AI rally lifts SK Hynix above Samsung in market capitalisation

SK Hynix on Monday overtook Samsung Electronics to become South Korea’s most valuable listed company, in a striking turnaround for a chipmaker that had once come close to collapse under a heavy debt burden. The milestone reflects how the global artificial intelligence boom has reshaped the semiconductor industry and lifted demand for high-bandwidth memory, or… Continue reading AI rally lifts SK Hynix above Samsung in market capitalisation

Kospi surges as US-Iran talks cool oil panic across Asian markets

Asian markets began the week with a rare pocket of calm. Investors who had spent days watching the Strait of Hormuz, oil screens and central-bank signals found enough comfort in fresh US-Iran diplomacy to buy risk again, even if the relief looked fragile. Iranian negotiators said the first round of talks had made progress, while… Continue reading Kospi surges as US-Iran talks cool oil panic across Asian markets

Why a hawkish Fed isn’t scaring Wall Street

US stocks are showing surprising resilience as Wall Street increasingly abandons expectations for near-term Federal Reserve rate cuts. Several major financial institutions have recently pushed back their forecasts for monetary easing, with some now expecting the Federal Reserve to leave rates unchanged throughout 2026. Yet despite the more hawkish outlook, strategists remain broadly constructive on… Continue reading Why a hawkish Fed isn’t scaring Wall Street

Why Diageo, Heineken and Anheuser-Busch are battling falling alcohol demand

Alcohol companies have had fewer reasons to say “cheers” in recent years. Volumes have been falling, and the entire business model is undergoing a structural shakeup as younger people drink less.  The downturn has been driven by a mix of structural and cyclical forces.  Younger consumers are drinking less, inflation has squeezed discretionary spending, and… Continue reading Why Diageo, Heineken and Anheuser-Busch are battling falling alcohol demand

Charles Schwab expands into prediction markets with S&P 500 bets

Charles Schwab Corporation partnered with Cboe Global Markets to introduce binary options tied to the performance of the S&P 500, marking its entry into the rapidly growing prediction markets segment. According to a report by The Wall Street Journal, the brokerage is working with Cboe to roll out all-or-nothing options contracts that allow customers to… Continue reading Charles Schwab expands into prediction markets with S&P 500 bets

Nuclear stocks to own as AI demand drives power boom

Nuclear energy is emerging as a long-term investment theme as artificial intelligence-driven electricity demand accelerates global power needs. While nuclear projects typically take years or even decades to develop due to regulatory and construction timelines, analysts argue that this structural friction also creates durable competitive advantages for established operators and developers. Several companies across the… Continue reading Nuclear stocks to own as AI demand drives power boom

Will Apple stock hold up after signals of higher iPhone prices?

Apple Inc. shares are drawing fresh investor attention after Chief Executive Tim Cook signaled that rising memory and storage costs could force the company to increase product prices, raising questions about how it will affect consumer demand. Cook told The Wall Street Journal that escalating component costs tied to AI-driven demand for semiconductors have made… Continue reading Will Apple stock hold up after signals of higher iPhone prices?

Mukesh Ambani reveals Jio listing plans amid record Reliance earnings

Reliance Industries Chairman Mukesh Ambani announced a series of major developments at the company’s annual general meeting, led by plans to list Reliance Jio platforms in what could become one of India’s largest initial public offerings, while also outlining ambitious expansion plans across artificial intelligence, retail, and new energy. The proposed listing aimed at unlocking… Continue reading Mukesh Ambani reveals Jio listing plans amid record Reliance earnings

What happens to SpaceX stock after lockup period ends?

SpaceX shares have soared following their blockbuster IPO debut, rising as much as 67% above the $135 offer price and pushing the stock to $225 before recent pullbacks. Despite the strong early performance, attention is now shifting toward the company’s staggered lockup schedule, which could introduce significant new supply into a tightly held market. The… Continue reading What happens to SpaceX stock after lockup period ends?