Latest Articles
The Public Ad Tech Era Is Over as Four Delistings Signal a Market Rethink
Nielsen's $2.15 billion DoubleVerify deal is the latest exit in a year that also saw IAS, LiveRamp and Criteo leave publ...
Big Tech's AI Bond Wave Is Repricing Canadian, Swiss and Sterling Credit
Alphabet and Amazon have become top issuers in smaller currency bond markets, pushing long-term borrowing costs higher a...
Koplowitz's Morinvest Exits Indra After 270% Rally, Buying Repsol, Aena and Berkshire
The €620m Spanish SICAV took profits in defense-linked Indra and Amadeus, moved into Repsol and Aena, and lifted its Ber...
Eight Euro Stoxx 50 Stocks With More Than 25% Analyst Upside
Strategists argue July's AI-led correction was rotation, not retreat. LSEG consensus data highlights eight Euro Stoxx 50...
13F Filings Show Institutions Trimmed Mag7 and AI Favorites as Conviction Splits
An SEC filing sweep shows 44% of institutions reduced Magnificent Seven positions while 42% added, and semis still drew ...
Nasdaq Promotes Nasdaq-100 as the Benchmark of Innovation for Product Issuers
Nasdaq's latest overview pitches the 100-company non-financial index for ETFs, annuities and advisory portfolios, with a...
Hormuz Risk Premium Returns as Weak Demand Caps Oil's Weekly Rebound
WTI is up more than 5% this week after stalled U.S.-Iran talks restored the Strait of Hormuz risk premium, but a huge U....
Berkshire Hathaway Lifts Alphabet Stake 83%, Halting 14-Quarter Stock Sell-Off
The disclosure makes Alphabet Berkshire's third-largest stock at $37.8 billion, as Greg Abel begins deploying the cash p...
Russian Stocks Flat as Oil Rally Offsets Ukraine War Gloom; HeadHunter Jumps on Dividend
MOEX and RTS barely moved on Aug. 14 as higher Brent and HeadHunter's dividend news competed with geopolitical drift; an...
US Retail Sales Drop and Consumer Confidence Slide; Hong Kong GDP Forecast Lifted to 4.5% Top End
July US retail sales fell 0.6% and the Michigan consumer sentiment index came in at 51, missing forecasts, while Hong Ko...
Norway’s Sovereign Wealth Fund Posts Record NOK1.75tn Half-Year Profit
The Government Pension Fund Global returned 13% on equities in the first half, led by Asian tech, while Jens Stoltenberg...
Foreign Outflows and Fiscal Fears Hit Brazil's Biggest Listed Companies in Nine Sessions
Elos Ayta ranks Itaú Unibanco, Bradesco, Petrobras and other blue chips among the biggest market-value losers over nine ...
Nifty Microcap 250 Scales Fresh 52-Week High as Earnings Boost Small-Caps
The Nifty Microcap 250 hit 26,245.30 while the Nifty 50 slipped, led by Manorama, Balu Forge, Triveni and Sansera on ear...
LG India Hits Record as Consumer Durable Stocks Outperform Broader Market
LG Electronics India rose 10% to a record ₹1,736.40 after Q1FY27 profit climbed 27%, pushing the Nifty Consumer Durable ...
Ventura’s Vinit Bolinjkar sees 7–8% Nifty upside by year-end; avoid legacy IT stocks
Ventura’s head of research expects another 7–8% Nifty gain by December if bank margins, crude and autos cooperate, while...
Low Yields and July's Tech Sell-Off Push Chinese Investors Toward Quant Fixed Income+ Funds
China's 10-year sovereign yield has fallen to 1.71%, squeezing deposit and pure-bond returns while sharp equity losses a...
High-Premium LOFs Slide as Exchanges Move to Phase Out QDII and Commodity Listings
Shanghai and Shenzhen plan to delist commodity, QDII and tiny LOFs by 2027, triggering sharp falls in high-premium funds...
Bank of Korea Ends 13-Year Gold Pause With ETF Stake and Domestic Buying Plan
South Korea's central bank revealed a $250m SPDR Gold Trust position and is preparing to buy locally produced gold bars,...
Weak U.S. Retail Sales Drag Toronto and New York Markets Lower
A surprise drop in U.S. retail sales and a looming 50% tariff on Canadian goods pulled North American equities lower, wh...
Brazil's Ibovespa Falls for Ninth Session as Foreign Outflows Hit R$13.5bn in August
Ibovespa fell for a ninth straight session to 166,934 points as foreign outflows hit R$13.5 billion in August; Petrobras...
SpaceX Faces More Lockup-Driven Volatility as 320 Million Shares Unlock August 20
Analyst Ed Elson expects repeated selling pressure after the record $85.7 billion IPO; the next test is August 20, with ...
AI's Infrastructure Boom Is Now an Inflation Risk for Stocks and Bonds
Computer, software and energy costs tied to AI are pushing inflation higher now, complicating Fed policy and lifting Tre...
Gold and Silver Log Strongest Week in 28 Weeks After US Jobs Miss
Weak US payrolls pushed Treasury yields and the dollar lower, lifting precious metals, while oil fell on US-Iran diploma...
Big Tech's AI Borrowing Wave Is Lifting Credit Risk for Safe Non-Tech Companies
BNP Paribas warns that heavy debt issuance by AI hyperscalers is forcing high-grade issuers such as LVMH, Sanofi and BAE...
S&P 500 hits record, Nasdaq gains as soft producer prices cool Fed hike bets
Cooler producer inflation followed the CPI slowdown, lifting US stocks to a record even as AI earnings split and oil pri...
Rising Treasury Yields Meet Record Leverage, Testing Market Stability
Thirty-year Treasury yields above 5.2%, record margin debt and a $3tn AI selloff are combining into an early-warning sig...
Why Germany's DAX Is Setting Records While the German Economy Stalls
A total-return index dominated by global tech and defence winners has surged through 26,000 points as German GDP remains...
How to Read Warren Buffett's US Stock Portfolio Through Berkshire's 13F Filings
A practical guide to Berkshire Hathaway's quarterly 13F filings: what the list of Warren Buffett's US-listed equity posi...
Canada's 2018 Legalization Turns Cannabis Into a New Investment Asset Class
The first G7 recreational cannabis market opened in Canada in 2018, creating a fast-growing but largely unprofitable pro...
Why Cobalt, Lithium and Rare Earths Are Now Strategic Investment Terrain
Automotive, aerospace, renewables, electronics and defence all depend on cobalt, lithium, tin and rare earths; the inves...