Last summer, the workstation I use for writing these articles felt sluggish. You know how it goes, right? I'm using the same web browsers and word processor as always, but every page comes with a dozen traffic trackers and a bunch of ads that weren't there five years ago, when I last upgraded my computer memory. It was time for a couple of new memory sticks in my Frankenbox with parts acquired and upgraded in waves between 2010 and 2022. Image source: Getty Images. Will AI create the world's first trillio ...

The major U.S. index futures are currently pointing to a roughly flat open on Thursday, with stocks likely to show a lack of direction after moving notably higher over the two previous sessions.A mixed reaction to earnings news from Dow components Nvidia (NVDA) and Salesforce (CRM) may lead to choppy trading on Wall Street.Shares of Nvidia are jumping by 1.0 percent in pre-market trading after the AI leader reported better than expected fiscal fourth quarter results and provided upbeat guidance."Despite al ...

The S&P 500 has traded sideways in 2026, but several international stock markets have already notched double-digit gains.Many experts believe President Trump's tariffs will hurt the U.S. economy. Several recent studies say U.S. businesses and consumers have borne most of the costs, and there is no reason to think that will change. While the Supreme Court recently struck down some of the duties, Trump has replaced them with a 10% global tariff.Uncertainty about the economic impact has motivated some investor ...

Asian stocks advanced on Thursday as Nvidia's earnings results quelled fears over massive AI spending and AI-driven disruption. The AI bellwether posted record Q4 results with total revenue of $68 billion, led by a record data-center quarter of $62 billion, driven by the Blackwell and Blackwell Ultra ramp.The dollar edged lower in Asian trade, while gold advanced on safe-haven demand and oil prices hovered near seven-month highs as investors waited for any news on the third round of nuclear talks between t ...

Fixed Income Credit Commentary 26 Feb 2026 CMBI Credit Commentary Fixed Income Daily Market Update 固定收益部市场日报 Trading desk comments 交易台市场观点 Yesterday, in the new issuance space, ADVANC 31-36s tightened 1-2bps from ROs. The new SUMI 31 tightened 6bps from RO at T+90, while SUMI 36 hovered around RO. SUMIBK 41 tightened 3bps. The new DAESEC 29- 31 initially opened 2bps wider from ROs on flipper activities but closed 1-2bps tighter. In secondary Chinese IG space, TMT MEITUA/KUAISH/ LENOVO/BABA/ TENCNT tightened ...

Core Insights - Asian tech stocks experienced a rally due to stronger-than-expected results from Nvidia, alleviating concerns about the artificial intelligence sector's momentum [1][4] - Nvidia's revenue for its fiscal fourth quarter increased by 73% to $68.13 billion, surpassing analysts' expectations [4] Group 1: Company Performance - Shares of South Korean chipmakers Samsung Electronics and SK Hynix rose significantly, with SK Hynix increasing over 2% and Samsung up about 5% [1] - Other South Korean tech stocks also saw gains, with LG Innotek surging almost 14% and Seoul Semiconductor soaring 13% [2] - Japanese software firm Trend Micro jumped 5.95%, while Sony Group rose over 3.86% and SoftBank Group added 5% [3] Group 2: Market Trends - The demand for data centers is driving positive sentiment for companies in the Asia supply chain, particularly for SK Hynix and Samsung [2] - The TOPIX Information & Communication index in Japan climbed 2.6%, building on a previous day's gain of 0.58% [2] - Investors are favoring AI-linked companies, indicating potential upside for Japanese firms involved in gallium nitride and silicon carbide, such as Fuji Electric, which saw a 1.7% increase [3] Group 3: Financial Performance - Nvidia's data center unit now accounts for over 91% of its sales, highlighting its dominance in the AI chip market [4] - Dan Niles from Niles Investment Management noted that the current market conditions favor semiconductor infrastructure companies over software [4] Group 4: Mixed Performance - Japanese chip firms Advantest and Renesas experienced declines, with shares down 2.35% and 1.75% respectively [5]

South Korea's central bank raised its key interest rate by a quarter-percentage point as expected on Thursday, in a bid to contain inflation and prevent capital outflows as the U.S. Federal Reserve gears up for more hikes.Japan's Nikkei 225 hit another record Thursday fueled by "Takaichi trade," while the broader Asia-Pacific markets climbed after tech stocks powered a Wall Street rally overnight.The Nikkei 225 rose 1.1%, to an all-time high of 59,199.31, extending its winning streak of record highs to a th ...

One of the hottest artificial intelligence (AI) stocks to start 2026 has been Micron Technology (NASDAQ: MU). After being up 239% in 2025, the stock is already up a quick 50% in 2026. Despite the huge recent gains, though, the stock is not currently expensive based on traditional earnings valuations. The stock trades at a forward price-to-earnings (P/E) ratio of just 12.5 times the fiscal 2026 analyst consensus for the fiscal year ending August 2026 and 9.5 times fiscal 2027 analyst estimates. Will AI cre ...

Group 1 - The Global X AI & Technology ETF (AIQ) has achieved a 29.3% return over the past year, significantly outperforming the S&P 500 and QQQ, which returned approximately 13% [1] - AIQ is designed to provide diversified exposure across the AI value chain, holding 86 stocks with top holdings capped at 3-4% each, thus avoiding concentration in a few mega-cap names [1] - The fund's focus is on long-term growth driven by AI adoption across various sectors, including software, semiconductors, cloud infrastructure, and digital services, without using leverage or options [1] Group 2 - Over 60% of AIQ's assets are allocated to information technology and communication services, making it vulnerable to sector rotations and shifts in AI sentiment [1] - The fund has a 0.68% expense ratio, which is higher than that of broad index funds, necessitating sustained outperformance to justify the costs [1] - AIQ includes international players like SK Hynix, Samsung, and Taiwan Semiconductor, providing a global semiconductor footprint that a purely US-focused tech ETF would miss [1]

Micron (NASDAQ:MU) was once seen as a volatile tech stock that made memory chips, a mundane piece of hardware required by computers that was sometimes in demand, sometimes not. The infamous memory cycle made this stock trade cheaply, since investors were always debating whether or not memory chips were in demand enough to push up prices. Then, you need to take into account the foreign competition. South Korean companies like SK Hynix and Samsung make great chips too. The argument was, why would anyone buy f ...