Wall Street is preparing for three technology earnings reports, but options traders see one as more dangerous than the others. As per market data, Intel shares (NASDAQ: INTC) are priced for a 13.52% move after Thursday’s results, compared with 9.17% for Alphabet (NASDAQ: GOOG) and 6.79% for Tesla (NASDAQ: TSLA) after reports on Wednesday. Those… Continue reading Tesla, Alphabet, Intel: which earnings bet is priced for chaos?
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Aston Martin stock: buy or sell this FTSE 250 name as risks mount?
Aston Martin Lagonda’s share price remains under pressure this week, hovering at its lowest level since March. AML shares have plunged 44% this year and are down 94% over the past five years. The stock’s decline could continue as the company grapples with persistent losses and mounting pressure on its balance sheet. Aston Martin Lagonda… Continue reading Aston Martin stock: buy or sell this FTSE 250 name as risks mount?
SK Hynix, Synopsys stocks could gain from Kimi K3’s potential disruption of US AI
Moonshot AI’s launch of its latest artificial intelligence model, Kimi K3, has shaken global technology markets, reviving memories of the DeepSeek shock earlier this year. While the model has intensified concerns over the dominance of US AI leaders such as OpenAI and Anthropic, analysts say the broader implications for the AI ecosystem are more nuanced,… Continue reading SK Hynix, Synopsys stocks could gain from Kimi K3’s potential disruption of US AI
Nvidia stock: why did it quietly take a 9.3% stake in this AI firm?
Nvidia’s disclosed 9.3% stake in Nebius shows how the chipmaker is trying to shape the global artificial-intelligence ecosystem beyond selling processors. A Schedule 13G lists 22,256,412 Nebius Class A shares. The position is not a surprise acquisition. It reflects the $2 billion investment announced on March 11, when Nvidia backed the AI-cloud operator’s data-centre expansion.… Continue reading Nvidia stock: why did it quietly take a 9.3% stake in this AI firm?
UBS sees Broadcom, Sandisk, Oracle stocks rebounding: here’s why
After weeks of heavy selling in artificial intelligence and semiconductor stocks, UBS believes the sharp momentum unwind could be approaching its final stages, potentially opening the door for investors to gradually rebuild positions in the sector. The bank’s trading desk said hedge funds have already made one of the largest reductions in momentum and semiconductor… Continue reading UBS sees Broadcom, Sandisk, Oracle stocks rebounding: here’s why
Novartis Q2 surpasses estimates despite 50% Entresto sales drop
Novartis beat market expectations for second-quarter core operating profit on Tuesday. Lower-than-expected costs helped the Swiss drugmaker offset a sharp decline in sales of its top-selling heart failure drug Entresto. The company reported quarterly group operating income of $5.94 billion, adjusted for special items. That was above average analyst expectations of about $5.31 billion, according… Continue reading Novartis Q2 surpasses estimates despite 50% Entresto sales drop
Nikkei 225 rebounds sharply as AI earnings become market’s next big test
Japanese stocks rose on Tuesday as investors returned from a long weekend and bought into last week’s steep technology-led sell-off, though the rebound stopped short of signalling a durable turn in sentiment. The Nikkei 225 gained 1.25% to 64,945.96 in early trade, recovering only part of its 6.4% weekly slide, the sharpest in more than… Continue reading Nikkei 225 rebounds sharply as AI earnings become market’s next big test
Brent crude price analysis: Is the market being too complacent?
Brent crude oil price has struggled to break above the key resistance level at $90, even as geopolitical tensions in the Middle East continue to escalate. It was trading at $88.50 on Tuesday, a few dollars below its intraday high on Monday. This raises an important question: Is the oil market becoming too complacent about… Continue reading Brent crude price analysis: Is the market being too complacent?
Trump’s Canada tariffs: 4 stocks facing the biggest cross-border shock
Trump’s latest trade offensive has placed North America’s best-known manufacturers and consumer brands under scrutiny, with integrated US-Canadian supply chains facing a cost shock. The White House imposed additional 50% duties on specified Canadian imports under three proclamations responding to disputes over motor vehicles, alcoholic beverages and dairy. The covered tariff lines include products such… Continue reading Trump’s Canada tariffs: 4 stocks facing the biggest cross-border shock