Company Spotlight

The US tech sector has had a torrid time of late. Ever since Broadcom issued some disappointing forward guidance, along with a solid, consensus-beating first-quarter result, tech stocks have been on the back foot. Then, just as investors were starting to ask if the US non-farm payroll release was still the most important monthly data… Continue reading Column: Wall Street’s AI-fueled surge is running into resistance

Mercedes-Benz has announced a partnership with German startup Tytan Technologies to manufacture vehicles for anti-drone systems, marking the latest move by a European automaker into the defence sector. The German carmaker signed a memorandum of understanding with Tytan Technologies at ILA 2026, the International Aerospace Exhibition, on Wednesday. Under the agreement, Mercedes-Benz will produce vehicles… Continue reading Mercedes-Benz teams up with German startup for anti-drone vehicle production

Nvidia Chief Executive Officer Jensen Huang said robotics could become the next major sector in South Korea, a brief but closely watched remark that points to the chipmaker’s expanding focus beyond data centres and into AI-powered machines. Huang made the comment to reporters on Friday after arriving at Gimpo airport near Seoul on a flight… Continue reading Nvidia’s Jensen Huang hints at Korea’s next trillion-dollar AI opportunity

Taiwan Semiconductor Manufacturing Company said on Friday that it is planning to sell up to 152 million shares in Vanguard International Semiconductor through a block trade to institutional investors. The company said the divestment is aimed at sharpening focus on its core operations while maintaining strategic cooperation with VIS in areas including interposer production and… Continue reading TSMC reduces VIS ownership after announcing massive share sale

Applied Materials stock price has been in a strong bull run and is trading near its record high. AMAT was trading at $431, a few points lower than the record high of $447. It has soared by 156% in the last 12 months and 275% in the last five years.  Analysts are upbeat about AMAT… Continue reading AMAT stock on edge ahead of earnings: what’s next for Applied Materials?

Intel stock price has soared recently and is now hovering at its all-time high, helped by several important announcements. This surge will be put to the test on April 23 when the company publishes its financial results. It was trading at $68.50, a few points below the record high of $70. Why Intel stock has… Continue reading Intel stock price rally faces a major test on April 23

Intel said it will spend $14.2 billion to buy back the 49% stake it previously sold to Apollo Global Management in its Ireland manufacturing facility, marking a significant step in its turnaround strategy as demand for artificial intelligence infrastructure gathers pace. The transaction will restore full ownership of the Leixlip-based plant to Intel, underscoring its… Continue reading Intel stock jumps 6% on $14.2B deal to buy back Ireland plant stake

Shares of International Business Machines suffered their steepest daily decline in more than 25 years on Monday, after comments from AI startup Anthropic reignited investor anxiety about the future of legacy software businesses. IBM stock sank 13.2%, marking its biggest one-day drop since October 18, 2000, and wiping tens of billions of dollars off the… Continue reading IBM falls most in 25 years on AI threat fears: Analysts say it’s a buy

The White House has introduced a new Tech Corps within the Peace Corps as President Trump moves to strengthen American influence in global artificial intelligence markets. The initiative links US technology exports with one of Washington’s most established soft power institutions. It comes as competition with China over advanced technologies intensifies, particularly in developing economies… Continue reading Trump unveils Tech Corps to drive US AI dominance overseas