Stock Research

Morgan Stanley has lifted its price targets for major Chinese equity indexes, citing stronger earnings, yuan resilience and China’s entrenched role in global supply chains, CNBC reported on Thursday.  In its latest strategy note, the US investment bank said stronger corporate earnings, a firmer yuan and China’s entrenched role in global supply chains should support… Continue reading Morgan Stanley lifts China equity targets on earnings, yuan strength

Samsung Electronics stock rose 3.4% in Thursday trading, even as South Korea’s finance minister warned that a threatened strike at the company could become a significant risk to the country’s economic growth, exports and financial markets. The warning followed a breakdown in pay talks on Wednesday between Samsung and its unionised workers. If no deal is reached,… Continue reading Samsung stock gains despite walkout risk: why are investors calm?

Chinese stocks are easing even as US President Donald Trump and Chinese President Xi Jinping sit down in Beijing because much of the optimism was already built into prices before the meeting began. Mainland Chinese stocks extended losses on Thursday, with the Shanghai Composite down 1.04% and the Shenzhen Component falling 1.60%. Shanghai benchmark was… Continue reading Why are Chinese stocks falling as Trump meets Xi in Beijing?

Financial markets are fixated on President Donald Trump’s high-stakes summit with President Xi in Beijing, a pivotal meeting poised to reshape international supply chains and trade policy. With bilateral discussions expected to center heavily on tariffs, artificial intelligence (AI), Taiwan, and rare earth materials, the negotiations carry immense weight for multinational corporations. As multi-billion dollar… Continue reading These stocks are in focus amid the high-stakes Trump-Xi meeting

Cisco Systems (CSCO) shares are extending gains in after-hours trading after the company posted a “beat and raise” signaling a robust recovery in enterprise networking and a massive acceleration in the AI infrastructure build-out. For its fiscal Q3, the Nasdaq-listed firm reported record revenue of $15.8 billion, a 12% year-over-year increase that comfortably cleared the… Continue reading Cisco stock pops as Q3 earnings defy memory headwinds

The S&P 500 and Nasdaq Composite closed at fresh record highs on Wednesday as investors continued piling into artificial intelligence-related technology shares, brushing aside another hotter-than-expected inflation report and growing expectations that the Federal Reserve may keep interest rates elevated for longer. The broad-based S&P 500 rose 0.58% to close at 7,444.25, while the Nasdaq… Continue reading Dow Jones slips while S&P 500 hits record high on AI chip rally

Houston-based geothermal startup Fervo Energy surged in its Nasdaq debut on Wednesday, underscoring investor enthusiasm for companies positioned to benefit from the artificial intelligence-driven electricity boom. Shares of Fervo, which trades under the ticker FRVO, jumped more than 30% shortly after trading began, pushing the company’s valuation above $10 billion. The strong debut followed an… Continue reading Fervo Energy soars 30% in Nasdaq debut as AI power demand ignites IPO

Bentonville-headquartered Walmart Inc (WMT) is in focus as the retail titan prepares to release its first-quarter (Q1) earnings on May 14th – before the opening bell. Consensus is for WMT to earn $0.65 a share (adjusted) on about $172.5 billion in revenue, which represents a meaningful top- and bottom-line growth from $0.61 per share and… Continue reading Walmart earnings preview: analyst says WMT’s premium multiple is justified

Shares of Akamai Technologies (AKAM) surged on Wednesday after Bank of America upgraded the cloud computing company, citing growing confidence in its transformation into an artificial intelligence infrastructure provider. Akamai shares climbed more than 7% during the session to around $160, making the stock one of the top performers in the S&P 500. The rally… Continue reading Akamai stock soars: here’s why BofA is betting on the stock