Real-time financial, economic, and global news with market-focused context and analysis.
Coverage spans equities, macroeconomic data, commodities, currencies, technology, politics, and global events—paired with analysis that highlights why each development matters for traders and investors. From breaking headlines to hourly market snapshots and in-depth articles, the News Hub is designed to help you stay informed, oriented, and ahead of market-moving events.
Morgan Stanley analysts say visibility into RealTek Semiconductor's second half of 2026 is limited after the Asia AI Summit, even as PC demand remains strong. Customers are pre-stocking inventory but have not revised full-year rolling forecasts, and the company is likely to see continued inventory write-offs tied to pre-stocking and its accounting …
AMD Chief Executive Lisa Su visited China last week and maintained a restrained public presence following a high-profile trip by Nvidia CEO Jensen Huang. Their differing approaches highlighted contrasting corporate strategies in the politically sensitive Chinese AI chip market, where Nvidia’s share has contracted sharply while AMD holds a smaller b…
Barclays notes global equities are making fresh highs on reports of progress toward a US-Iran agreement. The bank highlights strong earnings momentum and stabilizing interest rates as core supports, while warning that gains are currently concentrated in US markets and in technology-related sectors. A confirmed deal that reopens the Strait of Hormuz…
Officials familiar with talks say the United States and Iran have reached a memorandum of understanding that would extend a ceasefire, allow shipping through the Strait of Hormuz, and lift a U.S. blockade and some sanctions, while giving negotiators 60 days to finalize a comprehensive agreement. Key disagreements - including Iran's nuclear programm…
SentinelOne's stock tumbled roughly 19.9% in pre-market trading to about $14.44 after the company released fiscal first-quarter results that showed 21% year-over-year revenue growth to $277 million but disappointed on guidance and announced an 8% workforce reduction. Management's Q2 revenue forecast and full-year outlook implied roughly 20% growth …
Australia’s defence minister described China’s decision to send a delegation made up largely of academics to the Shangri-La Dialogue as a lost opportunity for strategic reassurance, noting the region needs clearer signals amid China’s large conventional military buildup. The forum in Singapore drew defence ministers from the United States, Japan, B…
Ocado Group said it has agreed a partnership with Asda to provide the Ocado Smart Platform for the supermarket’s ecommerce operations, prompting a more than 12% rise in Ocado shares. The deal covers Asda’s front-end webshop, in-store fulfilment, last-mile planning and delivery integration with third-party aggregators, with rollout beginning in 2027…
U.S. equity futures were little changed on Friday after major indexes closed at record highs the previous session. Markets awaited confirmation of reports that the U.S. and Iran agreed to extend a ceasefire and lift limits on traffic through the Strait of Hormuz - a move that had not yet been approved by President Donald Trump. Macroeconomic data a…
Dell Technologies saw its shares jump nearly 40% in premarket trading after reporting a strong quarter driven by demand for Nvidia-powered AI servers and raising both annual revenue guidance and its multi-year AI server revenue outlook. The company cited data center investments by major cloud customers, pricing gains and improved supply-chain manag…
Bulgaria will permit U.S. military aircraft to remain on its soil only until the end of June after U.S. authorities did not approve a visa-free travel arrangement for Bulgarian citizens, Prime Minister Rumen Radev said. Sofia will extend an existing hosting agreement that expires at the end of May through the end of June to give Washington time to …
Etsy's Q1 2026 setup and recent operational signals make the case that bearish conviction is overextended. Improved GMS trends, mobile momentum and strong free cash flow create a scenario where shorts are vulnerable and patient longs can capture a rerating. This trade idea lays out entry, stop and target with horizon and risk framing.
Stop-and-start negotiations between Tehran and Washington over a ceasefire and the reopening of the Strait of Hormuz are the primary geopolitical drivers for markets this week. Key economic data from the United States and the euro zone will be watched for evidence of the conflict's economic fallout, while developments in India, Colombia and the tec…
Preliminary May data show inflation fell in four major German states, a pattern that suggests the country's harmonised inflation rate may decline this month despite elevated energy and raw material costs linked to the Iran war. Economists' forecasts and forthcoming national and euro zone releases will clarify the picture.
Rightmove has been repriced lower on headlines about AI reducing listing value. That narrative is overstated in the near term. The business still generates recurring, high-margin revenue from a dominant UK portal and benefits from structural listing dynamics that are hard to replicate. We present a tactical long with a mid-term horizon that balance…
Global government bond markets swung sharply in May after the Iran war pushed yields to multi-decade highs amid fears of prolonged inflation and higher borrowing costs. A surge in oil, hot U.S. inflation data and stalled peace-talk signals drove a mid-month selloff. Later in the month, reports of progress in U.S.-Iran talks and weaker economic acti…
Fabio Panetta, a member of the European Central Bank's governing council and governor of the Bank of Italy, said the ECB will act in a "timely and measured manner" to prevent the current energy shock from becoming persistent inflation. Speaking at the Bank of Italy's annual assembly in Rome, Panetta called for a "recalibration" of monetary policy a…
Sterling declined as a broadly stronger dollar set the tone, after reports of a 60-day ceasefire extension between Washington and Tehran that remains subject to U.S. presidential approval and has not reopened the Strait of Hormuz. GBP/USD fell to 1.3421, while EUR/USD slipped to 1.1638. Market attention remains on U.S. monetary policy signals and f…
Fabio Panetta, governor of the Bank of Italy and a member of the European Central Bank's governing council, told the Italian central bank's annual assembly in Rome that the ECB will act in a timely and measured way to prevent the current energy shock from translating into persistent inflation. He said the forward-looking inflation outlook points to…
Indonesia's equity market finished higher on Friday, with the IDX Composite Index rising 0.88% as gains in the Infrastructure, Agriculture and Basic Industry sectors supported the advance. While a larger number of stocks fell than rose, a handful of issues delivered substantial percentage gains, and several others recorded notable declines. Commodi…
Sunlands Technology Group announced the disposal of 100% equity interests in Guangzhou Shangzhi Side Technology Co., Ltd., a non-core asset, for RMB126 million. This move aims to streamline the company's asset structure, enhance capital allocation, and concentrate on its core adult online education business, thereby strengthening financial flexibil…
Sunlands Technology Group, a leader in China's adult online education market, announced a $50 million share repurchase program authorized by its Board of Directors to be executed over the next 36 months. The program reflects the company's strong capital position and confidence in sustained long-term performance while continuing investments in conte…
HIVE Digital is positioning its green-energy data centers to host GPU-based AI compute for customers and partners. The stock is trading at $4.51 with a $1.13B market cap, bullish technicals, rising volume and short interest—an environment ripe for a momentum-driven swing trade. This idea lays out a clear entry, stop and target with a 45-trading-day…
U.S. equity futures traded little changed as reports circulated that the U.S. and Iran had agreed to extend a weeks-long ceasefire pending presidential approval. Brent and WTI futures slipped, putting oil on track for its biggest weekly decline since early April, while attention on the supply-sensitive Strait of Hormuz and April inflation data temp…
A recent poll indicates Indonesia's headline inflation likely rose to 2.97% year-on-year in May, with core inflation projected to tick up to 2.52%. The same survey expects April's trade surplus to narrow to a median $1.50 billion from March's $3.32 billion, as exports and imports both showed year-on-year gains.
As Computex opens in early June, Nvidia’s CEO Jensen Huang will headline a week increasingly defined by Taiwan’s expanding role across the AI infrastructure stack. Large-scale investment commitments from Nvidia and AMD, close partner engagement across the island’s ecosystem, and an expected emphasis on data-centre hardware mark Computex as a showca…
