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UBS Group posted first-quarter net profit of $3 billion, comfortably ahead of analyst expectations, as the Swiss bank benefited from strong client activity and revenue growth across its business lines. The result compared with an average estimate of $2.3 billion in a company-provided poll of analysts and marked a stronger-than-expected start to 2026 for Europe’s… Continue reading UBS stock in focus: did Q1 earnings quietly change bull case?

Taiwan Semiconductor Manufacturing Co has sold its remaining stake in Arm Holdings for about $231 million, completing its exit from the British chip designer after gradually cutting the position over the past year, according to a company filing. The sale was carried out by TSMC Partners, a TSMC subsidiary, which disposed of 1.11 million Arm… Continue reading What TSMC’s $231M Arm exit means for semiconductor stocks

Shares of Maruti Suzuki India rose 4% on Wednesday after investors looked past the carmaker’s weaker-than-expected quarterly profit and instead focused on stronger volume prospects, resilient demand for small cars and an aggressive capacity expansion plan. The reaction suggested the market was willing to forgive near-term margin pressure in favour of a more constructive longer-term… Continue reading Why Maruti Suzuki stock surged 4% despite missing profit estimates?

The US stock market has seen a massive reallocation of capital toward artificial intelligence (AI) infrastructure stocks in recent years. Yet, a paradox has emerged – several of the sector’s most indispensable leaders are still trading at valuations that arguably discount their multi-year growth trajectories. For disciplined investors, bargains are no longer found in distressed… Continue reading These 3 large-cap AI stocks are still a bargain for long-term investors

Asian markets began on Wednesday on an uneven footing as investors weighed multiple factors. The sentiment appeared cautious following a technology-led selloff in the United States, fresh concerns about the sustainability of AI spending, and lingering tension surrounding the Iran conflict. The tone across the region is not outright risk-off, as traders are also looking… Continue reading Hang Seng gains 1.2% while Asian markets wobble on tech selloff

Visa (NYSE: V) is pushing higher in extended hours after the credit‑card company posted its fiscal second quarter results that comfortably topped Street estimates.   Visa earned $3.31 per share on $11.2 billion in revenue, up some 17% on a year-over-year basis. Growth was broad based across payments volume, cross border activity and processed transactions,… Continue reading Visa stock rallies on strongest revenue growth since 2022

US stocks closed lower on Tuesday, retreating from record highs as concerns over the sustainability of the artificial intelligence boom and rising oil prices weighed on investor sentiment. The S&P 500 fell 0.49% to close at 7,138.80, while the Nasdaq Composite dropped 0.9% to 24,663.80. The Dow Jones Industrial Average edged down 25.86 points, or… Continue reading Dow slips as OpenAI worries, oil surge drag S&P 500, Nasdaq

Global markets saw a mix of developments on Tuesday, as Amazon expanded its partnership with OpenAI following a shift away from exclusivity with Microsoft, oil prices surged amid tensions involving Iran and OPEC changes, concerns over OpenAI’s growth weighed on semiconductor stocks, and The Coca-Cola Company reported strong earnings and raised its outlook. Amazon partners… Continue reading Evening digest: Amazon teams up with OpenAI, Oil jumps on Iran tensions