Here’s why the booming Kospi Index may suffer a harsh reversal soon
South Korean stocks have soared in the past few months, with the KOSPI Index doubling this year, helped by the strong performance of Samsung and…
Top 3 catalysts for the S&P 500 Index, VOO, and SPY ETFs
The S&P 500 Index has come under pressure in the past few days, moving from the year-to-date high of $7,620 to the current $7,354. This…
Intel stock forecast: $150 bull case, $90 bear case for 2026
The tired framing of Intel is the fallen giant that missed mobile, missed AI, and handed its manufacturing crown to Taiwan. That story is two…
Broadcom stock forecast: $630 bull case, $300 bear case for…
The reflex take on Broadcom (AVGO) is that it is just another way to ride Nvidia’s AI boom. It is closer to the opposite. Broadcom’s…
AMD stock forecast: $670 bull case, $400 bear case for 2026
The lazy take on Advanced Micro Devices (AMD) is that it is simply the cheaper Nvidia — a discounted way to own the same artificial-intelligence…
Dow ends lower as AI selloff drags Nasdaq, defensive stocks gain
The Dow Jones Industrial Average and the broader US stock market closed lower on Friday as investors continued rotating out of technology and semiconductor stocks…
Apple and Microsoft hike prices due to memory: is AI becoming an inflation machine?
The artificial intelligence boom has long been pitched as a transformative force that would boost productivity and eventually lower costs across the economy. But this…
Why China’s top money managers believe the AI bubble is about to pop
A growing chorus of China’s most influential hedge fund managers is sounding the alarm on what they describe as a dangerously overheated global AI trade.…
Micron stock price prediction: $385–$2,000 MU scenarios
Forget the reflex that says memory chips are dumb commodities doomed to boom and bust. The single most important number in Micron Technology’s (NASDAQ: MU)…
TSMC stock forecast: $590 bull case, $330 bear case for 2026
The lazy take on Taiwan Semiconductor Manufacturing Company (TSMC) is that it is just another expensive artificial-intelligence (AI) trade. It is not. TSMC is the…
Kospi suffers worst week since March: Why has the index turned so volatile?
South Korean stocks ended their worst week in more than three months on Friday, capping a turbulent stretch that has also prompted comparisons between the…
Wall Street futures trade mixed today: 5 things to know before markets open
Wall Street’s AI trade is heading into Friday with less confidence than it had 24 hours ago. Nasdaq futures led the decline as chip stocks…