TRENDING TOPICS
3286 articles found for "investing"
Shanghai Biren Technology jumped 82% in its Hong Kong debut, the best IPO performance since 2021 for deals over $700 million. What it signals about China's semiconductor ambitions.
Aluminum prices crossed $3,000 per metric ton for the first time in over three years as smelter closures and Chinese production caps squeeze global supply.
Baidu's semiconductor subsidiary Kunlunxin has confidentially filed for a Hong Kong listing, potentially valued between $16-23 billion as China races to achieve chip independence.
CES 2026 begins January 4 in Las Vegas with Jensen Huang's keynote on January 5. From next-gen chips to AI appliances, here's what investors need to watch.
Fidelity and BlackRock identify AI as 2026's defining equity market theme, with Big Tech's $500 billion spending facing a revenue reality test while AI infrastructure spending accelerates.
Morgan Stanley names Micron Technology its top semiconductor pick for 2026, citing 48% projected annual earnings growth and AI memory opportunity despite Nvidia's continued dominance.
As institutional investors return from holiday break, their positioning decisions in January's first week will reveal where smart money sees opportunity and risk in 2026.
ISM manufacturing PMI on January 5 and services PMI on January 7 will provide the first hard economic data of 2026, testing Wall Street's bullish consensus against business reality.
Trump administration reopens Chinese market for Nvidia's H200 GPUs, potentially adding billions in revenue as the chipmaker enters 2026 with a $275 billion order backlog.
Analysts project Microsoft could surge 30% in 2026 as Azure's AI integration positions the company to capture enterprise spending on artificial intelligence infrastructure.
Fresh additions to the S&P 500 dominated 2025 returns. Robinhood gained 222%, AppLovin surged over 100%, and Carvana completed an extraordinary comeback from near-bankruptcy.
Corcept Therapeutics stock plunges nearly 50% after FDA issues complete response letter for relacorilant, wiping out $3.7 billion in market value on the final trading day of 2025.