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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
Alto (ALTO) Q2 2026 Earnings Call Transcript
Ethanol producer posts fourth consecutive profitable quarter on stronger margins and tax credits.…

Energy Recovery (ERII) Q2 2026 Earnings Call Transcript
Geopolitical conflict in Middle East drives 57% revenue decline amid megaproject delays.…

Albemarle (ALB) Q2 2026 Earnings Call Transcript
Lithium pricing strength and cost savings drive record profitability gains.…

Inseego (INSG) Q2 2026 Earnings Call Transcript
Revenue hit $44 million with 9% growth, but guidance was trimmed due to product delays.…

Rayonier (RYN) Q2 2026 Earnings Call Transcript
PotlatchDeltic merger drives record adjusted EBITDA and strong real estate sales momentum.…

BGSF (BGSF) Q2 2026 Earnings Call Transcript
Staffing demand softened amid interest rate pressures, but cost cuts narrowed losses.…

3 of our stocks surged in the AI trade came back. 3 others stumbled
Ahead of the CNBC Investing Club's August Monthly Meeting, here's a look at what moved our three top and bottom performers since our last meeting.…
Dell’s stock has beaten Micron and AMD this year — and now it’s adding to its gains
Shares of Dell have roughly quadrupled in price this year, with Lenovo’s earnings report helping to drive the latest bout of momentum for the PC and server make…

This little-known data stock offers a way to play the AI boom, Bank of America says
MongoDB is a good play on AI because its data management systems are poised to provide services for a wide range of AI applications, an analyst says.…

Databricks wraps $5 billion funding round at $190 billion valuation
Databricks is benefitting off of the agentic AI wave.…

Planet Fitness (PLNT) Q2 2026 Earnings Call Transcript
Revenue grew 7.1% to $365.2 million, but same-club sales decelerated.…

Helmerich & Payne (HP) Q3 2026 Earnings Call Transcript
North American drilling activity surged 11% sequentially on stronger private operator demand.…

Scholar Rock (SRRK) Q2 2026 Earnings Call Transcript
Apitegromab awaits FDA decision on Sept. 30 for spinal muscular atrophy treatment.…

Vontier (VNT) Q2 2026 Earnings Call Transcript
Margins expanded as core sales stabilized, despite Repair Solutions pressure.…

Versant Media (VSNT) Q2 2026 Earnings Call Transcript
Revenue declined 3.8% but adjusted EBITDA grew 3%, with full-year guidance raised.…

Sotera Health (SHC) Q2 2026 Earnings Call Transcript
Revenue hit $321 million with adjusted EPS up 30% year over year.…

CareCloud (CCLD) Q2 2026 Earnings Call Transcript
Revenue grew 16% to $31.9 million as recurring tech revenue climbed to 75% of total.…

Iovance (IOVA) Q2 2026 Earnings Call Transcript
Record Amtagvi revenue and gross margins signal strong commercial momentum in cell therapy.…

Freeport-McMoRan Chief Accounting Officer Sells $334,000 Worth of Stock
Ellie L. Mikes liquidated 4,773 shares at $70 per share, reducing her direct holdings by 12% after the stock surged 73% over the past year. Her remaining positi…
The Biggest Chip Stocks All Yield Under 1%. Here's Where the Cash Actually Goes.
The most profitable corner of the technology market pays income investors a pittance -- and each of these four companies has a different reason.…

GRAIL (GRAL) Q2 2026 Earnings Call Transcript
Galleri volume jumped 35% year over year on physician adoption and digital partnerships.…

MetLife (MET) Q2 2026 Earnings Call Transcript
Adjusted earnings surged 15% on strong underwriting and broad-based volume growth.…

BioNTech Just Named a New CEO. Here's What Guido Oelkers' Appointment Means for the Stock.
BioNTech is preparing for its next phase.…

Novanta (NOVT) Q2 2026 Earnings Call Transcript
Organic growth hit a three-year high as AI and robotics demand accelerated.…

Manulife (MFC) Q2 2026 Earnings Call Transcript
Core earnings up 12%, APE sales surged 21% across all segments.…
Salesforce’s stock gets a boost as J.P. Morgan says AI fears are overblown
An analyst predicts 29% upside for Salesforce shares, citing some promising AI features.…

Zai Lab (ZLAB) Q2 2026 Earnings Call Transcript
Zoci advances toward global registrational trials as net product revenue rises 11%.…

Via (VIA) Q2 2026 Earnings Call Transcript
Revenue hit $135.7M with 27% growth as customer count climbed 23%.…

TIC Solutions (TIC) Q2 2026 Earnings Call Transcript
Record backlog and data center momentum offset temporary weakness in inspection services.…

IonQ Could Become a Massive Winner in the Next Phase of AI Infrastructure
IonQ's future may depend on a quantum AI strategy that most investors still misunderstand. See what could drive its growth, what could derail it, and why the st…