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Global bond yields are soaring as central banks normalize policy and inflation persists. While fiscal pressure is rising, the primary driver is a return to normal pricing after a decade of anomalies,…
Major semiconductor stocks including Intel, Broadcom, and Micron faced significant selling pressure, dragging down the broader semiconductor index. This sector-wide decline signals cooling investor s…
Taiwan is considering stricter criminal export controls on AI chip sales to China to align with U.S. policy. These regulations aim to prevent illegal rerouting of advanced hardware, potentially impac…
Turkey's competition authority has initiated an antitrust investigation into Meta Platforms. This regulatory scrutiny poses potential legal and financial risks for the company, likely exerting downwa…
The UK's Competition and Markets Authority is requiring Google to allow publishers to opt out of AI-driven search indexing. Analysts view this as a necessary step to address market asymmetry, potenti…
Broadcom shares fell over 7% after missing Q2 revenue estimates due to intensifying custom semiconductor competition. Despite strong AI growth, the company faces pressure from Nvidia and Marvell, tho…
Meta achieved a legal victory as the EU General Court ruled that regulators improperly designated Facebook Marketplace under the Digital Markets Act. While the court upheld the Messenger designation,…
The U.S. Commerce Department is closing regulatory loopholes, banning Nvidia and AMD from exporting advanced AI chips to Chinese-owned firms globally. This restriction targets top-tier processors, in…
Beijing has introduced strict new oversight rules on the cross-border transfer of technology and data, effective July 1st. These measures, targeting AI and sensitive assets, follow the forced unwindi…
Onfolio Holdings reported a 33.6% revenue decline and widening net losses for Q1 2026. Despite aggressive cost-cutting and a shift toward an AI-driven operating model, the company faces cash flow pre…
Nvidia delivered strong Q1 earnings but stock response was muted, reflecting sky-high market expectations. Rising bond yields and geopolitical tensions pressured tech sentiment despite chipmaker opti…
BCA Research warns of a collision course between rising bond yields and equity markets, driven by Iran tensions and inflation. Nvidia reported strong results but faces headwinds from macroeconomic pr…
Nasdaq declined as profit-taking followed a strong rally, with elevated Treasury yields and oil prices raising inflation concerns. Tech stocks faced headwinds while energy gained. Nvidia earnings loo…
Microsoft's Azure revenue growth slowed to 28% YoY, shares down 25.8% YTD amid chip supply issues, rising cloud competition, and a UK regulatory inquiry into its market practices.
The iShares U.S. Equity Factor Rotation Active ETF, heavily weighted in tech stocks like Apple, Microsoft, and Nvidia, has underperformed recently as investors rotate into energy and industrial secto…
Microsoft shares fell over 5% premarket after record AI capital expenditure raised margin concerns; cloud growth showed signs of slowing, with guidance slightly soft and Azure expansion no longer fue…
A union-aligned group pressures Amazon and Google on Trump's immigration policies, citing risks from H-1B visa fee hikes impacting skilled labor availability and long-term company value.
Tesla shares dropped over 2% amid valuation concerns, margin pressures, and execution risks on autonomous driving. Morgan Stanley's downgrade and weak technical support signal potential further downs…
US senators propose a bill to block NVIDIA from exporting advanced chips like H200 and Blackwell to China for 30 months, severely impacting sales prospects.
European regulators imposed heavy fines and strict controls on Apple and Microsoft for antitrust violations, signaling increased regulatory pressure on Big Tech, especially Apple’s App Store and paym…