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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
Before You Buy an AI Stock, Consider The Battle of The Cloud Titans
The chatbot race hides a much bigger contest. See which cloud titan has the efficiency, ecosystem, and financial strength to turn enormous AI spending into last…

Nvidia Reveals a $21 Billion Position in SpaceX. Here's How That Could Impact Its Earnings
The chipmaker recently released its 13F holdings report, revealing a large stake in the space stock.…

Why The Direxion Daily Semiconductor Bull 3X ETF Plunged Nearly 20% Today
It was a bad day for chip stocks.…

Intuitive Surgical Stock Is Having Its Worst Year Since 2008. What's Behind the Sell-Off?
Investors appear to be second-guessing the company's long-term growth prospects in light of its recent earnings numbers.…

Where Will the Vanguard S&P 500 ETF Be in 20 Years? History Has Good and Bad News for Investors.
The top S&P 500 ETF is still a reliable investment for patient investors.…

Elon Musk Admits There Is Likely to Be Short-Term Pain for SpaceX Investors
SpaceX's long-term vision will inevitably get in the way of the company's ability to hit short-term earnings expectations from Wall Street, according to its CEO…

AMD vs. Nvidia: 1 Metric Tells Me Which Is Clearly the Better Buy for 2026
AMD's stock is valued at a far higher premium than Nvidia's.…

Stocks making the biggest moves after hours: Toll Brothers, Keysight Technologies, La-Z-Boy & more
These are the stocks posting the largest moves in extended trading.…

CNBC Points Pro: Can you buy a car with a credit card?
Points expert Jason Stauffer shares what you need to know if you're thinking about buying a car with a credit card.…

Cheesecake Factory President Sells $3.5M Stock After 81% Rally -- Should Investors Beware?
David M. Gordon exercised options and liquidated 54% of his direct holdings following strong year-over-year appreciation. He retains 26,875 shares and 17,478 de…
Here’s a ‘ridiculously cheap’ way to protect yourself against a stock-market selloff
Wall Street’s ‘fear gauge’ is signaling the all-clear, despite myriad looming risks.…

Why Salesforce Stock Rallied Today
The customer relationship manager is getting a little love from Wall Street.…

Why Weave Communications Stock Soared Today
The AI software specialist received an attractive takeover bid.…

If AI is a bubble, could rising yields pop it?
Many stocks tied to the AI trade have soared on the promise of posting ultrahigh earnings years from now, but rising yields could throw water on that outlook.…

1 Rock-Solid Dividend ETF That Can Generate Passive Income for Decades
The Schwab U.S. Dividend Equity ETF provides investors with a high yield and exposure to many top dividend stocks.…

Better Buy: Palantir at 108 Times Forward Earnings or Tesla at 190 Times?
They are two of the highest valued large-cap stocks in the market.…

Meet the Dividend King Stock That Yields More Than Quadruple the S&P 500. Here's Why It's a Buy in August.
PepsiCo has a strong commitment to paying dividends.…

Meet the Dividend King That's Quietly Crushing the S&P 500 in 2026. Here's Why It's a Buy This August.
Actually, it's smart to snap it up any time of the year.…

Thinking About Buying SpaceX? These 2 Stocks Should Be Better Bets
The space company is popular right now, but these other corporations look more attractive.…

The market is broadening and it’s time to look beyond megacap tech. Three charts show why
The secular bull market is ongoing and becoming more widespread with participation from stocks in areas outside of tech and energy.…

We're buying more of this AI infrastructure stock well below its recent high
The combination of these factors suggests continued revenue and earnings growth for the foreseeable future.…

Why CoreWeave Stock Is Down 11.8%
CoreWeave shares dropped sharply Tuesday as geopolitical fears intensified and investors fled high-risk growth stocks.…

Walmart, Target results could put this earnings season to the test. What analysts are saying on retailers
Some of the largest retailers report earnings this week. Here's what Wall Street is expecting.…
This cancer drug stock could double as its treatment hits the market, JPMorgan says
The investment bank initiated coverage with an overweight rating.…

Broadcom's Stock Has Beaten the Market in 12 of the Past 13 Years, and It Could Do It Again in 2026
Broadcom has consistently been a top-performing stock in recent years.…

Is Nebius a Buy After Last Week's Earnings? Here's My Honest Take
Not every earnings report last week told the same story, and one name in particular stood out from the rest for all the right reasons.…

Prediction: SpaceX Stock Will Be Worth This Much in 1 Year
The rocket and satellite company is packed with long-term potential, but investors should brace for a volatile ride.…

Why Meta Platforms Stock Crashed Today
The company's latest court case could have significant implications for the future.…

Why Intel Stock Is Falling Today
Intel shares tumbled Tuesday as the ongoing Iran conflict continues to rattle markets.…
Caterpillar Costs the Dow 255 Points and Most Stocks Barely Notice
Caterpillar alone stripped 255 points off the Dow. Most other stocks had a perfectly ordinary day.…