Stock Research

As market volatility whipsaws major indices and leaves investors wary of overstretched valuations in the more notable names, Bank of America is urging a pivot toward high-conviction plays flying under the radar. While tech remains the primary engine of global growth, BofA’s latest research report suggests the best risk-reward may now lie in specialized fintech… Continue reading BofA names 2 fintech stocks for outsized long-term gains

Morgan Stanley has adopted a more defensive stance, downgrading global equities and upgrading cash and US government bonds amid rising oil supply risks from the Middle East conflict, Reuters reported. The bank lowered global equities to equal weight from overweight and lifted cash and Treasuries to overweight from equal weight, citing “asymmetric outcomes” for risk assets in an environment of surging crude… Continue reading Morgan Stanley cuts global equities, boosts cash and US Treasuries

French AI startup Mistral AI is accelerating its infrastructure ambitions after securing $830 million in debt financing for a major data centre near Paris. The move marks another important step in Europe’s race to build sovereign AI capacity. Announced on Monday, the financing will support a facility powered by 13,800 Nvidia GB300 GPUs. The site… Continue reading Mistral secures $830M for Nvidia-powered Paris AI hub expansion

European markets opened little changed on Monday, reflecting the cautious tone seen across global equities overnight. The pan-European STOXX 600 was flat at 574.98 points in early trade, while the UK’s FTSE 100 edged 0.2% higher. Across the region, sentiment remained subdued, with investors continuing to weigh the impact of rising oil prices and geopolitical… Continue reading STOXX 600 flat, FTSE 100 gains as oil surge, geopolitics weigh

Global pharmaceutical major Eli Lilly has signed a drug discovery agreement with Insilico Medicine that could be worth up to $2.75 billion. The deal underscores the growing role of artificial intelligence and China’s biotech ecosystem in shaping the future of drug development. The deal, announced on Sunday, will see Insilico receive an upfront payment of… Continue reading Eli Lilly inks $2.75B AI deal with Insilico, bets on China biotech

Prediction markets moved deeper into the mainstream in March as trading activity climbed to fresh records. The surge was driven by easier access, broader media visibility, and rising demand for contracts linked to politics and geopolitical risk. A report from TRM Labs shows the sector’s rapid expansion is being driven less by crypto-native themes and… Continue reading Prediction markets surge as Polymarket, Kalshi hit record volumes

Asian markets began the week on a defensive note, as investors confronted a sharper geopolitical shock. What hit sentiment was not only the latest round of fighting in the Middle East, but the market’s growing sense that the conflict is becoming more entrenched. That combination pushed traders to cut risk across equities, with the heaviest… Continue reading Kospi plunges 5%, Nikkei 4% as war fears, $115 oil shake Asian markets

The S&P 500 Index continued its strong downward trend last week as the Iran war continued, pushing crude oil and natural gas prices higher. The SPX index fell to $6,368, its lowest level since August last year. It has fallen in the last five consecutive weeks. S&P 500 Index in focus as Iran war takes… Continue reading S&P 500 Index flashes a death cross as US-Iran war continues ahead of NFP data

The global video-game industry is entering a period of recalibration after Sony raised prices of its flagship PlayStation 5 consoles for the second time in less than a year, underscoring mounting cost pressures tied to memory chip shortages and supply-chain strain. The move, which lifts US prices by as much as $100 starting April 2,… Continue reading PS5 price hike signals pressure point for gaming industry: what’s next?