Semis struggled in Q1 2025 and there is potential downside ahead. More compute is believed to offer a decisive edge when it ...

The stock market took another hit after President Donald Trump announced sweeping tariffs of 10% or higher on some countries, escalating fears of a global trade war and adding pressure to an already ...

Nvidia's stock fell 7.8% on Thursday as investors digested the latest tariff announcements and Lee's downgrade. The stock is down 30% from its peak close achieved in early January, but Lee thinks it ...

We recently published a list of Top 10 Stocks to Watch as Investors Brace for Potential Recession. In this article, we are ...

The “America First” trade is unraveling in the sweeping turmoil in global markets, with stocks acutely exposed to the US economy sinking alongside the dollar. As Wall Street’s rebellion against Donald ...

The trading desk at Goldman Sachs Group Inc (NYSE: GS). experienced an unusually high level of activity on Thursday, ...

Sun recently spoke with Barron’s about Thornburg’s investment approach and the allure of Taiwan Semiconductor Manufacturing, ...

DeepSeek is threatening U.S. leadership in AI. And with Russia and China teaming up what does the global AI race look like?

Taken together, the seven megacap technology stocks that comprise the closely followed index lost nearly $820 billion in ...

We recently published a list of Top 10 Stocks to Watch as AI Trade Dynamics Change. In this article, we are going to take a ...