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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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Multi-tab live coverage — US mega-caps, indices, Asia-Pacific, commodities. Toggle between tabs to switch markets.
🌐 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
Ring Energy (REI) Q2 2026 Earnings Call Transcript
Oil production rose 3% sequentially as adjusted net income surged 224% from Q1.…
IREN Stock Fell 40% but Its AI Growth Story Looks Powerful
IREN's business is strengthening while its stock price falls. Discover the contracts, catalysts, and execution risk that could decide what happens next.…
SpaceX Stock Just Closed Above Its IPO Price. Here's What History Says Happens Next.
SpaceX recovered to its IPO price, but can it climb higher?…
Microsoft Stock: Buy or Sell? (My Final Verdict)
Microsoft is one of the best businesses in the world, in my view.…
This AI-linked name has more than tripled in 2026. Bank of America says it still has steam
Nebius Group's strong second-quarter earnings results bode well for the future of its stock, per Bank of America.…
If the Fed's Next Move Shakes Up the Market, History Says Investments in This 1 Type of Stock Usually Hold Up Best During Times of Volatility
While federal funds rate reductions this year were once viewed as a lock, how the Fed will manage its benchmark interest rate from here is now anyone's guess.…
Bill Ackman once exited Netflix stake in a huff. Why he’s buying the streaming giant again as well as these five stocks.
Netflix is once again an apple in Bill Ackman’s eye, as the streamer was among six stocks Pershing Square added in the last six months.…
Cisco stock falls on margin concerns. Here’s what Wall Street analysts are saying.
Analysts say a focus on the artificial-intelligence ‘supercycle’ could pressure gross margins.…
Elon Musk Says SpaceX Short-Sellers Probably Won't Survive. These 3 Earnings Numbers Say He's Wrong.
Musk says SpaceX short-sellers have "very low" survival odds, but the company's first quarterly report tells a complicated story.…
Prediction: Rigetti Computing Stock Will Be Worth This Much in 1 Year
Rigetti faces a long and uncertain path toward scaling its quantum computing systems.…
What is driving the rapid shift as South Korea’s bear market turns back into a bull
The recovery in Korean equities owes much to technical factors as retail long positions were liquidated, but it’s also backed by fundamentals – namely booming e…
There's No Denying Macy's Is a Great Buy Now, but This Stock Could Be an Even Better Buy Over the Next 10 Years
Although Macy's continues to execute its turnaround, warehouse retailer Costco has executed flawlessly for many years.…
The Next Big AI Market Bottleneck Is Here: 8 Stocks to Play the Boom in Optics
The rally in optical stocks could just be beginning.…
Jensen Huang Just Signed 7 Japanese Industrial Giants Into Nvidia's Physical AI Coalition. Here's Why $1 Trillion in Confirmed Demand Should Matter to Investors.
Nvidia is positioning itself as a core technology provider for Japan's physical AI build-out.…
Missed Out on Amazon? This Stock Could Be Your Second Chance to Profit From Owning a Growing E-Commerce Conglomerate
Southeast Asian conglomerate Sea Limited is on a journey that bears many similarities to Amazon's rise.…
Prediction: Amazon Will Join Apple in the $4 Trillion Club Before 2030
Despite already being a huge company, Amazon still has tremendous success ahead.…
Nvidia Stock Investors Just Got Good News From Wall Street (Hint: It's Time to Buy)
Wall Street underestimated how much hyperscalers would spend on AI infrastructure in 2026, and analysts could be making the same mistake for 2027.…
Google Parent Alphabet Just Revealed How Many SpaceX Shares It Owns... and the Figure Is a Doozy
Alphabet has turned into the Warren Buffett of Wall Street.…
‘My husband and I are at odds’: Should we tap our home equity or sell stocks to build a $100,000 emergency fund?
“We have about $1.7 million invested but only around $20,000 in cash.”…
The latest rally has energized the stock market but left the credit market concerned
Options traders are chipper about equities but wary of debt…
1 Number That Makes Lowe's Stock an Obvious Buy Before Aug. 19
The home improvement retailer could be a buy before earnings on Aug. 19.…
Uber Is Due for a Rally as Fundamentals Improve
The ride-share and delivery company has gained market share while boosting its profit margins, but most investors are ignoring its fundamental strengths.…
Prediction: Greg Abel Will Continue Holding This Berkshire Hathaway Stock That Warren Buffett Backed for Decades
A key benefit will keep Berkshire Hathaway in Coca-Cola stock.…
The S&P 500 Costs 27.5 Times Earnings. History Says What a Starting Multiple That High Buys You Over 10 Years.
Vanguard's own 10-year forecast for U.S. stocks is 4.2% to 6.2% a year. The record behind numbers like that is worth seeing whole.…
Prediction: Nvidia Will Be Worth $6 Trillion by the End of 2026
A valuation this low likely can't last much longer.…
All It Takes Is $17,000 Invested in This High-Yield Dividend King Stock to Generate Over $500 in Yearly Dividends
Procter & Gamble isn't a flashy company, but its dividend will appeal to investors looking for a payout they can count on.…
The Puzzle Pieces for Stagflation Are Beginning to Take Shape, and That's Terrible News for Fed Chair Kevin Warsh and Wall Street
Kevin Warsh and a historically pricey stock market may soon be on the hot seat.…
Maersk shares jump 7% after shipping giant smashes profit estimates and hikes outlook
Danish shipping giant Maersk on Thursday posted stronger-than-expected quarterly profit and raised its full-year earnings guidance.…
Nvidia Could Hit $7.5 Trillion in Value Thanks to This Overlooked Business Opportunity
Nvidia's networking business gives it another way to capture the tech sector's AI infrastructure spending.…
Qiagen (QGEN) Q2 2026 Earnings Call Transcript
Sales beat guidance as Sample Technologies and QIAcuity drive growth momentum.…