Stock Research

Fifty days into a war that has rewritten the rules of global energy, the Strait of Hormuz has opened and closed three times already. The last opening lasted less than 24 hours. The ceasefire expires on Wednesday. And the people who actually move oil around the world are far more alarmed than the people trading… Continue reading The Strait of Hormuz keeps markets on edge as ceasefire deadline nears

Global markets showed resilience on Monday, choosing to look beyond escalating tensions in the Middle East and instead focus on hopes for a deal that could keep shipping routes open through the Strait of Hormuz. Markets traded thinly but remained relatively stable, suggesting investors were not yet pricing in a worst-case scenario. The cautious optimism… Continue reading Morning brief: global markets eye Hormuz as geopolitical risks persist

Investors are turning their attention to a heavy week of US corporate earnings after a sharp rebound in equities pushed major indexes to record highs. The rally comes despite ongoing geopolitical tensions, with markets appearing to move past earlier concerns tied to the conflict involving Iran. Hopes of easing tensions have helped fuel gains throughout… Continue reading US equities hit peaks ahead of heavy earnings calendar

The global race to dominate artificial intelligence is increasingly defined not just by capital investment or computing power, but by a fierce, escalating battle for a small pool of elite talent. As Big Tech companies pour billions into AI development, they are aggressively poaching top researchers and engineers from startups and rivals alike, reshaping the… Continue reading Inside the great AI talent war draining startups, powering Big Tech’s ambitions

Wall Street is heading into next week with the S&P 500 and Nasdaq at fresh record highs, but this still does not look like the kind of market where everything rises together. The latest rally has been helped by easing fears around the Middle East, stronger-than-expected earnings sentiment and the market’s enduring appetite for AI-linked… Continue reading 5 stocks Wall Street is quietly loading up before next week

US stocks surged on Friday, with major indexes hitting fresh records as investors cheered Iran’s decision to reopen the Strait of Hormuz and growing optimism around a potential end to the Middle East conflict. The Dow Jones Industrial Average jumped 869 points, or 1.8%, while the S&P 500 gained 1.2% to cross the 7,100 level… Continue reading Dow Jones surges 860 pts as Hormuz reopening lifts stocks to highs

US markets and global assets moved sharply on Friday as investors reacted to a flurry of geopolitical and market developments, including fresh optimism around a potential US-Iran deal, a surge in Bitcoin, a steep drop in crude oil prices, and continued strength in Nvidia shares. Trump signals Iran nuclear halt as deal optimism builds Sentiment… Continue reading Evening digest: Oil plunges, Bitcoin jumps on Iran deal hopes

Shares of Microsoft rose more than 2% on Friday after Chief Executive Satya Nadella said the company’s Fairwater artificial intelligence data center in Wisconsin had gone live ahead of schedule, underscoring continued investor focus on its AI expansion strategy. At the time of writing, the stock was trading up 0.39% at $421.91. AI infrastructure buildout… Continue reading Microsoft stock jumps as AI data center goes live, stock eyes best week

Shares of Strategy (previously known as Microstrategy) surged sharply on Friday, tracking a strong rally in Bitcoin that pushed the company’s massive cryptocurrency holdings back into profitable territory. The stock climbed 16.25% to its intraday high, although it is trading 10% higher at the time of writing, extending a five-day rally that has put it… Continue reading Strategy (MSTR) stock jumps 15% as Bitcoin rally pushes holdings to profit