IPO Calendar

The market got up on the wrong side of the bed following the Iran conflict. President Trump has said that the ceasefire with Iran is “over,” so more intense strikes to destabilize the Iranian...

Chips have always been the market’s most glamorous steel mill: brilliant at the top of the cycle,brutal at the bottom, and forever trying to convince investors that this time the furnace will not...

The AI race is starting to look less like a software land grab and more like an arms market where both sides have suddenly realised they may be exporting too much of the ammunition.Takeaways• Beijing...

Takeaways Samsung’s numbers were exceptional; the selloff shows the market wanted exceptional plus another upside surprise. The key shift is from strong AI demand to whether AI demand can keep...

But when layoffs start appearing alongside rising AI budgets, investors naturally begin to ask whether management is funding the dream by shrinking the present. Takeaways The semiconductor rebound...

Goldman Sachs traded near $1,020 into Monday, sitting close to record highs and carrying a market cap around $315 billion. The stock has ridden the biggest dealmaking boom in Wall Street history to...

Memory-related stocks like SanDisk (SNDK) and Seagate Technology (STX) improved this week, which demonstrates that every dip is a buying opportunity in fundamentally superior stocks.  The other reason...

Key HighlightsThe FTSE 100 dipped on Monday as losses in precious metal miners offset gains in financials, with investors digesting several merger and acquisition announcements. Japan’s Topix...

SK Hynix (NASDAQ:SKHY) is asking investors to make room for another $29.4 billion worth of seats.Takeaways SK Hynix’s ADR is a vote of confidence in AI memory demand, but also a major test of whether...

The macro backdrop has helped put a floor under the stock market tradeTakeaways The AI rebound looks more like a positioning reset than a clean all-clear. The next verdict comes from earnings, cash...