Wall Street
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The AI trade powers on, as luxury stocks surge
Key takeaways ASML eases fears about sustainability of AI trade The two-tier AI trade The US’s Goldilocks moment China growth…
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TSMC Shows That Companies Are Still Investing Billions in AI
TSMC is once again providing investors with evidence that the artificial intelligence boom still has strong foundations. The Taiwanese semiconductor…
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Meta Flex Its Own AI Chips Muscles. Is the Era of Full Dependence on NVIDIA Slowly Coming to an End?
Meta is once again attracting market attention, this time not because of another artificial intelligence model, but because of a…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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