Global equity markets have climbed back to record highs after a volatile six-week period dominated by geopolitical tensions. Investor sentiment has improved on signs of easing conflict risks and renewed focus on economic fundamentals. Fresh optimism has emerged around potential US-Iran peace talks, with the Trump administration signalling hopes for a deal. A Pakistani mediator… Continue reading Global stocks hit highs as US-Iran war tensions ease
Stock Research
SPY & VOO ETFs hit record highs: what’s driving the rally and what next?
The S&P 500 Index and its ETFs have soared to a record high this week, continuing an uptrend that started on March 30th. VOO, the biggest fund in the world, rose to an all-time high of $643, while SPY jumped to $700. SPY and VOO stocks are soaring as investors look past the Iran war … Continue reading SPY & VOO ETFs hit record highs: what’s driving the rally and what next?
PepsiCo beats Q1 estimates as snack revival gains momentum
PepsiCo reported better-than-expected earnings and revenue for the first quarter, signalling early success in efforts to revive its underperforming snacks business even as broader economic uncertainty persists. The food and beverage giant said net income rose to $2.33 billion, or $1.70 a share, for the quarter ended March 21, compared with $1.83 billion, or $1.33… Continue reading PepsiCo beats Q1 estimates as snack revival gains momentum
UK stocks gain as Middle East peace hopes lift sentiment
The UK’s main stock indices edged higher on Thursday, supported by gains in materials and financial stocks, as optimism grew over a potential easing of tensions in the Middle East. Investor sentiment improved after US President Donald Trump said that talks between Washington and Tehran would take place on Thursday. The benchmark FTSE 100 rose… Continue reading UK stocks gain as Middle East peace hopes lift sentiment
Hedge funds eye strongest monthly returns in over a decade
Hedge funds are on track to deliver their strongest monthly performance in more than a decade, recovering from a sharp downturn in March, as per a Goldman Sachs note, cited in a Reuters report. The recovery follows a difficult period triggered by the Iran war, which had weighed on returns during March. However, improved market… Continue reading Hedge funds eye strongest monthly returns in over a decade
Nvidia Ising sends quantum stocks soaring, but is it too early to bet?
Quantum-computing stocks surged on Thursday after Nvidia unveiled Ising, a new open-source family of AI models designed to tackle some of the field’s most stubborn problems. The market’s reaction was immediate. Shares of IonQ, Rigetti and D-Wave jumped in the wake of the April 14 announcement, extending a broader revival in risk appetite across tech.… Continue reading Nvidia Ising sends quantum stocks soaring, but is it too early to bet?
German banks assess risks from Anthropic AI model amid cyber concerns
German banks and national authorities are assessing potential risks linked to a new artificial intelligence model developed by Anthropic, an official said on Thursday. The concerns centre on whether the technology could increase the threat of cyberattacks targeting financial institutions. Kolja Gabriel, a member of the executive board at the German Banking Association, said the… Continue reading German banks assess risks from Anthropic AI model amid cyber concerns
Dow futures surge on Thursday: 5 things to know before market opens
Wall Street heads into Thursday’s open with momentum still intact, but the next leg of the rally looks harder to earn. Investors have spent the past week looking through geopolitical risk and focusing instead on the possibility that the worst of the conflict may be over. S&P 500 futures rose 0.19%, while Nasdaq 100 futures… Continue reading Dow futures surge on Thursday: 5 things to know before market opens
Allbirds goes from making shoes to building AI infra, and it’s not alone
A growing number of companies across industries are abandoning their original business models to chase opportunities in artificial intelligence, as a global surge in demand for computing power reshapes corporate strategy. From cryptocurrency miners reinventing themselves as data-centre operators to legacy consumer brands attempting dramatic reinventions, the AI boom is increasingly driving unlikely pivots —… Continue reading Allbirds goes from making shoes to building AI infra, and it’s not alone
