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.
Why Fast AI Chips Still Have to Wait
Storage, networking and optical infrastructure may be less glamorous in the world of AI, but these 8 names keep the traffic moving.
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.
Is the AI Gravy Train About to Get a Yellow Signal?
The market may not be selling off solely because of oil and Iran. Investors may be starting to price in another troubling risk.
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?
AI Alarm Rattles the Cages as a Big Fed Decision Awaits
Amid dystopian worries and calls for a slowdown, AI leaders speak out. Oh, and we’ve got some other stuff happening too.
I Bought Shares in Shein’s IPO So You Don’t Have To
The Hong Kong market debut of Shein has got plenty of bad press. Here’s why the first-day move isn’t as bad as it looks.
Showtime in Wyoming, Great Day for My Book (But Not Breadth), Charting Nvidia
The market will run through Jackson Hole Friday. Here are my thoughts as Kevin Warsh takes the stage.