Samsung $65bn buyback and new chip cluster talks spark South Korea equity bounce
The combination of a near-$65 billion buyback and active government coordination with both Samsung and SK Hynix on ac ...
BofA lifts Nikkei target to 76,000 on AI demand, Hormuz relief and rising corporate ROE
A Nikkei target of 76,000 represents meaningful upside from current levels and the revision will carry weight given B ...
Retail investors chase AI upside as pros stay cautious and Nasdaq longs pile up
The combination of record retail inflows concentrated in AI-linked names and deeply profitable Nasdaq long positions ...
Alphabet will replace Verizon in the Dow Jones Industrial Average
Alphabet joins its megacap tech peers Nvidia , Amazon , Apple and Microsoft in the DJ index.
This article was wri ...
Mixed market signals: Tech stocks tumble while consumer sectors gain ground
Sector OverviewToday’s market heatmap reveals a day of mixed outcomes across various sectors, with technology s ...
OpenAI targets $100bn in ad revenue by end of decade, Semafor reports
A $100 billion advertising target by 2030 puts OpenAI in direct competition with the established revenue models of Al ...
AI, fiscal spending and credit growth to drive markets higher, UBS says
The $820 billion AI capex forecast for 2026, rising to roughly $990 billion in 2027, is the single most consequential ...
Liquidity squeeze, not rate hikes, is the near-term threat to stocks, says Morgan Stanley
Wilson’s liquidity warning is the most actionable element for traders: with the Reserve Management Program down ...
Market recap: Tech giants stumble amid semiconductor rally
Sector OverviewToday’s US stock market heatmap highlights a mixed performance across key sectors. Here’s ...
US futures – Globex – has opened for the new week, equity indexes down, oil up
Earlier:AXIOS report that US and Iran make headway on Hormuz access ahead of technical-level talksQatar moves to cont ...
Tech breakthrough: Semiconductors surge, energy struggles
Sector Overview: Tech Drives the MarketThe technology sector, particularly semiconductors, leads the market today wit ...
Tech stocks face mixed fortunes: Broadcom surges while Microsoft tumbles
Tech stocks face mixed fortunes: Broadcom surges while Microsoft tumblesThe US stock market today presents a tapestry ...