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Tier-1 analyst takes on US tech, GCC sovereign holdings, and Asia-Pacific semi cycle. Contact sales to unlock.
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🌐 Coverage Markets — Detail
🇺🇸 United States
Mega-caps and AI leaders driving the index this cycle: NVIDIA · Apple · Microsoft · Tesla. Watch the AI compute capex theme + datacenter buildout.
🇸🇦 Saudi Arabia (Tadawul)
Vision 2030 plays — Saudi Aramco (oil supply discipline + dividend yield), Al Rajhi Bank (Sharia-compliant retail banking leader). Tadawul All Share Index (TASI) tracks the broader market.
🇦🇪 United Arab Emirates
Dubai Financial Market General Index · ADX General Index — petro-state diversification, tourism + real estate plays.
🇹🇼 Taiwan (TAIEX)
Semiconductor super-cycle: TSMC (leading-edge foundry, AI accelerator orders) · Hon Hai (Foxconn EMS, AI server assembly) · Quanta Computer (server ODM).
🇮🇳 India
NIFTY 50 · BSE Sensex — consumption + IT services + manufacturing PLI scheme localizing semi production.
🇯🇵 Japan / 🇰🇷 Korea
Nikkei 225 (corporate governance reform driving multiples) · KOSPI (semi + EV battery — Samsung / SK Hynix / LG Energy).
Latest in Global Stocks
30 stories
Crown Crafts (CRWS) Q1 2027 Earnings Call Transcript
Tariff refunds and inventory gains drive margin expansion amid cautious consumer spending.…

OptimizeRx (OPRX) Q2 2026 Earnings Call Transcript
AI software revenue grew 25% despite overall quarterly decline from customer inactivity.…

Stantec (STN) Q2 2026 Earnings Call Transcript
Record backlog of $9.2 billion and margin expansion signal strong infrastructure demand.…

Kimball Electronics (KE) Q4 2026 Earnings Call Transcript
Medical segment growth accelerates with Helvoet acquisition and new facility.…

Usio (USIO) Q2 2026 Earnings Call Transcript
PayFac revenue surged 43% as payment volumes climbed 27%, signaling accelerating momentum.…

Harmonic (HLIT) Q2 2026 Earnings Call Transcript
Revenue surged 54% as broadband and fiber demand accelerated post-divestiture.…

Thursday's big stock stories: What’s likely to move the market in the next trading session
The S&P 500 rose modestly as the Treasury announced a debt repurchase plan that sent yields falling. Tune in to CNBC for John David Rainey of Walmart.…

STAAR (STAA) Q2 2026 Earnings Call Transcript
Record revenue and return to profitability driven by EVO Plus expansion in China.…

Lumexa Imaging (LMRI) Q2 2026 Earnings Call Transcript
Advanced imaging volumes surge as free cash flow hits record $23.1 million.…

Omeros (OMER) Q2 2026 Earnings Call Transcript
Yartemlia generated $32.2M in gross sales during its first full quarter on market.…

Why Moderna Stock Skyrocketed Today
The biotech could be on the verge of setting a new standard of care for skin cancer.…

Inside India newsletter: Chip squeeze hits Chinese smartphones in India as Apple, Samsung gain an edge
Rising memory chip costs are reshaping the world's second-largest smartphone market as Chinese brands become expensive, improving the value proposition for Sams…

Tecogen (TGEN) Q2 2026 Earnings Call Transcript
Service revenue grew 10.3% as management targets hyperscale data center operators.…

Stock Market Today, Aug. 19: Stocks Edge Higher, Ending 3-Day Losing Streak
Today, Aug. 19, 2026, bond market relief halted a three-day slide, lifting interest-rate-sensitive equities and healthcare names.…

Marvell Technology vs. Verizon Communications: Which Technology Stock Is a Better Buy in 2026?
Marvell offers high-octane growth at the center of the AI chip build-out, while Verizon offers steady income and improving fundamentals for more conservative in…

Journey Medical (DERM) Q2 2026 Earnings Call Transcript
Emrosi prescriptions hit 14,000 in July as payer coverage expands and margins improve.…

CuriosityStream (CURI) Q2 2026 Earnings Call Transcript
Licensing revenue surged 48% as AI training deals accelerated.…

Longeveron (LGVN) Q2 2026 Earnings Call Transcript
ELPIS II trial data expected September 2026 as cash runway extends into Q4.…

Stock Market Today, Aug. 19: Nebius Falls 10% on $4.5 Billion Convertible Note Offering
On Aug. 19, 2026, the AI cloud provider announced a massive debt-to-equity conversion plan, triggering dilution concerns and heavy selling pressure.…

Tesla's Model Y L Is Coming to America. Will It Reignite Sales Growth?
The Model Y L targets a missing customer.…

Knightscope (KSCP) Q2 2026 Earnings Call Transcript
Security Force integration drove record customer count and positive gross margin.…

BioCardia (BCDA) Q2 2026 Earnings Call Transcript
Japan regulatory progress and narrowed losses drive CardiAMP advancement.…

Direct Digital (DRCT) Q2 2026 Earnings Call Transcript
Revenue fell 23% as demand-side platform spending declined sharply.…

FGI (FGI) Q2 2026 Earnings Call Transcript
U.S. revenue surged 20.3% while tariff recoveries boosted margins.…

Billionaire Stanley Druckenmiller Just Dumped Micron and Intel While Adding These 2 AI Stocks. Should Investors Follow Suit?
AMD and Alphabet look like good long-term buys.…
ServiceNow’s stock leads a software rally. Here’s what’s energizing investors.
There’s growing confidence in the idea that traditional software companies will be able to withstand AI disruption.…
The chip-stock rally hits a speed bump — but these analysts see reason to be hopeful
Previous instances of short-term pressure on semiconductor stocks opened up opportunities for investors who bought the dip, according to one analyst.…

Could Eli Lilly Be Worth More Than SpaceX by the End of 2026?
These two stocks both have market caps of more than $1 trillion, but Eli Lilly's valuation is supported by strong financials.…

Atea (AVIR) Q2 2026 Earnings Call Transcript
HCV regimen met non-inferiority with 8-week dosing for non-cirrhotic patients.…

LPA (LPA) Q2 2026 Earnings Call Transcript
Revenue surged 26% as Peru and Colombia markets accelerated with 100% occupancy.…