A loosening of Beijing's own restrictions on Nvidia's H200 chips, even at a small scale, signals that Chinese authorities are prioritising domestic AI competiti...
Stock market updateの記事一覧
Asian equites are opening weaker following the continued fall on Wall Street and the ongoping stalemate over Hormuz. This article was written by Eamonn Sheridan...
The scale of bullishness in BofA's August survey points to a market where positioning, rather than valuation or macro risk, may become the more relevant vulnera...
The VIX sitting at its lowest level of the year points to a market pricing very little event risk into the next several weeks, a gap UBS argues is justified by ...
The scale of off-balance-sheet AI commitments adds a layer of hidden leverage that traditional valuation metrics may be understating, a risk factor equity inves...
Franklin Templeton's note lands as a risk-on counterweight to the more cautious Fed and inflation narratives dominating this week, arguing that strong corporate...
UBS is telling clients that despite the risk of bouts of volatility as Fed policy expectations shift with each data print, the broader global equity rally remai...
The read-through from Wall Street's chip strength is landing forcefully across Asia, with Japan's Topix extending a seventh straight session of gains to a fresh...
The scale and speed of these refunds matters more for the earnings-quality debate than for the broader macro picture: over 40 S&P 500 companies booking arou...
Goldman's read reinforces the market's post-CPI lean toward a September hold, adding a well-known sell-side voice to a narrative already supported by Wednesday'...
The split between Tokyo and Seoul on Wednesday captures two different reads on the same macro backdrop. Japanese investors are staying cautious ahead of the US ...
South Korean equities extended their advance for a second straight session, with Samsung Electronics doing much of the heavy lifting even as SK Hynix and LG Ene...