Fintech
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AI Power Stocks Could Be a Once-in-a-Generation Trade. Start With the Companies Behind Every Data Center.
When people think of AI, they usually default to the big names like Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), and Marvell (MRVL). The chip producers, the…
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Chart of The Day – AUD/USD down despite strong Austarlian job market data
n labour market proved more resilient than expected, with the unemployment rate falling to 4.4% from a five-year high of…
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Microsoft – Hedge Fund Sharply Cuts Position and Warns About AI Risks
Microsoft is down more than 1% after reports that hedge fund TCI Fund Management significantly reduced its position in the…
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S&P 500 companies with the record net margin since 2009 – FactSet data
S&P 500 profit margins remain remarkably resilient despite concerns over higher oil prices. According to FactSet data, the blended net…
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Meta Platforms will report earnings today 🗽What will social media giant show?
Meta Platforms (META.US) is set to report its Q1 2026 results at one of the most demanding moments for the…
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Tesla surges 4% after earnings supporting sentiments Wall Street
Yesterday’s U.S. earnings calendar was clearly dominated by Tesla (TSLA.US), which beat market expectations on both earnings per share and…
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“AI” Layoffs: Is it a fiction?
Headlines about successive layoffs, carried out or planned, mostly in the US and mostly in technology-related sectors, have become a…
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Software Stocks Rebound
The market mood is upbeat as we move through Tuesday. US equity futures are edging higher, and the rally in…
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Earnings – Wells Fargo, Profit Growth Versus Earnings Quality
Wells Fargo started 2026 with a quarter that, at first glance, appears solid at the earnings level, but in reality…
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Tech Talk – SaaS-Pocalypse
Despite moderately cautious investor sentiment, today’s session marks yet another day of sharp declines for software stocks. This move is…
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