Navitas Semiconductor vs. ServiceNow: What Recent Quarterly Revenue Trends Tell Investors About These Tech Companies
ServiceNow currently reports consistently larger and much less volatile revenue totals than Navitas across all…
Market Analysis
Bond market anxiety is growing over AI capex budgets
It's playing out in real time in the bond market, where the biggest names involved in the blitz — Google, Amaz…
South Korean Won: Strong GDP and inflows support Won – Commerzbank
Commerzbank reports that South Korea’s advance Q2 GDP rose 0.6% quarter-on-quarter and 3.7% year-on-year, beat…
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The world is facing its largest oil shock ever. Here is why prices are not higher.
While the U.S. economy grew strongly in 2025, it is currently on shaky ground. Spiking inflation, static inter…
Forecasting the upcoming week: Fed, BoE and BoJ decisions take center stage
The upcoming week will be dominated by monetary policy decisions from the Federal Reserve (Fed), Bank of Engla…
Oil falls on report Pakistan is pushing for new U.S.-Iran talks with China's backing
Oil prices dropped Friday on a report that Pakistan is looking for a way to restart talks between the U.S. and…
The stock market is completely unprepared for a 6% yield on the 30-year Treasury
Earning 4% without taking on credit risk would in normal times sound like a great deal. But these are not norm…
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Thai Baht: Oil shock and dovish BoT keep THB pressured against US Dollar – OCBC
OCBC’s Sim Moh Siong and Christopher Wong note that the Thai Baht (THB) is trading near its weakest level in m…
Oil shipments are under attack on multiple fronts as fighting escalates in Red Sea, Hormuz and Black Sea
Oil tankers are increasingly coming under fire on several fronts as economic warfare is deployed as a weapon i…
Trump threatens EU with 'substantial TARIFF' for 'ROBBING' U.S. tech giants
President Donald Trump on Friday said his administration will launch a trade probe into the EU that will cance…
This energy company sidestepped Iran war challenges by pushing into data centers
President Donald Trump has turned a 60-foot-wide strip of federal land that spans three states on the southern…
Why Intel, Micron and other major chip stocks are falling — even as the rest of tech holds up
Micron and Broadcom are both semiconductor stocks, but they each operate in different areas.
Gold gains despite firm US Dollar
Gold price (XAU/USD) drifts higher on Friday as the Greenback stands firm, even as growing speculation that th…
Moody's says 'unprecedented' AI spending threatens credit quality of Amazon, Meta, Alphabet and others
The race to build artificial intelligence infrastructure at a trillion-dollar annual clip is eroding the free …
Stocks Fall Sharply as Crude Oil Prices Soar and Alphabet Sparks AI Spending Concerns
The S&P 500 Index ($SPX) (SPY) on Thursday fell -1.49%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -1…
The Dow Jones Industrial Average buys a rumour and sleeps through a tariff regime
The index that spent this week absorbing a war premium trades near 52,000 on Friday, around 325 points to the …
Singapore Dollar: Hawkish MAS stance supports SGD – MUFG
MUFG’s Lloyd Chan expects MAS to keep policy unchanged at the July meeting while maintaining a tightening bias…
Oil Prices Fall Back as Red Sea Oil Shipments Continue
WTI crude oil prices (CLU26) are down by about -4% today, giving back much of Thursday’s rally of +6.17%. Mean…
Anthropic's new AI model rivals Fable 5 and is cheaper as businesses fret about costs
Anthropic on Friday announced its latest artificial intelligence model, Claude Opus 5, which it said is its be…
Stocks Stabilize as Oil Prices Fall Back, But Caution Prevails
The S&P 500 Index ($SPX) (SPY) today is up +0.11%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.08%…
Equities: Hyperscaler stress and chip volatility – Commerzbank
Commerzbank’s Marco Stoeckle argues that the AI trade is at a crossroads, with ‘Mag 7’ euphoria fading and hyp…
US Dollar: Softer yields curb gains ahead of FOMC – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret say broad US Dollar (USD) gains are moderating as United…
JPMorgan warns ’super’ El Niño and oil shock could prop up global inflation
Astrologers at Cafe Astrology note that Jupiter in a fire sign encourages people to become bolder, more optimi…
Nvidia, Microsoft, Meta warn against 'premature restrictions' of open-weight models
Nvidia, Microsoft, Meta, Palantir and more than 20 other companies released a letter on Friday urging policyma…