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Hawkish BoJ expectations, strong US employment data, and escalating energy-driven geopolitical tensions are shaping current global financial markets. Aggressive Bank of Japan Policy Shift Drives Yen Upward Expectations surrounding Japanese…
Oracle is heading into its latest earnings report with investors focused on one central question: can the software giant’s rapidly expanding artificial intelligence infrastructure business grow fast enough to justify…
Broadcom is emerging as a major beneficiary of the rapid expansion in artificial intelligence infrastructure, with its AI semiconductor business posting strong growth and the company raising its long-term revenue…
Anthropic, the giant company in the artificial intelligence (AI) space, is planning to launch the biggest IPO in the coming weeks. As this happens, more details, including banker selection and…
The consensus reading of AMD is that it is winning the accelerator war slowly and the only question is how much share it takes from Nvidia. That framing misses where…
Intel reported an $11.0bn net loss in its second quarter of 2026 and the business was not losing money. Those two statements are both true, and the reconciliation between them…
GoPro stock GPRO has surged in recent sessions after the struggling action-camera maker announced a $285 million cash merger with Starman Optical, a privately held photonics company. Earlier, YouTube creator…
Earlier this year, a fear psychosis had gripped investors that advances in AI would replace software firms, and the sector was all but written off. Anthropic’s launch of new plugins…
