Goldman Sachs sharply raised its global wafer fab equipment spending forecasts for 2026–2028, citing strong semiconductor capex and equipment demand. The upgrade signals a robust upcycle in the semiconductor industry,...
Nvidia's upcoming earnings report, with $92 billion in sales at stake, will test the resilience of the AI trade. A strong result could boost AI-crypto convergence, while a miss might...
Nvidia is in talks to invest in AI search startup Perplexity at a valuation exceeding $30 billion, a 50% jump from last year. The deal highlights the growing intersection of...
Liquid Death's CEO dodges IPO questions despite hiring Goldman Sachs and a Pepsi-veteran CFO, signaling serious public market preparation. The move could test investor appetite for a high-growth, ESG-friendly beverage...
South Korea's KOSPI fell 1.2% as Samsung Electronics dropped 4.8% on its shareholder return plan, while SK Hynix rose nearly 3%. The divergence highlights AI-driven demand shifts in the semiconductor...
Major U.S. companies are set to report earnings before Monday's open, a key event for market direction. Strong results could boost stocks and risk assets, while disappointments may trigger volatility...
Tuya's Q2 2026 earnings will test its path to profitability amid global trade headwinds. A beat could boost IoT stocks and risk sentiment, while a miss may pressure Chinese ADRs...
PicS Q2 2026 earnings preview: analysts expect a modest beat, but margin pressure and guidance will be key. The report could impact stocks, bonds, and the dollar, with implications for...
Gorilla Technology Group is set to report Q2 2026 earnings, with analysts expecting strong growth. The stock's high valuation and retail interest mean the report could trigger significant volatility. Investors...
A MarketWatch reader asks whether to sell stocks to pay off a car loan amid a hot market. The answer hinges on interest rates, tax implications, and personal risk tolerance—not...
Spider-Man: Brand New Day's box office dominance signals consumer spending strength, benefiting Sony and Disney while offering short-term plays in cinema stocks. The film's success underscores the value of IP...
Goldman Sachs reports that hedge funds and mutual funds are taking opposite sides on the AI trade, with hedge funds selling and mutual funds buying. This divergence could lead to...
President Trump's June disclosure shows he sold MicroStrategy and bought Coinbase plus two other crypto stocks, signaling a shift from Bitcoin-treasury plays to exchange infrastructure. This rare political portfolio move...
Apple's first foldable iPhone, priced above $2,000, is slated for a September 9 debut. This move could revitalize Apple's retail traffic and spur global interest in foldables, with significant implications...
Alibaba's record $10 billion share sale, with proceeds earmarked for AI, signals a strategic shift but raises dilution concerns. The move highlights the capital-intensive nature of AI and could reshape...
Nvidia's upcoming earnings report is a critical test for the AI boom and the stock market. With a broad universe of companies tied to its performance, a strong or weak...
Nvidia is building two underappreciated moats: open-source small language models and strategic supply chain lock-ins. These could drive a stock re-rating as Nvidia diversifies beyond hyperscalers and secures critical capacity.
Josh Kushner's wealth tripled this year thanks to AI investments, highlighting the massive returns from early bets on OpenAI and SpaceX. His potential Lakers acquisition signals a new trend of...
Nvidia's upcoming earnings are expected to beat estimates, but the market's focus is on the Rubin architecture's ramp, the OpenAI financing deal, and whether growth can continue into 2027-2028. Strong...
Nvidia's reported 15% price hike on AI servers, driven by rising memory costs, signals shifting pricing power in the AI supply chain. The move will boost Nvidia's revenue but pressure...
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