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...
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...
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 Dow hit a new record close of 52,900.07 (+1.14%) as Apple surged 4.84% and defensives rallied on a weak June payrolls report (57K vs. 113K est.), cooling July rate-hike fears. Semis fell for a second day on AI oversupply concerns. For the week, the Dow gai...
Ahead of the final US trading session of the week, the three major index futures spiked concurrently on the back of early nonfarm payrolls data. Following today's closing bell, US markets will enter a long holiday weekend to celebrate the nation's 250th Semiqu...
Following an epic run in Q2 and the first half, the market hit its first speed bump of H2: Meta is reportedly entering the cloud business to sell off its excess AI compute resources. The market panicked. Curiously, the sharpest drops were not among the Big Thr...
Ben Snider, Senior US Equity Strategist at Goldman Sachs Research, rejected concerns over an artificial intelligence (AI) bubble in a recent interview, stating he remains focused on three major themes within the AI trade. Three Major Anxieties 1. Hyperscalers...
Q3 opened with a sharp hardware-to-software rotation as the Philadelphia Semiconductor Index tumbled 6.27% and SMH fell 5.4%. The S&P 500 slipped 0.22% and NASDAQ dropped 0.66%, while software (IGV +3.02%) and blue chips attracted rotation capital. Fed Cha...
