Stock Research

Europe’s benchmark STOXX 600 index climbed to a record high of 653.19 on Friday before easing to trade around 652.66, putting it on track for its biggest weekly gain in more than a month. European equities are drawing a more constructive read from Wall Street, with several major brokerages revising their targets upward in recent… Continue reading Stoxx 600 hits record high: BofA raises year-end target to 630

As US stocks continue to trade near record highs, investors are once again debating whether markets have entered bubble territory. Elevated valuations and persistent geopolitical tensions have fueled concerns that equities may have become disconnected from fundamentals. Increasingly, however, market strategists argue that the more important question is not whether there is a stock market… Continue reading Is there an earnings bubble? AI boom fuels debate over US stock valuations

Nvidia enters the second half of 2026 facing growing pressure to defend both its market leadership and investor confidence. While the company remains the world’s largest by market capitalisation, its stock has lagged several semiconductor peers this year as investors broaden their focus across the artificial intelligence (AI) supply chain. The company continues to benefit… Continue reading Can Nvidia regain its momentum in the second half of 2026?

Investor Michael Burry, best known for his successful bet against the US housing market portrayed in The Big Short, has reportedly opened a short position in Micron Technology (MU), arguing that the memory chip maker’s recent rally has been driven by speculative enthusiasm rather than fundamentals. According to a post published on his Substack, Burry… Continue reading Michael Burry shorts Micron stock, warns AI chip rally has gone too far

Cathie Wood’s ARK Innovation ETF has bought back into SoFi Technologies (NASDAQ: SOFI) just as the beaten-down fintech stock is trying to recover from a difficult first half of the year. ARKK bought 299,753 SoFi shares across June 29, June 30 and July 1, worth about $5.5 million based on SoFi’s July 1 close of $18.44,… Continue reading Why Cathie Wood is doubling down on this $18 stock

Chipmaker Nvidia has introduced a new revenue-sharing programme designed to support fast-growing artificial intelligence startups by providing access to computing power in exchange for a share of future revenue. The company announced that the initiative will offer token credits to AI startups to help power their development. Under the programme, cloud-based AI companies, model developers… Continue reading Nvidia offers AI startups GPU access for revenue share: here’s what it means

Asian markets found a steadier footing on Friday as investors took a softer US jobs report as a reason to dial back fears of an immediate Federal Reserve rate hike. The move was not a simple risk-on surge. It was more measured than that. Chip stocks bounced after a bruising selloff, regional PMI data pointed… Continue reading Nikkei 225 lifts Asian markets as weak US jobs data cools Fed hike fears

Samsung Electronics and SK Hynix stocks rebounded on Friday, as bargain hunters returned to South Korea’s biggest chipmakers after Thursday’s bruising sell-off. The recovery looked less like a fresh fundamental reset and more like a correction in sentiment after investors appeared to overreact to Meta’s cloud-computing plans. The bigger question now is whether this bounce… Continue reading Why are Samsung and SK Hynix stocks rebounding sharply today?

The Dow Jones Industrial Average climbed to a record high on Thursday after a weaker-than-expected US jobs report reduced expectations of near-term Federal Reserve interest rate hikes, while technology stocks and semiconductor shares extended their recent decline. The 30-stock Dow rose 560 points, or 1.10%, to close at 52,865.24 after touching an all-time intraday high… Continue reading Dow hits record high as weak jobs data eases Fed rate hike concerns