Goldman looks at the impact of the AI capex boom on S&P 500 return on equity
This article is part of our Investment Outlook 2026: Seeking Catalysts Amid Complexity
Forex
How AI started turning memory into a structural bottleneck
The semiconductor market in early 2026 is experiencing a dramatic reversal that has caught many investors off guard. While Nvidia and other GPU makers trade sideways, memory stocks like SanDisk, Micron, and Western Digi…
Russia stocks lower at close of trade; MOEX Russia Index unchanged
Investing.com – Russia equities were lower at the close on Saturday, as in the sectors propelled shares .
Amazon voiced concerns about Anthropic AI models before US government’s crackdown, source says
The childhood admonition based on fables, ‘be careful what you wish for’ has been a preached for centuries. It’s ironic to see it come true for one of the two leading US AI companies this AI Tech Wave in recent days.
Citi raises KOSPI target to 10,000 as bull case remains intact
Investing.com -- Citigroup raised its KOSPI target to 10,000 from 8,500, citing continued memory earnings growth and strong fiscal stimulus by the South Korean government, according to a Citi research note.
Morgan Stanley sees limited evidence of reshoring after one year of tariffs
Investing.com -- One year after the United States imposed sweeping tariffs, analysts at Morgan Stanley found limited evidence that American manufacturers have moved production back onshore, with supply chain reorientati…
Memory chip shortage: How crazy could it get?
Prices of memory are going crazy. SemiAnalysis has been calling this out for over a year since late 2024. The scariest thing is that we aren't even close to the peak. We go through fab by fab production and expansion ve…
S&P Global Ratings upgrades Nvidia to AA on explosive AI demand
Korean companies are experiencing a broad-based decline in credit ratings, with more downgrades than upgrades recorded in the first half of this year, according to credit rating agencies and market analysts Tuesday.
U.S. stocks higher at close of trade; Dow Jones Industrial Average up 1.86%
Market movements on Wednesday were dominated by the prospects of a ceasefire negotiation between the US and Iran. As Iran adopted a tougher stance, oil prices rebounded from their daily lows and eventually turned positi…
Canada stocks higher at close of trade; S&P/TSX Composite up 1.52%
Investing.com - Canada’s main stock index is trading higher on Tuesday, with investors eyeing reports of progress in negotiations between the U.S. and Iran despite an ongoing American naval blockade.
Brazil stocks higher at close of trade; Bovespa up 1.71%
Investing.com – Brazil stocks were higher after the close on Thursday, as gains in the Real Estate, Consumption and Financials sectors led shares higher.
Stock indexes rip about 2% each after Trump says Iran deal reached, signing soon
Follow updates on the war in the Middle East for Monday, May 25, here. See earlier developments below.
Online spending accelerates to 13% growth in May - BofA
Investing.com -- Online spending grew 13% year-over-year in May, accelerating 2 percentage points from April, according to Bank of America aggregated credit and debit card data analyzed by analyst Justin Post.
SpaceX’s historic IPO catapults it past some of America’s biggest names
The SpaceX public offering could very well be the largest public offering of all time—bringing in even more money than Saudi Aramco’s cosmic $29 billion public listing in 2019. And with the rocketing costs (pun intended…
Parabilis Medicines closes $770.5 million IPO and concurrent private placement
Parabilis Medicines Announces Closing of Upsized Initial Public Offering, Including Full Exercise of Underwriters’ Option to Purchase Additional Shares
The road to SpaceX’s juggernaut IPO
On Monday morning, the AI juggernaut announced it had turned in its first IPO proposal to the U.S. Securities and Exchange Commission. It's a major step in the rush toward a public listing, as Anthropic and rival OpenAI…
BlackRock seeks to buy at least $5 billion in SpaceX IPO shares, WSJ reports
June 11 (Reuters) - Asset manager BlackRock sought to buy at least $5 billion worth of shares in the initial public offering of Elon Musk’s SpaceX , the Wall Street Journal reported on Thursday, citing people familiar w…
Nigeria's naira recorded a historical plunge after being floated freely - qz.com
The decision by the Central Bank of Nigeria (CBN) to float the naira freely has come with an unwanted outcome: a historical fall of the value of the currency against the US dollar.
Rupee kicks off 2018 with a bang, revisits 5-month high - The Times of India
Rupee kicks off 2018 with a bang, revisits 5-month high - The Times of India Rupee kicks off 2018 with a bang, revisits 5-month high The Times of India Read at source
What Are the Major Emerging Market Currency Pairs - FXCM Markets
USDJPY: Major ResistanceUSDJPY is positioned on a bullish momentum. the pair have been scaling up effortlessly for a few weeks now, in respect of the structure. Buyers seems to be getting exhausted, as price currently a…