Markets await Middle East peace progress, monitor central bank policy shifts, and analyze the yen’s persistent weakness against the dollar. US-Iran Truce and Strait of Hormuz Stability Financial markets are…
-
-
The S&P 500 Index has come under pressure in the past few days, moving from the year-to-date high of $7,620 to the current $7,354. This retreat continued amid the rising…
-
The reflex take on Broadcom (AVGO) is that it is just another way to ride Nvidia’s AI boom. It is closer to the opposite. Broadcom’s growth engine is custom AI…
-
A growing chorus of China’s most influential hedge fund managers is sounding the alarm on what they describe as a dangerously overheated global AI trade. After an explosive run-up in…
-
The tired framing of Intel is the fallen giant that missed mobile, missed AI, and handed its manufacturing crown to Taiwan. That story is two years out of date. Intel…
-
Micron Technology’s MU shares fell sharply on Friday, giving up part of the gains recorded earlier in the week despite the memory chipmaker reporting stronger-than-expected quarterly results. The stock declined…
-
Forget the reflex that says memory chips are dumb commodities doomed to boom and bust. The single most important number in Micron Technology’s (NASDAQ: MU) fiscal third quarter is not…
-
Micron Technology (MU) briefly moved ahead of Meta Platforms (META) and Tesla (TSLA) in market capitalization on Thursday, after a strong outlook from the memory chipmaker extended its rally driven…
-
Thailand’s Department of Special Investigation has issued an arrest warrant for Chinese businessman Wang Yicheng, alleging he helped run a network that laundered proceeds from scams and online gambling through…
-
Wendy’s shares WEN surged more than 30% in early trading on Wednesday as retail investors piled into the fast-food chain, overshadowing the company’s latest executive appointment and reviving memories of…