Here’s What Scares Me About Semiconductor Stocks
Investor response is very different to earnings announcements from Samsung Electronics and SK Hynix. Here’s why, and what investors should really be watching.
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.
Why a Little-Known Korean Company Is Sending Markets South
Elice differs from the likes of CoreWeave even as its shares descend 32.0% on IPO day.
South Korea’s Ants Renew AI and Data Center Pressure: 8 Key Items Shaping the Stock Market Tuesday
Ryanair CEO on airline fares, OpenAI races to complete fundraising round and other headlines moving the market this morning.
Is the Bottom Falling Out of the AI Trade?
We’re seeing equity valuations collapse for semiconductor stocks, and bond yields for CoreWeave soar to distressed levels. Is the AI bubble bursting?
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 Are Asia’s Chipmakers Selling Down on Sunny Forecasts?
Share prices of the two biggest Asian companies by market cap are down despite optimistic updates. Here’s what investors should watch heading into earnings season.
What’s Next for Asian Stocks as Year Ends?
There was a sharp turnaround in Asia’s top-performing sector in Q3. Here’s why that’s unlikely to last.
Following Tariff Truce Update, Investors Can Expect More From Trump-Xi Summit
We’ve already got a market-relevant impact on tariffs, but what are the other main points of contention as the “G2” gather?
Asian Markets Brace for Geopolitical Crosswinds
What can we expect out of meetings between U.S. President Donald Trump and the leaders of China, Britain and Japan?