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Taiwan’s export orders recorded their sharpest annual increase in more than 16 years in March, climbing 65.9% year-on-year to $91.12 billion. The surge came as demand for artificial intelligence hardware and advanced semiconductors drove strong gains across key product categories and trading regions. The figures significantly exceeded market expectations of a 41.0% increase, according to… Continue reading Taiwan export orders surge 66%: biggest jump in 16 years on AI boom

Wall Street’s AI trade is broadening again, and Morgan Stanley wants investors to look beyond the chips that have dominated the first leg of the rally. In a note on April 20, the bank said increasingly autonomous, so-called agentic AI could lift demand for CPUs and memory. The development could reshape data-center buildouts and widen… Continue reading Why Morgan Stanley is doubling down on memory stocks amid AI boom?

Coinbase-backed x402 has rolled out a new marketplace designed to help AI agents discover and pay for digital services without relying on traditional API access. Coinbase product lead Nick Prince said in a video posted on X on Monday that the new platform, Agentic.market, is built to “give humans and their agents access to thousands… Continue reading Coinbase-backed x402 launches Agentic.market platform for AI services

Apple’s planned handover to hardware chief John Ternus landed like a re-rating event for Asia’s supplier base, especially the China-heavy names. Apple said on Monday that Tim Cook will become executive chairman and that Ternus will take over as chief executive on September 1, 2026. The move is described as a “thoughtful, long-term succession planning… Continue reading Apple’s CEO change hits Asian stocks: time to buy the dip or run?

Victory Giant Technology burst out of the gate in Hong Kong on Tuesday, jumping 60% in its market debut. The blockbuster debut underlined how investors are still willing to pay up for AI-linked infrastructure names, even with global markets on edge. The Shenzhen-listed printed circuit board maker raised HK$20.1 billion ($2.6 billion) in the city’s… Continue reading Nvidia supply chain stock Victory Giant rockets 60% in Hong Kong debut

Asian markets started Tuesday on a constructive note, as stocks in the region rebounded after reports that Iran may attend peace talks with the United States in Pakistan. The development eased some of the immediate geopolitical tension that had been weighing on sentiment. MSCI’s broadest index of Asia-Pacific shares outside Japan rose 0.9%, South Korea’s… Continue reading Kospi hits record high as Asian markets surge on easing Iran tensions

Apple Inc (NASDAQ: AAPL) is in the spotlight this morning after the iPhone maker named John Ternus its next chief executive, set to replace Tim Cook on Sept. 1. Ternus, a 25-year Apple veteran and current SVP of hardware engineering, is broadly regarded as the product guy who’s overseen the engineering of iPhone, iPad, and… Continue reading Apple names John Ternus its next CEO: 3 things investors want from him

Investors piled into BlackBerry (NYSE: BB) on Monday morning after the company announced a deepened integration with the artificial intelligence (AI) behemoth – Nvidia (NASDAQ: NVDA). At Hannover Messe, the Canadian firm said it has reached an agreement to integrate its QNX OS for Safety 8.0 into NVDA’s IGX Thor platform, pivoting from its automotive… Continue reading BlackBerry stock rallies on Nvidia deal but key risks remain

US President Donald Trump said he is unlikely to extend the Iran ceasefire, increasing pressure on negotiations to end the war. Meanwhile, Tesla shares fell ahead of earnings as investors weighed slowing EV demand and AI strategy updates. Oil prices surged amid renewed tensions in the Strait of Hormuz, while Bitcoin traded cautiously despite strong… Continue reading Evening digest: Trump Iran warning, oil jumps; Tesla slips