The Port of Los Angeles, the busiest container seaport in the United States, announced on Wednesday that its June container throughput hit an all-time high. The surge was driven by cargo owners—ranging from retailers to data center developers—scram...
Why did the semiconductor sector lose its footing today despite ASML’s blowout earnings? The knee-jerk reaction in the market stems from a common anxiety: if the demand for lithography machines is this strong, does it mean that memory and logic chipmaker...
Indices edged higher on back-to-back cooling inflation prints and strong bank earnings, but memory stocks cratered 8–9% and SpaceX fell for a fourth day. Fed July hike odds dropped to 10.2%, yet Hormuz tensions and renewed energy price risk keep sentimen...
U.S. stock index futures edged higher on Wednesday, led by chip stocks, while major European indices turned in a mixed performance. Pre-market data showed U.S. June PPI rose 5.5% YoY (vs. 6.2% exp) and fell 0.3% MoM (vs. flat exp). Core PPI increased 4.7% YoY...
Goldman Sachs delivered a stellar Q2 2026 earnings report, handily beating Street estimates. Beyond a booming investment banking division, its equities trading desk clinched a historic high, fixed-income rebounded from a prior-quarter slump, and both its effic...
Following a brutal sell-off in the previous session, South Korean equities rebounded sharply, triggering temporary programmatic trading curbs (Sidecar) for five minutes on both the benchmark KOSPI and tech-heavy KOSDAQ. Market volatility continues to intensify...
Cooler-than-expected CPI and strong Q2 bank earnings lifted all three major indices. Fed hold probability jumped to 83.4% for July, easing near-term rate hike fears. Geopolitical risk around Hormuz remains a watchpoint for energy prices and inflation. Daily Ma...
U.S. June CPI rose 3.5% YoY (vs. 3.8% exp; 4.2% prior) and fell 0.4% MoM (vs. -0.1% exp; +0.5% prior). Core CPI rose 2.6% YoY (vs. 2.8% exp; 2.9% prior) and remained unchanged MoM (vs. +0.2% exp), pushing Nasdaq futures up over 1%. IBM plunged over 22% pre-mar...
China A-Shares The Shanghai Composite rose 1.36% to 3,967.13; the Shenzhen Component gained 2.77% to 14,924.87; and the ChiNext Index surged 3.43% to 3,851.14, while the STAR 50 added 0.77%. Markets staged a sharp V-shaped afternoon reversal as institutional f...
U.S. small- and mid-cap stocks are breaking out of a multi-year slump to post their best returns in over two decades, as investors rotate away from high-growth tech giants toward undervalued names poised to benefit from the artificial intelligence investment b...
Amid growing anxieties over a potential Federal Reserve "rate hike nightmare," Robert Minter, director of investment strategy at Abrdn, is questioning the market's increasingly hawkish interpretation of U.S. monetary policy. The Fed's semi-annual monetary poli...
All three major U.S. indices fell as Trump’s Iran naval blockade sent oil surging and rattled risk appetite. Tech led the selloff while energy outperformed. Investors brace for a heavy week: Q2 bank earnings, CPI/PPI data, and Fed Chair Warsh’s fir...
US stock index futures slid on Monday as chipmakers tracked overseas peers sharply lower premarket, sending Nasdaq 100 futures down over 1%. Major European indices logged widespread losses. A wave of profit-taking hit AI-related concepts as investors increasin...
Wall Street is heading into an earnings season with profits near historic highs, but for investors, the overarching question remains: will it be enough to keep the roaring US bull market on track? The second-quarter earnings season kicks off this Tuesday. Data...
US equities typically command a core position in a standard global strategic allocation portfolio. For international investors, however, the asset class currently presents a classic dilemma. On one hand, US large-caps offer a strong return on equity (ROE), man...
SpaceX shares have dropped roughly 28% from their post-"epic IPO" peak of over $200. This slide has prompted veteran investor George Noble to double down on his bearish stance, warning that the stock is staring down a massive wave of insider selling in the com...
SK Hynix’s landmark Nasdaq debut (+12.76%), combined with strength in Meta and NVIDIA, lifted all three major U.S. indices to modest gains on Friday. The S&P 500 rose 0.42% and the NASDAQ gained 0.29%, both triggering their first MACD golden cross si...
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...
