Broadcom is the diversified incumbent with custom AI chips, networking hardware, and infrastructure software, while Marvell is making a more focused bet on custom silicon and the optical networking that keeps AI cluster…
Although the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite recently reached new highs, interest-rate uncertainty is building on Wall Street.
A majority of U.S. employees now want to hold corporations more accountable via an AI sovereign wealth fund, amid dissatisfaction over a growing number of tech layoffs despite higher overall corporate profits, according…
Global stock markets have been under pressure as geopolitical tensions have resurfaced in the Middle East. Moreover, investors remain concerned about the sustainability of AI-driven demand and infrastructure spending.
July 16 could be a very important day for investors in all sectors of the market. Taiwan Semiconductor Manufacturing (NYSE: TSM) (or TSMC) reports earnings on that day, and it will have implications beyond just its stoc…
Artificial intelligence (AI) is transforming the workforce, and not always for the better. As companies continue to adopt AI to boost productivity, many are also cutting human jobs and replacing them with tools like Cha…
Chip stocks have had a blistering rally over the past year as investors bet on the semiconductor sector's central role in the global AI infrastructure buildout.
“The trillion dollar threshold carries material weight beyond the symbolism,” said Dave Mazza, chief executive officer at Roundhill Investments in New York. “More broadly, it reflects a market judgment that memory’s rol…
Ford Motor Co. and Unifor — the union that represents Canada's autoworkers — will begin bargaining for a new contract and Unifor's leaders call it "the most consequential" talks of their lifetimes.
2026 looks set to be another interesting year for Asian economies, with likely divergences in their respective policy and growth paths which can lead to a variety of market outcomes. We explore them in our 2026 Asia Out…
The S&P 500 Index ($SPX) (SPY) on Friday closed up +0.42%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.29%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.33%. September E-mini S&P futures (ESU26) r…