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Bank on it
Europe's ASML raises its full-year revenue forecast, steadying sentiment around AI infrastructure spending after IBM logged its worst single-day stoc…
1 month, 1 week ago
Blockade and a hard place
A fresh escalation in the Gulf, with Iranian missile attacks on shipping and a U.S. blockade declaration, pushes oil sharply higher and overshadows t…
1 month, 1 week ago
Iran's trump card
Oil prices surge but traders aren't panicking yet as U.S.-Iran strikes escalate and Iran claims the Strait of Hormuz is closed - even as U.S. Central…
1 month, 1 week ago
SK Hynix makes its Nasdaq debut
SK Hynix hits the Nasdaq today, but can it close the valuation gap with Micron? Also, Japan's Finance Ministry tells its $1.81 trillion pension fund …
1 month, 2 weeks ago
Oil's three-day surge
Oil prices jump after President Trump says the U.S. memorandum of understanding with Iran is "over," while chip stocks see a brief Asia-session rally…
1 month, 2 weeks ago
Oil spikes, chips slide
Oil jumps after President Donald Trump says the U.S. ceasefire with Iran is over after the two sides traded attacks overnight. Chip stocks slide as C…
1 month, 2 weeks ago
Samsung's AI problem
Samsung posted a 19-fold jump in quarterly revenue overnight, but shares fell 10% as investors weigh whether the AI trade is shifting from scarcity t…
1 month, 2 weeks ago
Glut feeling
OPEC+ approves another production quota increase of 188,000 barrels per day, adding to market bets on a supply glut. Chip stocks are also in focus, w…
1 month, 2 weeks ago
Soft jobs, hard choices
The U.S. economy added just 57,000 jobs in June, well below the 110,000 forecast in a Reuters poll, taking pressure off the Fed and pushing the dolla…
1 month, 3 weeks ago
Hire expectations
Meta surges 10% after reports the company is building out a cloud business and looking to monetize excess AI computing capacity. June payrolls land a…
1 month, 3 weeks ago