Damodaran on the $45 Billion AI Hedge Fund That Imploded—Three Lessons for Investors
Markets

Damodaran on the $45 Billion AI Hedge Fund That Imploded—Three Lessons for Investors

As Leopold Aschenbrenner’s Situational Awareness fund crashes from $45B to a cautionary tale, Aswath Damodaran warns tha...

Yael Ben-David 👁 62 💬 0
Nvidia Stock Rallies Off Lows, Bullish Technicals and Seasonal Trend Point Higher
Markets

Nvidia Stock Rallies Off Lows, Bullish Technicals and Seasonal Trend Point Higher

Nvidia shares have regained momentum after a 20% correction, with key moving averages and historical seasonality signali...

Yael Ben-David 👁 79 💬 0
Why Chinese Stocks Are Stuck as Beijing Bets on Future Tech
Markets

Why Chinese Stocks Are Stuck as Beijing Bets on Future Tech

China’s equity market trails global records as structural woes persist. The government’s pivot to AI, chips and space ai...

Yael Ben-David 👁 73 💬 0
DAX Clears 26,000 for First Time as Commerzbank Yields to UniCredit
Markets

DAX Clears 26,000 for First Time as Commerzbank Yields to UniCredit

Germany’s blue-chip index hit a fresh all-time high above 26,000 points despite economic gloom, while Commerzbank agreed...

Yael Ben-David 👁 87 💬 0
DAX Surges to Record 26,319; Markets Eye Inflation Data and Iran
Markets

DAX Surges to Record 26,319; Markets Eye Inflation Data and Iran

German DAX hit a new all-time high, driven by easing US rate fears, strong tech earnings, and hope of Hormuz reopening, ...

Yael Ben-David 👁 101 💬 0
NVIDIA Stock: Bullish Chart Signals and Strong Seasonal Tailwind
Markets

NVIDIA Stock: Bullish Chart Signals and Strong Seasonal Tailwind

NVIDIA shares show a bullish technical picture and a decade-long seasonal pattern of gains, but traders are warned that ...

Yael Ben-David 👁 69 💬 0
DAX Hits Record Above 26,500 as Geopolitical Hopes and Oil Retreat Lift Sentiment
Markets

DAX Hits Record Above 26,500 as Geopolitical Hopes and Oil Retreat Lift Sentiment

The German blue-chip index crossed 26,500 for the first time before closing at 26,391.42, boosted by signs of a possible...

Yael Ben-David 👁 62 💬 0
Sensex Falls 388 Pts, Nifty Breaks Below 24,500; Zydus Life, Bosch Rise on Q1
Markets

Sensex Falls 388 Pts, Nifty Breaks Below 24,500; Zydus Life, Bosch Rise on Q1

Indian equity benchmarks ended lower on Tuesday with Nifty slipping below 24,500. The rupee weakened to 95.44 against th...

Yael Ben-David 👁 50 💬 0
JPMorgan Lifts S&P 500 Target to 8,000 as AI Earnings Justify Spending, Joining Bullish Wall Street Chorus
Markets

JPMorgan Lifts S&P 500 Target to 8,000 as AI Earnings Justify Spending, Joining Bullish Wall Street Chorus

JPMorgan raised its year-end S&P 500 target to 8,000, citing a strong Q2 earnings beat and signs that massive AI investm...

Yael Ben-David 👁 62 💬 0
Egypt’s FRA, EGX, and Tax Authority Launch Joint Committee to Resolve Capital Market Tax Ambiguity
Markets

Egypt’s FRA, EGX, and Tax Authority Launch Joint Committee to Resolve Capital Market Tax Ambiguity

A new coordination committee between Egypt’s financial regulators and the tax authority has begun work to clarify tax tr...

Yael Ben-David 👁 68 💬 0
Bargain Ratings Fuel Wave of UK Take-Private Deals, Shrinking London Market
Markets

Bargain Ratings Fuel Wave of UK Take-Private Deals, Shrinking London Market

Low valuations and persistent domestic outflows are driving a surge in acquisitions of UK-listed companies, with Mitie a...

Yael Ben-David 👁 58 💬 0
Brent Crude Climbs Above $84 as Hormuz Standoff Keeps Markets on Edge
Markets

Brent Crude Climbs Above $84 as Hormuz Standoff Keeps Markets on Edge

Oil futures rose Monday as talks over the Strait of Hormuz navigation remain uncertain, with Iran demanding US compensat...

Yael Ben-David 👁 82 💬 0
Egypt's FRA Opens Door to Hedge Funds, Betting on Liquidity and Foreign Capital
Markets

Egypt's FRA Opens Door to Hedge Funds, Betting on Liquidity and Foreign Capital

The Egyptian Financial Regulatory Authority has issued the regulatory framework for hedge funds, enabling asset managers...

Yael Ben-David 👁 69 💬 0
MENA M&A Deals Dip to $46.7bn in H1 2026, but Q2 Momentum Signals Market Resilience
Markets

MENA M&A Deals Dip to $46.7bn in H1 2026, but Q2 Momentum Signals Market Resilience

EY’s H1 report records 390 deals worth $46.7bn, down from 434 a year ago, yet surging Q2 activity and large-scale transa...

Yael Ben-David 👁 63 💬 0
FTSE 100 Falls Short of Record as US Jobs Data Fuels Rate-Cut Hopes
Markets

FTSE 100 Falls Short of Record as US Jobs Data Fuels Rate-Cut Hopes

The FTSE 100 slipped after nearing an all-time high, while a softer US payrolls report lifted Wall Street but left Europ...

Yael Ben-David 👁 60 💬 0
Sky Gold Soars 14%, Titan Hits Record High as Jewellery Earnings Signal Demand Shift
Markets

Sky Gold Soars 14%, Titan Hits Record High as Jewellery Earnings Signal Demand Shift

Strong Q1 profit growth at Sky Gold and Titan, combined with an upbeat industry outlook from Senco Gold, pushed Indian j...

Yael Ben-David 👁 50 💬 0
UBS Picks Britannia, M&M, Shriram Finance to Ride India's Rural Recovery
Markets

UBS Picks Britannia, M&M, Shriram Finance to Ride India's Rural Recovery

UBS names Britannia, HUL, M&M, Eicher Motors, Shriram Finance & Cholamandalam as top rural recovery plays, backed by str...

Yael Ben-David 👁 53 💬 0
US and Japan Stage First Joint Yen Intervention in 15 Years — What It Means for Markets
Markets

US and Japan Stage First Joint Yen Intervention in 15 Years — What It Means for Markets

The US joined Japan to buy yen for the first time since 2011, knocking USD/JPY from a 40-year high of 163.99 to around 1...

Yael Ben-David 👁 77 💬 0
China’s Bank Wealth Managers Enter STAR Market IPOs as A-Class Investors, Target Unitree’s Robotics Debut
Markets

China’s Bank Wealth Managers Enter STAR Market IPOs as A-Class Investors, Target Unitree’s Robotics Debut

Six bank wealth management firms are bidding for shares in humanoid robot maker Unitree Technology's high-valuation IPO,...

Yael Ben-David 👁 65 💬 0
Argentina’s Merval Snaps Losing Streak, But Bond Drop Pushes Country Risk to Two-Month High
Markets

Argentina’s Merval Snaps Losing Streak, But Bond Drop Pushes Country Risk to Two-Month High

The S&P Merval added 1.1% to end a six-day slide, while sovereign dollar bonds fell 0.7%, lifting J.P. Morgan’s EMBI spr...

Yael Ben-David 👁 58 💬 0
Gerresheimer Price Target Doubled as Analyst Upgrades Sweep German Market
Markets

Gerresheimer Price Target Doubled as Analyst Upgrades Sweep German Market

Monday analyst notes saw a massive target hike for Gerresheimer and a string of upgrades for Henkel, Diageo and others, ...

Yael Ben-David 👁 53 💬 0
AI Could Live Up to the Hype and Still Disappoint Investors, Warns Moody's
Markets

AI Could Live Up to the Hype and Still Disappoint Investors, Warns Moody's

Moody’s sees a middle-ground scenario where AI reshapes the economy but stock returns remain muted, with the S&P 500 ave...

Yael Ben-David 👁 66 💬 0
JPMorgan Lifts S&P 500 Target to 8,000 as AI Monetization Hopes Grow
Markets

JPMorgan Lifts S&P 500 Target to 8,000 as AI Monetization Hopes Grow

The bank's strategists see AI profits accelerating faster than spending, bolstering corporate earnings and lifting the i...

Yael Ben-David 👁 52 💬 0
Space Stocks Climb 37% in 2026, but SpaceX’s IPO Reverberates Through the Sector
Markets

Space Stocks Climb 37% in 2026, but SpaceX’s IPO Reverberates Through the Sector

The S&P Kensho Space Index has tripled the wider market's gains this year, fuelled by the satellite boom and reusable ro...

Yael Ben-David 👁 64 💬 0
Bosnia’s Potential 200,000-Tonne Antimony Trove Attracts Attention as Prices Soar on Chinese Export Curbs
Markets

Bosnia’s Potential 200,000-Tonne Antimony Trove Attracts Attention as Prices Soar on Chinese Export Curbs

Antimony prices tripled to nearly $60,000/ton after China restricted exports, making Bosnia’s estimated 200,000-tonne re...

Yael Ben-David 👁 52 💬 0
Aubrey Capital Flags AI Capex Risks; Trimmed Exposure, Eyes India Rotation
Markets

Aubrey Capital Flags AI Capex Risks; Trimmed Exposure, Eyes India Rotation

Fund manager Mark Martyrossian warns of potential AI infrastructure downturn, citing the Oracle downgrade and China’s ch...

Yael Ben-David 👁 38 💬 0
Strategic Metals Become the New Oil in Global Supply Chain Race
Markets

Strategic Metals Become the New Oil in Global Supply Chain Race

MarketScreener’s new thematic list highlights the critical role of cobalt, lithium, tin and rare earths across auto, avi...

Yael Ben-David 👁 42 💬 0
Why the Global Pet Care Market Keeps Attracting Investors — and Weathering Recessions
Markets

Why the Global Pet Care Market Keeps Attracting Investors — and Weathering Recessions

With a 5.8% annual growth rate and recession-proof spending, the pet industry is driven by aging demographics, millennia...

Yael Ben-David 👁 57 💬 0
Gold and Silver Regain Safe-Haven Luster as Economic Jitters Mount
Markets

Gold and Silver Regain Safe-Haven Luster as Economic Jitters Mount

Falling bond yields, trade tensions, and slowing growth push gold and silver back into the spotlight. Mining equities of...

Yael Ben-David 👁 56 💬 0
NBA’s $24 Billion TV Deal Fuels Franchise Values to $1.9B, Creating Investor Opportunities
Markets

NBA’s $24 Billion TV Deal Fuels Franchise Values to $1.9B, Creating Investor Opportunities

With a 1-billion-strong global fanbase and average franchise values of $1.9 billion, the NBA’s revenue model—anchored by...

Yael Ben-David 👁 38 💬 0