Stock Research

The chip that could make or break Wall Street’s confidence in artificial intelligence no longer lives inside a flashy graphics processor. Increasingly, it sits inside a memory module, and it is made by a company that started life in a Boise, Idaho, dental office basement in 1978. For most of its four-decade existence, Micron Technology… Continue reading From a dental office basement to a trillion dollars: Is Micron the next Nvidia?

US stock funds saw their biggest weekly exit since March, raising fresh questions about the strength of Wall Street’s rally. Investors pulled $17.2 billion from US stock funds in the week through July 1, according to Bloomberg, citing Bank of America strategists led by Michael Hartnett and EPFR Global data. The move does not signal… Continue reading US stocks see biggest exit since March: is Wall Street’s rally at risk?

Wall Street will enter the July 6-10 week with less room for error after a choppy start to the second half. The S&P 500 is still sitting near record territory, but the market is carrying a tricky mix of stretched valuations, a cooling labour market, fragile oil prices and fresh pressure in semiconductor stocks. The… Continue reading Wall Street’s big test: 5 factors investors can’t ignore next week

Europe’s major stock markets ended higher on Friday, with the STOXX 600 and Germany’s DAX hitting record highs as investors rotated into cyclical sectors. Bitcoin climbed above $62,000 as large holders accumulated coins despite record ETF outflows. Tesla expanded its robotaxi service to Miami as competition in autonomous driving intensified. Poland’s prime minister warned that… Continue reading Evening digest: European stocks hit records, Bitcoin tops $62K

Europe’s major stock markets ended higher on Friday, with the pan-European STOXX 600 and Germany’s DAX reaching fresh record highs as investors welcomed easing expectations for near-term US interest rate hikes and rotated into cyclical sectors. The STOXX 600 climbed 0.7% to close at a record high after touching an intraday peak of 652.35, registering… Continue reading European markets close higher as STOXX 600 hits record, FTSE posts weekly gains

Tesla Inc. (TSLA) expanded its robotaxi service to Miami on Friday, extending its autonomous ride-hailing operations. The move comes as Chief Executive Officer Elon Musk increasingly emphasizes artificial intelligence, robotics, and autonomous transportation as key drivers of Tesla’s future, alongside its electric vehicle business. “Robotaxi now available in Miami,” Tesla’s official robotaxi account said in… Continue reading Tesla launches Robotaxi operations in Miami amid growing competition

Artificial intelligence has fueled one of the strongest technology rallies in recent years, led largely by semiconductor companies supplying data centers and AI infrastructure. Investors are hunting for the next sector like memory stocks that can benefit from the AI buildout. Samsung Electronics, SK Hynix, Micron and SanDisk have been among the beneficiaries of data… Continue reading What is the next sector that can benefit from AI boom? Nvidia offers a clue

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