Stock Research

Shares of South Korea’s Naver Corp rose 8% on Monday after the internet company announced that Nvidia Corporation will acquire $1 billion of newly issued shares. The investment is part of a partnership between the companies to develop an artificial intelligence data center. At the time of writing Naver shares were up 8.43%. They reached… Continue reading Naver shares surge as Nvidia invests $1B in AI data centre

Nvidia’s expanded partnership with SK Hynix has given investors a reason to look for a breakout, although the agreement has not yet produced a measurable market reaction. NVDA closed Friday at $206.84, down 0.92%, before details of the SK Group initiative were absorbed. Nvidia already dominates AI accelerators, but its processors cannot be delivered as… Continue reading Nvidia stock gets a fresh breakout catalyst from its SK Hynix partnership

The Nikkei 225 Index tilted upwards on Monday, even as top technology stocks declined. It rose by 27 basis points to 64,780, up a bit from this month’s low of 62,646. This article highlights some of the most important catalysts that will drive Japanese stocks this week. Top Nikkei 225 companies will publish their earnings… Continue reading Nikkei 225 Index: Kioxia earnings and other catalysts for Japan stocks this week

CXMT stock surged nearly 470% at its Shanghai debut on Monday, propelling the Chinese memory-chip maker to the top of mainland China’s stock-market rankings. The historic debut exposed a striking gap between its strategic importance and the valuation investors assigned within minutes. The stock opened at 49.50 yuan, almost six times its 8.66-yuan IPO price.… Continue reading CXMT stock soars 472% in debut as chipmaker becomes China’s most valuable

Artificial intelligence has become the biggest growth story in global technology, but this week’s earnings from Alphabet and Tesla have reminded investors that building the infrastructure behind that boom is becoming increasingly expensive. And, investors are not okay with this. While both companies reported robust revenue growth and highlighted expanding demand for AI-related products and… Continue reading Alphabet, Tesla earnings set a nervous tone: all eyes on Meta, Amazon and Microsoft

India’s energy sector is at a unique juncture. Heatwaves are increasing power consumption across the grid, and hyperscalers are trying to build AI data centers in the country. Are these twin pillars of demand going to help the power companies in the country? Especially when power companies are seen as a proxy for an AI… Continue reading Adani and other Indian power stocks rally on AI play, but are valuations too high?

Top neocloud companies, including those backed by Nvidia, have fallen sharply over the past few days as concerns about the industry’s outlook have intensified and investors await the upcoming earnings reports from major technology companies. Nebius stock has dropped by 37.3% from its highest point this year. It recently revealed that Nvidia owns a 9.3%… Continue reading Why are Nvidia-backed CoreWeave, Nebius, and IREN stocks plunging?

As capital markets navigate mid-summer volatility, Cathie Wood’s ARK Invest has been quietly repositioning its flagship portfolios. The growth-focused asset manager made headlines throughout July 2026 by taking profits and trimming exposure to several market darlings. Rather than abandoning technology, Wood’s systematic divestments reflect a tactical pivot away from mature tech valuations toward high-conviction, early-stage… Continue reading Three ‘popular stocks’ Cathie Wood has sold in July

US stocks ended mixed on Friday as gains in the Dow Jones Industrial Average were offset by weakness in semiconductor stocks, while investors continued to monitor developments in the Middle East and their potential impact on global markets. The Dow Jones Industrial Average rose 235 points, or 0.5%, supported by a 3% gain in Apple… Continue reading Dow gains as Apple offsets chip weakness, S&P 500 closes near flat