Wall Street
-

Apollo Global warns on AI – Has the market become too optimistic?
Key takeaways Apollo argues that the market may be overly optimistic about the pace of AI monetization, with consensus expecting…
Read More » -

Another poker play by Michael Burry
Michael Burry, the investor known for correctly betting against the U.S. housing market ahead of the 2008 crisis, has revealed…
Read More » -

US100 rebounds 1% – SK hynix attracts record demand ahead of Nasdaq debut.
Key takeaways Nasdaq 100 futures climb nearly 1% as global oil prices cool following their recent rally. Demand for SK…
Read More » -

The End of the Disc Era: How the Demise of Physical Games Will Boost Sony’s Margin
When Sony announced that, from January 2028, the PlayStation 5 would no longer support new titles on physical media, the…
Read More » -

Will the AI Bull Market Return to Wall Street? Meta Platforms’ New Business Could Be the Catalyst
Key takeaways Meta Compute could become a new revenue stream for Meta Platforms, much like AWS eventually became Amazon’s most…
Read More » -

Chart of The Day – Will SpaceX inclusion in the Nasdaq 100 bring a new wave of growth?
SpaceX joins the Nasdaq 100, one of the most closely watched global stock indices, today. What might this mean for…
Read More » -

ISM and semiconductors in the spotlight after the long weekend
The US stock market returns to trading after the end of the long weekend. The session open is not bringing…
Read More » -

Are delay risks starting to weigh on Nvidia’s valuation narrative?
Recent reports of delays in Nvidia’s next-generation AI infrastructure, including systems based on the Vera Rubin platform, are causing a…
Read More » -

Michael Burry is shorting Micron – Is this the end of the semiconductor bubble?
Michael Burry, the investor known for his successful bet against the U.S. housing market ahead of the 2008 crisis, is…
Read More » -

Independence Day: chip stocks and the yen recover
There is a positive tone to markets to end the week. A mixture of relief post the payrolls data, a…
Read More »










