A looming labor dispute that threatens to rattle the global semiconductor supply chain is currently weighing on Samsung Electronics, the world’s largest memory chipmaker. Despite the friction, JPMorgan analysts maintained their bullish stance on Wednesda...
On Wednesday ET, the S&P 500 and Nasdaq Composite both closed at fresh record highs, driven by a strong rebound in chip stocks, even as hotter-than-expected inflation data all but extinguished hopes for a near-term Fed rate cut. Daily Market Brief ·...
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 edged up 0.15% to 3,934.88. Sector-wise, semiconductor equipment, UHV (Ultra-High Voltage), power...
Nvidia is scheduled to report its fiscal first-quarter 2027 results after the market closes next Wednesday, May 20. Ahead of the highly anticipated print, Wells Fargo analyst Aaron Rakers has issued a ringing endorsement, raising his price target from $265 to...
Wall Street traders moved decisively on Tuesday to abandon remaining hopes for Federal Reserve rate cuts, shifting their focus to the growing reality that the next policy move may actually be a rate hike. According to the CME FedWatch Tool, which tracks 30-day...
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...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
