US stocks continue to see the rotation at of AI/Chips and intoindustrials. Dow industrial average is up 297 points or 0.55%. S&P index is down -16 points or...
FUNDAMENTAL OVERVIEWThe S&P 500 has been mostly rangebound this month as the US-Iran crisis brought back inflation and growth risks. This has also happened ...
It's an ugly day for Asian equities to say the least as tech shares, chipmakers and semiconductors especially, are being taken to the cleaners. South Korea's be...
Global markets are confronting sharp cross-asset turbulence as Asia leads a steep risk-off move, with South Korea's Kospi extending its decline to 10% after bre...
If the trillion dollars in capex spent on AI this year ends up being worth it, a big breakthrough needs to happen. Most likely, that will come from AI learning ...
I wrote about how ugly the Kospi chart was earlier but it's certainly unfolding faster than anticipated. It broke the support of the July lows and the February ...
South Korea's main KOSPI stock index just opened 5% lower. Perhaps more importantly, it also just broke the July lows as the bubble bursts in incredibly quick f...
Nucor (NYSE: NUE) just delivered the kind of quarter that validates the entire domestic-steel thesis, and it did it with numbers that weren't close to what the ...
The major US stock indices painted a mixed picturewith the Dow industrial average and Russell 2000 posting solid gains, while the S&P 500 finished nearly un...
There's going to be quite a lot for markets to digest in the week ahead. US-Iran developments are already making waves to start the new week but keep in mind th...
Chipmaker fever has hit mainland China with shares of CXMT jumping about 470% in the IPO debut. That gives it a market cap set to hit 3.3 trillion yuan, or $487...
The market just posted a down week because Alphabet delivered perfectly solid results and got shelled anyway — capex guidance marched toward $200 billion and fr...