Stock Research

Global equity markets may be underestimating a growing cluster of economic risks, with policymakers and investors alike warning that current valuations are out of step with reality. Bank of England deputy governor Sarah Breeden cautioned that asset prices remain near record highs despite mounting threats. While Emma Moriarty of CG Asset Management said markets are… Continue reading Are global stocks overlooking rising risks? BoE and investors raise concerns

Shares of Taiwan Semiconductor Manufacturing Company surged to a fresh record high on Friday after Taiwan’s market regulator loosened restrictions on how much domestic funds can invest in a single stock. The move could unlock billions in fresh demand for the world’s largest contract chipmaker. The stock rose about 5% as investors reacted to the… Continue reading TSMC hits record high on Taiwan rule shift; $28B inflow in focus

European shares fell on Friday and were on track to end the week lower, as investors remained cautious amid limited progress toward resolving the Middle East conflict. Market participants also kept a close eye on corporate earnings for further direction. The pan-European STOXX 600 index declined 0.5% to 611.04 points as of 0715 GMT. The… Continue reading Europe stocks slip as Mideast risks weigh on week

Advanced Micro Devices (NASDAQ: AMD) drew fresh support from Wall Street this week after a new bullish call from Stifel. The key question for investors now is how much upside remains following the stock’s sharp rally. Stifel analyst Ruben Roy raised his AMD price target to $320 from $280 and kept a Buy rating. At… Continue reading Stifel’s top analyst hikes AMD’s target to $320: should you buy?

JP Morgan has downgraded Indian equities to “neutral” from “overweight,” citing elevated valuations and rising macroeconomic risks linked to energy supply disruptions. The move comes just a day after HSBC also lowered its rating on the market, highlighting growing caution among global brokerages. As cited in a Reuters report, the brokerage said Indian equities continue… Continue reading JP Morgan downgrades Indian equities to neutral on valuation concerns

Artificial intelligence (AI) is poised to fundamentally restructure the economics of the interactive entertainment sector. A seminal research report from Morgan Stanley suggests that generative AI integration could slash the cost of developing AAA titles by approximately 44%, potentially unlocking an estimated $22 billion in aggregate annual profit opportunities. However, analysts warn of a “Scissors… Continue reading Morgan Stanley names 4 stocks that will benefit as AI changes video games

Chinese artificial intelligence startup DeepSeek began previewing its fourth-generation model on Friday. The preview marks its most significant product update since the low-cost V3 system helped propel the company into the global spotlight last year. The new model, DeepSeek V4, is being introduced in pro and flash versions and will succeed V3, which was released… Continue reading DeepSeek is back with V4: what the new model means for AI race

Elon Musk’s SpaceX has secured a $20 billion bridge loan to refinance a large portion of its existing debt ahead of its planned US initial public offering, according to a regulatory filing reviewed by Reuters. The stopgap financing, arranged last month, replaces five existing debt facilities and gives the company greater flexibility as it prepares… Continue reading Why SpaceX secured a $20B bridge loan ahead of its IPO

Gold was little changed to lower on Friday but remained on course for a weekly decline, as higher oil prices, firmer dollar and rising Treasury yields reduced the appeal of bullion despite continued geopolitical tension in the Middle East. Spot gold was last near $4,675 an ounce, after hitting $4,697.06 in the previous session and… Continue reading Can gold hold $4,700 as oil surge reshapes rate cut expectations?