As AI spending surges, investors face a classic choice: TSMC, the indispensable manufacturer powering the entire industry, or AMD, the aggressive designer aiming to dethrone Nvidia. We analyze the risk-reward calculus.
Defense contractor L3Harris Technologies wins a significant U.S. Navy award to develop the Red Wolf long-range precision strike vehicle for the Marine Corps, underscoring the Pentagon's focus on advanced targeting capabilities and bolstering the company's portfolio in next-generation weapons.
D-Wave Quantum Inc. announces a tenfold speed boost in missile defense simulations with partners Anduril and Davidson, alongside a $20M academic deal and a Fortune 100 QCaaS contract, signaling broader quantum computing integration.
President Trump's apparent endorsement of a weaker dollar is not mere rhetoric but a strategic pillar of his economic agenda, aimed at boosting US competitiveness and narrowing the trade deficit, with significant implications for global central banks and currency markets.
Facing declining core automotive revenue, Tesla announces a radical strategic shift, halting production of flagship luxury models to fund a massive push into robotics and autonomous vehicles. Investors are left weighing ambitious promises against a backdrop of financial strain.
The Kospi index plunged over 5% in its sharpest drop since April, halting program trading and dragging down chip giants Samsung and SK Hynix. The selloff, fueled by global risk-off sentiment and doubts over AI spending, tests the resilience of one of the world's hottest equity markets.
Despite a cautious market outlook, shareholders of Hong Leong Industries Berhad have seen their investments nearly triple over the past five years, driven by robust earnings growth and consistent dividends.
The UK's economic recovery faces a significant drag from recently implemented fiscal tightening, with growth forecasts remaining subdued for the coming year, according to a leading economic forecaster.
As the generative AI boom matures, profitability remains elusive for many software firms. We examine why investors are shifting focus to the essential hardware enablers, spotlighting Micron and Broadcom.
Oracle Corporation announced a massive $45-50 billion fundraising plan for 2026, aiming to aggressively expand its cloud infrastructure to meet surging demand from leading AI and tech giants.
Micron Technology's stock has skyrocketed over 360% in the past year, fueled by insatiable AI-driven demand for memory chips. But with shares now trading at a significant premium to some traditional valuation models, investors face a critical question: has the rally run too far, too fast?
Bitcoin experienced a sharp, V-shaped recovery after briefly tumbling near $74,000, a swing exacerbated by critically thin market liquidity. The move liquidated over half a billion dollars in leveraged positions, underscoring heightened volatility as traders navigate a market lacking depth.
As markets look ahead to 2026, a mix of established giants and emerging players in AI and digital advertising present compelling opportunities for investors seeking both growth and value.
The iconic pottery maker reports encouraging sales growth and a renewed focus on its craft heritage, aiming to return to profitability next year after a period of job cuts and industry-wide challenges.
As the pet care market expands, investors weigh the focused approach of Chewy against Walmart's diversified scale. While Chewy offers pure exposure, Walmart's broader ecosystem and advertising growth present a compelling alternative.
Seagate Technology Holdings' stock surged following a strong fiscal Q2 report, fueled by robust demand from AI and data center markets. The company's revenue guidance and multi-year visibility for its advanced HAMR-based storage platform signal confidence in sustained growth, though execution risks remain.
Shares of Advantest Corp. have surged nearly 200% in the past year, riding the AI and advanced chipmaking wave. As the stock trades near record highs, investors are grappling with a critical question: has the rally run too far, too fast?
Aalberts N.V. (AMS:AALB), a mid-cap specialist in industrial technology, has seen a significant price surge on the ENXTAM, prompting analysts to revisit its valuation and growth trajectory amidst market volatility.
As Chinese exports, from electric vehicles to e-commerce parcels, flood Latin American markets, governments are walking a tightrope between protecting domestic industries and satisfying consumer demand for affordable goods, all while navigating deepening economic ties with Beijing.
Amidst a cautiously optimistic Asian market, companies where executives and directors hold significant stakes are drawing investor attention. We examine three high-conviction plays in semiconductors, 3D printing, and biotech where insider ownership aligns with explosive growth forecasts.
