Its an awfully bleak day in equity markets here in Asia. As I post Japan's Nikkei is down 3.8%, SoftBank, whose share price has been boosted by CEO Masayoshi So...
US equity index futures are softer following Thursday's mixed results:ES -0.2%, NQ -0.7%Asia-Pac is mainly lower, this snapshot from CNBC:This getting some atte...
The combination of a landmark domestic investment pledge from Samsung and a government commitment to hold fuel price caps until inflation stabilises gives the K...
Greg wrote a great post about the technicals for megacap tech and how they're a problem. All of Nvidia, Alphabet, Meta, Microsoft, Apple, Amazon and Tesla are l...
🌐 Sector OverviewThe latest stock market heatmap reveals a challenging day for the Technology sector, particularly in semiconductors and software infras...
JPMorgan's Michael Cembalest said non-US equities trade at roughly a 25% forward P/E discount to US stocks, near record lows, but attractive valuations have fai...
The flash crash warning on speculative AI momentum names is the detail traders will focus on, not the headline target upgrade. JP Morgan is effectively signalli...
Sector OverviewThe US stock market today shows a vibrant picture, with significant movements across various sectors. The communication services sector is leadin...
The combination of a near-$65 billion buyback and active government coordination with both Samsung and SK Hynix on accelerated chip facility construction is a r...
A Nikkei target of 76,000 represents meaningful upside from current levels and the revision will carry weight given BofA's visibility on global fund flows into ...
The combination of record retail inflows concentrated in AI-linked names and deeply profitable Nasdaq long positions sitting at extended levels is a setup that ...