Global equity markets may be underestimating a growing cluster of economic risks, with policymakers and investors alike warning that current valuations are out of step with reality. Bank of England deputy governor Sarah Breeden cautioned that asset prices remain near record highs despite mounting threats. While Emma Moriarty of CG Asset Management said markets are… Continue reading Are global stocks overlooking rising risks? BoE and investors raise concerns
stocktrader
TSMC hits record high on Taiwan rule shift; $28B inflow in focus
Shares of Taiwan Semiconductor Manufacturing Company surged to a fresh record high on Friday after Taiwan’s market regulator loosened restrictions on how much domestic funds can invest in a single stock. The move could unlock billions in fresh demand for the world’s largest contract chipmaker. The stock rose about 5% as investors reacted to the… Continue reading TSMC hits record high on Taiwan rule shift; $28B inflow in focus
Europe stocks slip as Mideast risks weigh on week
European shares fell on Friday and were on track to end the week lower, as investors remained cautious amid limited progress toward resolving the Middle East conflict. Market participants also kept a close eye on corporate earnings for further direction. The pan-European STOXX 600 index declined 0.5% to 611.04 points as of 0715 GMT. The… Continue reading Europe stocks slip as Mideast risks weigh on week
Stifel’s top analyst hikes AMD’s target to $320: should you buy?
Advanced Micro Devices (NASDAQ: AMD) drew fresh support from Wall Street this week after a new bullish call from Stifel. The key question for investors now is how much upside remains following the stock’s sharp rally. Stifel analyst Ruben Roy raised his AMD price target to $320 from $280 and kept a Buy rating. At… Continue reading Stifel’s top analyst hikes AMD’s target to $320: should you buy?
JP Morgan downgrades Indian equities to neutral on valuation concerns
JP Morgan has downgraded Indian equities to “neutral” from “overweight,” citing elevated valuations and rising macroeconomic risks linked to energy supply disruptions. The move comes just a day after HSBC also lowered its rating on the market, highlighting growing caution among global brokerages. As cited in a Reuters report, the brokerage said Indian equities continue… Continue reading JP Morgan downgrades Indian equities to neutral on valuation concerns
Top FTSE 100 shares to watch next week: Lloyds, Barclays, GSK, Natwest
The FTSE 100 Index pulled back this week as the US-Iran war continued and after the UK published a hot consumer inflation report. It dropped to £10,365 from this month’s high of £10,687. The index will be in the spotlight in the coming week as the Bank of England delivers its interest rate decision, which… Continue reading Top FTSE 100 shares to watch next week: Lloyds, Barclays, GSK, Natwest
Here’s why most Trump options on Iran point to higher crude oil prices
Crude oil price continued rising on Friday, with Brent rising to over $106 and the West Texas Intermediate (WTI) hitting the important resistance level at $98. This article explores why most options by President Donald Trump on Iran point to more gains. Donald Trump’s options on the Iran war President Donald Trump has several options… Continue reading Here’s why most Trump options on Iran point to higher crude oil prices
Morgan Stanley names 4 stocks that will benefit as AI changes video games
Artificial intelligence (AI) is poised to fundamentally restructure the economics of the interactive entertainment sector. A seminal research report from Morgan Stanley suggests that generative AI integration could slash the cost of developing AAA titles by approximately 44%, potentially unlocking an estimated $22 billion in aggregate annual profit opportunities. However, analysts warn of a “Scissors… Continue reading Morgan Stanley names 4 stocks that will benefit as AI changes video games
DeepSeek is back with V4: what the new model means for AI race
Chinese artificial intelligence startup DeepSeek began previewing its fourth-generation model on Friday. The preview marks its most significant product update since the low-cost V3 system helped propel the company into the global spotlight last year. The new model, DeepSeek V4, is being introduced in pro and flash versions and will succeed V3, which was released… Continue reading DeepSeek is back with V4: what the new model means for AI race