Buy SK Hynix. The selloff is a sentiment/valuation reset, not proof that HBM demand collapsed. AI data-center spending is ...
The US-Iran conflict can settle oil prices above $100 per barrel. COP, XOM, and OXY stand to benefit from higher oil prices.
Nvidia and SK Hynix agreed to establish a long-term partnership covering supplies, joint development and optimisation of next ...
Microsoft is set to report its fiscal Q4 earnings on July 29th. Options pricing suggests MSFT will rally after the quarterly ...
US stock index futures also reflected the improvement in investor sentiment. The major US stock index futures were up between ...
Alphabet GOOGL shares rebounded on Monday after suffering a sharp selloff following last week's quarterly earnings, with ...
The setup is a supply shock (nearly 1B more shares eligible to sell) colliding with unchanged fundamentals and a valuation ...
The Dow Jones Industrial Average and the S&P 500 ended higher on Monday, while the Nasdaq Composite closed lower as weakness ...
If China localizes lithography, the next bottleneck shifts to downstream process tools (deposition, etch, inspection) needed ...
Nvidia is reportedly discussing a $250 billion financing guarantee for OpenAI's Ohio AI data centre project. The proposed ...
BTC is holding above $65K while ETF outflows are being absorbed—this is a classic “sell pressure meets real demand” setup ...