Indonesia Remains World’s Worst as China Hits Bear Territory
Almost all Asian markets are in the red, with many of the year’s top performers the major laggards.
Are You Ready for a Stock Picker’s Market?
Seventy percent of active managers are trailing their benchmarks, and the pressure to catch up could trigger a focus on stock picking.
Tech Trade Turns Ugly
Hot inflation data burns up AI, tech and small-cap stocks as CoreWeave unravels and ‘neocloud’ names in ‘crash mode’; also the chart looks precarious.
Here’s Why the Simple Explanation for the Chip Selloff Makes No Sense
Chip stocks have sold down hard in the last couple of days. While Chinese competition is often cited as the motive, that’s a simplification that doesn’t add up.
Why I Bought Nvidia Into Monday’s AI Panic
The AI selloff has investors running. I’m doing the opposite.
No Time to Let Your Guard Down
As tensions with Iran escalate, major domestic equity market indexes trade close to all-time highs, and oil rises, you best be ready.
Chips Take a Dive, Oil Slides, SpaceX Burns Off … a Trillion
The good news is Iran and the U.S. seem to be talking again. The not-so-good news is the AI tech trade and all its parts are falling fast. Let’s dig in.
Asia’s Chip Stocks Set Records. Where Do We Go From Here?
The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?
SoftBank Overtakes Toyota as Japan’s Largest Company
Tech-stock gains have pushed TSMC, Samsung and Hynix into the $1 trillion club, while SoftBank is the largest Tokyo listing by market cap.