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Breaking Macro Events: Market Impact & Analysis15 เม.ย. 2569

Memory Crisis Hits Smartphone Supply Chain: Global Shipments Fall 4.1% in Q1

After ten consecutive quarters of expansion, the global smartphone market has finally shown signs of fatigue. IDC reported Wednesday that Q1 2026 global shipments fell 4.1% year-over-year to 289.7 million units, marking the end of a growth streak that began in...

Memory Crisis Hits Smartphone Supply Chain: Global Shipments Fall 4.1% in Q1
How Are Asian Markets Performing Today?15 เม.ย. 2569

APAC Market Wrap — Apr 14

China Equity Markets: The Shanghai Composite remained flat, edging up 0.01%, while the Shenzhen Component and ChiNext Index fell 0.97% and 1.22%, respectively. The pharmaceutical sector rallied against the broader trend, while lithium battery concepts saw a co...

Breaking Macro Events: Market Impact & Analysis15 เม.ย. 2569

ASML Posts Q1 Beat: CEO Predicts 2026 Will Be Another "Growth Year"

ASML Holding NV (ASML) reported first-quarter 2026 results on Wednesday that broadly exceeded analyst expectations. Despite a cautious Q2 outlook, the lithography leader raised its full-year guidance, signaling sustained momentum in the semiconductor equipment...

ASML Posts Q1 Beat: CEO Predicts 2026 Will Be Another "Growth Year"
Breaking Macro Events: Market Impact & Analysis15 เม.ย. 2569

FAO Warning: U.S.-Iran Standoff Threatens Global Food Security Crisis

The Food and Agriculture Organization (FAO) of the United Nations has issued a stark warning: maritime transit for critical agricultural supplies through the Strait of Hormuz must resume immediately. Failure to do so risks a dangerous inflationary spike in glo...

FAO Warning: U.S.-Iran Standoff Threatens Global Food Security Crisis
Market Morning Wrap15 เม.ย. 2569

GoAI Market Wrap - 15th Apr

Buoyed by optimism that a new round of U.S.–Iran talks could begin imminently, all three major U.S. indices extended their rally on Tuesday, with the S&P 500 closing within striking distance of a new all-time high. The Nasdaq posted its tenth consecu...

GoAI Market Wrap - 15th Apr
Breaking Macro Events: Market Impact & Analysis14 เม.ย. 2569

Tonight Highlights | U.S.-Iran Signal Continued Talks; Oil Slides Below $100 as Global Equities Rally

Investor optimism regarding a potential U.S.-Iran deal drove U.S. stock futures and major European indices higher on Tuesday. Markets are also digesting a fresh wave of corporate earnings alongside cooling inflation data. U.S. March Producer Price Index (PPI)...

How Are Asian Markets Performing Today?14 เม.ย. 2569

APAC Market Wrap — Apr 14

China Equity Markets: Major indices closed higher across the board, with the Shanghai Composite gaining 0.95%, the Shenzhen Component rising 1.61%, and the ChiNext Index surging 2.36%. Computing hardware remained a dominant theme, led by a breakout in PCB conc...

Breaking Macro Events: Market Impact & Analysis14 เม.ย. 2569

Amazon Races to Catch SpaceX: Reportedly in Advanced Talks to Acquire GlobalStar

Amazon is in deep negotiations to acquire satellite operator GlobalStar, with a deal potentially being announced as early as Tuesday, according to sources familiar with the matter. If successful, the acquisition would bolster Amazon's satellite capabilities as...

Amazon Races to Catch SpaceX: Reportedly in Advanced Talks to Acquire GlobalStar
Breaking Macro Events: Market Impact & Analysis14 เม.ย. 2569

Bullish on Equities: HSBC Sees Potential V-Shaped Recovery Despite Middle East Tension

HSBC has maintained a steadfastly bullish stance on risk assets since last April's "Liberation Day," standing firm in its optimism even as the conflict with Iran persists. Analysts argue that investors need not wait for a total cessation of tensions; even a ma...

Bullish on Equities: HSBC Sees Potential V-Shaped Recovery Despite Middle East Tension
Market Morning Wrap14 เม.ย. 2569

GoAI Market Wrap - 14th Apr

Overnight and into Monday’s session, all three major U.S. indices closed higher despite disruption from Washington’s blockade order on Iranian ports, as reports that both sides remain in contact lifted sentiment. The S&P 500 recovered all of it...

GoAI Market Wrap - 14th Apr
Breaking Macro Events: Market Impact & Analysis13 เม.ย. 2569

Tonight Highlights | Hormuz Risks Resurface; Oil Surges as Global Equities Retreat

On Monday, international oil prices spiked while U.S. stock futures and major European indices trended significantly lower. This follows the failed U.S.-Iran negotiations and President Trump's subsequent announcement of a blockade on the Strait of Hormuz. U.S....

How Are Asian Markets Performing Today?13 เม.ย. 2569

APAC Market Wrap — April 7

China Equities: China’s major indexes closed in positive territory, with the Shanghai Composite edging up 0.06%, the Shenzhen Component gaining 0.69%, and the ChiNext Index rising 0.8%. Sector-wise, energy storage and CPO (Co-packaged Optics) concepts sa...

Breaking Macro Events: Market Impact & Analysis13 เม.ย. 2569

Wall Street Rundown: Failed U.S.-Iran Talks May Trigger Risk Market Meltdown

Peace negotiations between the U.S. and Iran have failed to yield results, leaving the two nations in a persistent deadlock. Over the weekend, President Trump announced a naval blockade of the Strait of Hormuz to intercept and inspect all vessels paying transi...

Wall Street Rundown: Failed U.S.-Iran Talks May Trigger Risk Market Meltdown
Forex & Commodities Pulse: Tracking Global Prices13 เม.ย. 2569

Trump Vows to Blockade Hormuz and Iranian Ports; Oil Prices Surge 8% on Escalation

Following a "fruitless" end to weekend peace talks, tensions between Washington and Tehran have reached a fever pitch. International oil benchmarks reacted sharply during Monday’s Asian trading session, with both Brent and WTI futures surging approximate...

Trump Vows to Blockade Hormuz and Iranian Ports; Oil Prices Surge 8% on Escalation
Breaking Macro Events: Market Impact & Analysis12 เม.ย. 2569

Global Highlights for This Week: Ceasefire Buoys Markets as Earnings Season Tests Resilience

Last week, optimism over a de-escalation in geopolitical tensions lifted financial markets, fueling a broad rally across major U.S. indices while international crude prices saw a sharp correction. By Friday's close, the Dow had gained 3.04% for the week, the S...

Global Highlights for This Week: Ceasefire Buoys Markets as Earnings Season Tests Resilience
Market Morning Wrap11 เม.ย. 2569

GoAI Market Wrap - 11th Apr

U.S. major indices closed mixed on Friday as semiconductor stocks led by Nvidia powered the Nasdaq to an eighth consecutive daily gain, while the S&P 500 snapped its seven-day winning streak. March CPI came in at 3.3% YoY, driven by a 10.9% energy surge, k...

GoAI Market Wrap - 11th Apr
Article10 เม.ย. 2569

Brazil CPI (MoM) at 0.88%, Above Market Expectations

Brazil's Consumer Price Index (CPI) rose by 0.88% month-over-month in March, exceeding the forecast of 0.77%. This figure marks an increase from the previous month's CPI of 0.70%, indicating accelerating inflationary pressures in the economy. Potential Impacts...

Breaking Macro Events: Market Impact & Analysis10 เม.ย. 2569

The Death Spiral Has Begun! Markets Face Hidden Risks Amid Surface Strength

While major averages continue to grind higher, the market’s surface-level resilience masks a deepening structural rot. Yesterday’s acceleration in the software sell-off was no outlier; it was a textbook "liquidity cascade" driven by a confluence of...

The Death Spiral Has Begun! Markets Face Hidden Risks Amid Surface Strength
Breaking Macro Events: Market Impact & Analysis10 เม.ย. 2569

Natural Gas Prices Could Double! Goldman Sachs Warns Strait Disruption Brewing Bigger Crisis

Although global oil and gas markets have already surged sharply due to the Strait of Hormuz disruption, Goldman Sachs analysts warn that the real natural gas crisis is still brewing. Samantha Dart, co-head of Global Commodities Research at Goldman Sachs, warne...

Market Morning Wrap10 เม.ย. 2569

GoAI Market Wrap - 10th Apr

U.S. equities advanced for a seventh straight session on Thursday, with the S&P 500 and Nasdaq each extending their winning streaks. Chip stocks led the advance, with the Philadelphia Semiconductor Index rising 2.1% and SanDisk surging 9.05% to an all-time...

GoAI Market Wrap - 10th Apr