend: AI Bull Market Could Last Another Year or Two; Increases Exposure
Breaking Macro Events: Market Impact & Analysis8 พ.ค. 2569

A Fractured Financial World: Equity Markets Revel in Conflict While Bonds Recoil from Inflation

The global financial landscape is currently defined by a stark divergence: a surging U.S. stock market and a volatile, beleaguered bond market. As the two primary barometers of global finance, they are reacting in diametrically opposed ways to the spike in oil...

A Fractured Financial World: Equity Markets Revel in Conflict While Bonds Recoil from Inflation
Market Morning Wrap8 พ.ค. 2569

GoAI Market Wrap - 8th May

U.S. equities reversed course as last week’s leading sectors entered a broad pullback, with AI darlings digesting steep recent gains while AI software names outperformed. A late-day escalation in military clashes between U.S. and Iranian forces in the St...

GoAI Market Wrap - 8th May
Breaking Macro Events: Market Impact & Analysis7 พ.ค. 2569

Tonight’s Highlights: U.S.-Iran Negotiations Near Restart; U.S. Indices Eye New Highs

U.S. stock index futures edged higher on Thursday, bolstered by growing optimism that Washington and Tehran are on the verge of a definitive agreement to end hostilities. The uptick follows a record-breaking session on Wednesday, where both the S&P 500 and...

Forex & Commodities Pulse: Tracking Global Prices7 พ.ค. 2569

Gold's Fate Ties to the Fed: Morgan Stanley Targets $5,200 by Year-End Amid Lingering Rate Cut Hopes

Despite persistent geopolitical uncertainty from the U.S.-Iran conflict, gold has struggled to assert its traditional safe-haven status. However, the bullion market appears to be regaining upward momentum, with prices currently testing new resistance levels at...

Gold's Fate Ties to the Fed: Morgan Stanley Targets $5,200 by Year-End Amid Lingering Rate Cut Hopes
Breaking Macro Events: Market Impact & Analysis7 พ.ค. 2569

South Korean Equities Surpass Canada to Become World’s Seventh-Largest Stock Market

Propelled by the relentless global demand for AI-driven semiconductors, the South Korean stock market has overtaken Canada to claim the spot as the world's seventh-largest equity market. According to industry data, the total market capitalization of South Kore...

South Korean Equities Surpass Canada to Become World’s Seventh-Largest Stock Market