Stock Research

Dell Technologies DELL shares extended their rally on Monday after the company unveiled its most affordable XPS laptop yet, adding fresh momentum to a stock already boosted by record earnings and growing demand for artificial intelligence infrastructure. The company introduced the new XPS 13 on Sunday, positioning it directly against Apple’s MacBook Neo in the… Continue reading Dell stock extends rally as new XPS 13 challenges MacBook Neo

Bank of England Governor Andrew Bailey has signalled growing concern about public-sector wage growth as a potential source of inflation pressure, saying policymakers are paying closer attention as pay increases continue to outpace those in the private sector. In remarks published by the Financial Times on Monday, Bailey said the widening gap between public- and… Continue reading BoE focuses on public-sector wage growth as inflation risk emerges

Tesla’s new car sales in Spain more than doubled in May, reflecting strong demand for the electric vehicle maker’s products in one of Europe’s key automotive markets. Registration data released by industry group ANFAC on Monday showed that Tesla sold 1,690 vehicles in Spain during May, representing a 112.8% increase compared with the same month… Continue reading Tesla’s Spain sales surge 112.8% in May as electric vehicle demand grows

A recovery in software stocks accelerated on Monday after Nvidia chief executive Jensen Huang pushed back against concerns that artificial intelligence could undermine the software industry. The comments provided a fresh tailwind to a sector that had already begun rebounding as investors bought the dip following months of heavy selling. ServiceNow (NOW) rose 10% in… Continue reading NOW, IBM, other software stocks surge as Huang eases AI fears

US stock index futures edged higher on Monday as fresh artificial intelligence updates from Nvidia and Microsoft lifted technology sentiment, helping investors look past oil-price gains and continued uncertainty around US-Iran tensions. Nvidia rose in premarket trading after unveiling a new chip designed to bring AI capabilities to laptops and desktops, while Microsoft also gained… Continue reading Dow futures rise 200 points: 5 things to know before market opens

Berkshire Hathaway is making a $6.8 billion cash bet on US housing at a moment when much of the sector looks stuck in reverse. The move is Greg Abel’s first major acquisition as Berkshire’s chief executive, and it comes with an obvious tension. Mortgage rates are near yearly highs, new residential construction has weakened, and… Continue reading Why Berkshire Hathaway is spending $6.8B on a struggling homebuilder

How important is the war between the US and Iran to investors? Looking at the financial markets, it would appear that it’s not important at all. Apart, perhaps, when it’s trotted out to provide a narrative for market behaviour. As a recap, it began with a joint US/Israeli attack on Iran at the end of… Continue reading Column: why markets seem unfazed by the US-Iran conflict

Nvidia (NASDAQ: NVDA) used Computex week in Taipei to make its boldest move yet into the personal computer market, unveiling a laptop chip that puts the AI chip leader directly inside the Windows machine. The RTX Spark superchip marks a shift that goes beyond graphics cards. It combines a 20-core Arm-based central processor with a… Continue reading What does Nvidia’s laptop chip mean for Intel, AMD and Qualcomm?

US technology giants are reshaping global corporate bond markets as they borrow beyond the dollar to fund a costly race to build artificial intelligence infrastructure. Alphabet and Amazon have led a surge in multi-currency issuance across Europe, Japan, Switzerland, Canada and the UK, as the companies seek funding for data centres, cloud capacity and AI-related… Continue reading Big Tech taps global bond markets as AI infrastructure costs surge