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...
China A-Shares Shanghai Composite: +0.44% (4,112.45) | Shenzhen Component: -0.53% | ChiNext: -1.89% STAR 50: -2.48% due to heavy profit-taking in extended AI compute and semiconductor names. Turnover: Expanded to RMB 3.66T across Shanghai, Shenzhen, and Beijin...
On Tuesday, Bernstein hiked its price target for SanDisk by nearly 80%, from $1,700 to $3,000, bringing it close to Wall Street's street-high target of $3,250, while maintaining an "Outperform" rating on the stock. Based on Tuesday's closing price, this new ta...
S&P 500 closed Q2 at +14.87% (best quarter since 2020) and the Dow set a new closing record on June 30. SanDisk surged 10.89% and the Philly Semi Index gained 3.92%. Emerging markets posted their best quarter since 2009. Fed rate swaps now price 36% odds o...
Heading into the final trading session of the first half of 2026, market participants remain anxious over the murky prospects of a US-Iran diplomatic resolution. As conflicting statements muddy the waters regarding whether the Doha talks will actually occur, t...
Behind the relentless rally in US equities lies a cluster of structural anxieties: stretched valuations, fears of an artificial intelligence bubble, and an emerging technical divergence. A rare signal has just flashed, with analytical models suggesting a 67% p...
U.S. stocks staged a strong intraday reversal Monday, with all three major indices closing higher and the Dow Jones setting a new closing record. GOOGL (newly added to the Dow) gained 4.79%, Amazon +3.2% on AWS GPU price hike news, and the Philly Semiconductor...
