The AI trade might just have to change its address from Silicon Valley to Seoul-icon Valley. In this week’s column, we’re going to deep dive into the charts to help guide our visual investing approach to identify newly emerging capital flows into emerging markets — specifically South Korea. Here are three fun facts about the current…
An Android character is displayed in front of a building on the Google headquarters campus on July 23, 2025 in Mountain View, California. Justin Sullivan | Getty Images Google is using its latest Android rollout to make Gemini less of a chatbot and more of an operating layer across the phone, browser, car and laptop,…
CME Group signage above the former Chicago Board of Trade (CBOT) trading pit in Chicago, Illinois, US, on Thursday, Nov. 13, 2025. Christopher Dilts | Bloomberg | Getty Images A new futures market for semiconductors will let traders hedge their artificial intelligence investments with bets on the increasingly expensive price of computing power. Contracts on…
Containers at the Port of Oakland in Oakland, California, US, on Thursday, March 26, 2026. David Paul Morris | Bloomberg | Getty Images Months after the Supreme Court ruled some tariffs were unconstitutional, the first round of tariff refunds have begun flowing in. Oshkosh Corporation CFO Matt Field confirmed to CNBC that the company has…
The Iran war has triggered the largest oil supply disruption in history yet future prices are not that high, which has left some investors wondering why. The answer has to do with the oil balance before the war, the response to the disruption, market expectations and whether the futures price is really the best place…
Qualcomm is one of the biggest semiconductor companies making chipsets. Nurphoto | Nurphoto | Getty Images Chip stocks dropped on Tuesday, pulling back from a massive rally that broadened the artificial intelligence trade beyond Nvidia and propelled the sector to new highs. Qualcomm plummeted 13% and headed for its worst session since 2020. Intel dropped…
Nvidia’s rally will not run out of steam anytime soon, according to Wells Fargo. The bank, which has an overweight rating on the chipmaker, raised its price target to $315 from $265. The new forecast calls for 44% upside from Monday’s close. “With continued indications / commentary pointing to a compute demand > supply backdrop,…
The central debate on Wall Street is starting to sound something like this: Bears say, “It’s starting to look like 1999 – sell tech stocks,” while bulls counter, “It’s starting to look like 1999 – buy tech.” This disagreement over whether to embrace or recoil from the market’s resemblance to the final frenzy of the…
Piotr Swat | Lightrocket | Getty Images Telehealth company Hims & Hers’ stock plummeted in early trading Tuesday after posting a first-quarter loss and weak earnings guidance for the year ahead. The digital health firm reported a net loss of $92 million in its first quarter earnings on Monday, compared with roughly $50 million for…
EBay on Tuesday rejected an ambitious $56 billion takeover bid from the much smaller GameStop on doubts over the financing of the deal, while underscoring its turnaround efforts that have boosted growth. Analysts and investors have doubted whether the half-cash, half-stock bid from the $12 billion videogame retailer for a company nearly four times its…
