Nvidia’s ( NVDA) share of China's market for data-centre AI chips fell to 34% in the first half of 2026 as U.S. export ...
Clean Growth III-VI benefited from multiple liquidity events and positive portfolio developments. Read more here.
Marvell eyes $30 billion in custom silicon by FY2031 and $15 billion XPU attach; assess valuation, margins and risks. Read ...
Nebius Group N.V. (NBIS) is aggressively scaling as a neocloud provider, posting 454% YoY revenue growth but remains deeply ...
Inflation-linked coupons & principal increased, but the rise in investors’ required real returns had a much greater effect on ...
Q2 2026 results, driven by strong Infant Formula segment gains and operational leverage. See why I rate PRGO stock as a hold.
U.S. credit card giant Visa ( V) said Tuesday it had received approval from the People’s Bank of China to establish a bank ...
Goldman Sachs Group (GS) has upgraded its three-month outlook on global equities to overweight from neutral, citing strong ...
BSOL is rated a speculative buy for long-term holders, leveraging both SOL appreciation and staking income. Read more on the ...
Outside AI, earnings momentum across emerging markets remains healthy, but the market is rewarding it unevenly.
Netflix faces significant price declines, underperforming the S&P 500 and its peers year-to-date. Learn why NFLX stock is a ...
Strong Buy gold (XAU): see why accelerating M2, US deficits, dollar trust erosion, and central bank buying could power a new ...