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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
FirstService (FSV) Q2 2026 Earnings Call Transcript
Residential growth accelerates while roofing headwinds persist amid macro weakness.…

Amazon cracks down on use of AI images by sellers after New York law
A recently enacted New York law mandates that companies disclose when an ad includes a "synthetic performer" in place of a human actor.…

Tesla's Operating Margin Just Fell to 1.4% and Free Cash Flow Went Negative. Here's Where the Money Is Going.
A record quarter for revenue was also the thinnest for profit in a while. But the spending behind that gap is the real story.…

2 Missions, 3 Launches, and Up to $300 Million for Rocket Lab
Rocket Lab stock is down 32% in July, but it's still winning contracts.…

Amazon vs. Microsoft: Which Cloud Empire Is the Better Buy Now?
The two hyperscalers have a lot in common as investments.…

Is Tesla’s Earnings Miss and Negative Free Cash Flow a Red Flag for Rivian and Lucid Investors?
Tesla shares sank heavily after reporting quarterly earnings.…

Why Union Pacific Stock Rose Today
Efficiency gains are driving the railroad's earnings higher.…

Better Stock for Passive Income: Enbridge with Its 70+ Years of Payouts or Energy Transfer with Its 6.6% Yield?
Consistency matters more than a high yield.…

Friday's big stock stories: What’s likely to move the market in the next trading session
Stocks tumbled on Thursday, pressured by a sharp sell-off in Alphabet and Tesla, as well as a spike in oil prices. The Dow Industrials shed over 500 points.…

Better Buy: SpaceX or Nvidia?
SpaceX has tumbled to well below its IPO price, but is now the time to buy?…

If You'd Invested $10,000 in Ford Stock 10 Years Ago, Here's How Much You'd Have Today
Shares have performed exceptionally well in the past 12 months, which is an aberration.…

A Planet Labs Director Sold Over 6,000 Shares Amid a 323% Stock Rally. What Does That Mean for Investors?
This company providing satellite-based global geospatial data reported a notable insider sale after a massive increase in share price over the past 12 months.…

Stock Market Today, July 23: Tesla Drops 15%, Leading Tech Stock Slide
On July 23, 2026, massive capital expenditure plans triggered a broad retreat across technology stocks, as soaring crude oil added to inflation fears.…

Why Eos Energy Stock Just Hit a 52-Week Low After a 49% Plunge in the First Half of 2026
Eos Energy is sinking despite a promising battery energy storage technology and a booming backlog. Is it a value trap or an opportunity?…

Nvidia's Stock Hasn't Been This Cheap Since 2019. Here's Why It's the Best Buy in the Market Now.
Nvidia is looking attractively priced.…

Stock Market Today, July 23: Cleveland-Cliffs Stock Soars on Robust Steel Demand and Pricing
On July 23, 2026, the steelmaker told investors to expect earnings to continue improving.…
AMD’s rivalry with Nvidia is increasingly moving into a new realm
The chip makers are best known for competing in the GPU business, but they’re stepping up their offerings in the attractive market for server CPUs.…

Meet the Only Vanguard ETF That Has a Higher SpaceX Weighting Than the QQQ Nasdaq-100 ETF
By December, nearly 60% of the Vanguard Communication Services ETF could be invested in SpaceX, Alphabet, and Meta Platforms.…

Stock Market Today, July 23: Alphabet Slides 7% After Announcing 2026 Capex of Roughly $200 Billion
Today, July 23, 2026, investors punished the search giant after it raised capital spending forecasts again, signaling aggressive AI investment ahead.…

Stock Market Today, July 23: Tesla Stock Crashes on Earnings Miss and Rising AI Spending
Today, July 23, 2026, analysts cut price targets as margin pressure and autonomous-driving caution weigh on the EV leader.…

Is Pfizer's 7% Dividend Yield Too Good to Be True? Here's the Straight Answer
Income seekers shouldn't give up on the stock yet.…

PagSeguro CEO Sells 50,000 Shares as Stock Gains 20%. What Should Investors Do Now?
Principal Executive Officer Ricardo Dutra Da Silva liquidated his entire indirect position, reducing total equity holdings by 13% while maintaining 347,830 dire…

Prediction: $1,000 Invested in SpaceX Stock Will Be Worth This Amount in 3 Years
SpaceX has multiple powerful growth engines, but its three-year stock return will depend on whether execution can keep pace with its premium valuation.…

Prediction: Here's What SpaceX Stock Will Do After Its First Earnings Report
The largest IPO in history is set to report earnings for the first time on Aug. 4. Here's what investors need to know.…

Better-Buy Chip Stock: Taiwan Semiconductor vs. Nvidia
Taiwan Semiconductor and Nvidia are stalwarts in the semiconductor industry.…

What Does the Sale of Over 50,000 Shares of LegalZoom by Its CFO Mean for Investors?
LegalZoom, a leading digital legal platform, reported a notable insider sale amid a 20% decline in share price over the past 12 months.…
S&P 500 flashes sell signals — options traders are bracing for wild swings in Apple, Meta and Microsoft
Nervous investors set the stage for massive post-earnings moves in Wall Street’s biggest stocks.…

Stocks making the biggest moves after hours: Intel, AMD, Boston Beer, Deckers & more
These are the stocks posting the largest moves after the bell.…

Marvell Technology vs. Nvidia: What Do the Revenue Trends of These Artificial Intelligence Companies Tell Investors?
Nvidia's latest quarter hit $81.6 billion while Marvell reached $2.4 billion — a 34x gap that's only widened over eight quarters.…

Donald Trump's USTR Hit Brazil With a 25% Section 301 Tariff on July 15. Here's How That Could Play Out for These 2 Stocks.
Tariffs on Brazilian imports could reshape competitive dynamics for select companies.…