♪ >> NEWSMAKERS AND MARKET MOVERS, THIS IS "THE PULSE WITH FRANCINE LACQUA." FRANCINE: GOOD MORNING. I'M FRANCINE LACQUA HERE IN LONDON. WELCOME TO THE PULSE.UPBEAT TEXT RESULTS THAT TECH RESULTS LIFTING SENTIMENT AHEAD OF THAT -- UPBEAT TECH RESULTS LIFTING SENTIMENT. LET'S DIG DEEPER ON TECH . THE AI INFRASTRUCTURE RACE SHOWING LITTLE SIGN OF SLOWING AFTER COREWEAVE POSTED A STRONGER SALES OUTLOOK AND SUPER MICRO'S REVENUE FORECAST TOPPED ESTIMATE. INVESTORS AWAIT RESULTS -- AWAIT RESULTS FROM THE CHINESE ...

It's Wednesday the 12th. Good morning. What do you need to know.Coach and super Mike gross numbers didn't disappoint overnight. That's the first thing. Take us out a particularly good night.There are conflicting reports on whether a deal is close or not to reopen the Strait of Hormuz. Brent is holding just below 90. We'll show you that in just a second.And it's inflation day in the USA. CPI drops at 830 eastern time. Well, tech has been doing some heavy lifting or at least some lifting for European equity.S ...

Emerging-market stocks rose, led by a rally in Asian chipmakers as upbeat results from AI infrastructure firms revived appetite for tech stocks https://t.co/zof8UmjlGK ...

LIZZY: THIS IS BLOOMBERG DAYBREAK: EUROPE. CHIP STOCKS DRAG ASIA HIGHER AS BLOCKBUSTER EARNINGS FUEL THE AI TRADE WILL CLIMBS FOR A SIX-DAY, SET FOR ITS LONGEST WINNING STREAK SINCE APRIL AS TRADERS REMAIN UNCERTAIN ON PROSPECTS OF A DEAL ON THE STRAIT OF HORMUZ. PLUS, U.S. INFLATION IN FOCUS.TRADERS SAY 50-50 ON A SEPTEMBER FED HIKE. WE WILL PREVIEW THE CRUCIAL CPI PRINT. HERE IS THE PICTURE IN MARKETS THIS WEDNESDAY AS WE BUILD UP TO U.S. INFLATION DATA.OIL GAINING FOR A SIXTH STRAIGHT DAY ON SKEPTICISM A ...

That $500 billion $NVDA Wall Street stunt involves Nvidia taking 25% stakes & providing residual value guarantees on purchase of its chips. All filtered through Private Equity’s Private Credit schemes. I have an idea how that will look. Meet the new Boss. Same as the old Boss https://t.co/vzAnWLkhxI ...

LIZZY: THIS IS BLOOMBERG DAYBREAK: EUROPE. CHIP STOCKS DRAG ASIA HIGHER AS BLOCKBUSTER EARNINGS FUEL THE AI TRADE WILL CLIMBS FOR A SIX-DAY, SET FOR ITS LONGEST WINNING STREAK SINCE APRIL AS TRADERS REMAIN UNCERTAIN ON PROSPECTS OF A DEAL ON THE STRAIT OF HORMUZ. PLUS, U.S. INFLATION IN FOCUS.TRADERS SAY 50-50 ON A SEPTEMBER FED HIKE. WE WILL PREVIEW THE CRUCIAL CPI PRINT. HERE IS THE PICTURE IN MARKETS THIS WEDNESDAY AS WE BUILD UP TO U.S. INFLATION DATA.OIL GAINING FOR A SIXTH STRAIGHT DAY ON SKEPTICISM A ...

Live from Sydney I'm Paul Allen. This is insight where we dive deeper into the stories that matter with crucial context and sharp analysis. Well, crude is edging higher as traders the Strait of Hormuz risks.Despite President Trump's claims of control and Pakistan's talk of a US Iran arrangement. U.S. inflation data is due later. That's set to give us a gauge on the war's impact.Tick leading Asian stock gains after strong eye sales outlooks from core. We even super micro despite the cost bounce. Taiwan seems ...

ABEER: GOOD MORNING, THIS IS "HORIZONS MIDDLE EAST & AFRICA." OUR TOP STORIES, HORMUZ SKEPTICISM, OIL ADVANCES FOR A SIXTH STRAIGHT SESSION. MARKETS REMAIN DOUBTFUL THAT AN AGREEMENT WILL RESTORE THROWS QUICKLY. AI RALLY ROLLS ON.TECH STOCKS LEADING IN ASIA AFTER STRONG AI SALES OUTLOOKS FROM COREWEAVE AND SUPERMICROAND UAE’S PRESIGHT HAS STRONG PERFORMANCE. WE’LL SPEAK WITH THE C. E.O. I’M ABEER ABU OMAR IN DUBAI. A QUICK LOOK AT EQUITY BENCHMARKS AND OTHER RISK ASSETS THIS MORNING.S&P FUTURES, .1 HIGHER. ...

Market Trends and Macroeconomics - MSCI China index earnings expectations have consistently increased since 2024, with 90% of index components scheduled to report earnings over the next few weeks[4][59] - Hong Kong IPO market remains active, with primary capital fundraising forecasted at 30 billion U.S. dollars for the rest of the year and an average one-month post-listing return of about 30%[112] - Taiwan equity markets have outperformed Korea, driven by comprehensive earnings outlooks, lower leverage, and strong demand in server bottlenecks and manufacturing plays[77][78][97] Industry Dynamics and Corporate Performance - Tencent is trading at about 12 times forward PE, nearing its lowest level of 11 times, while bottom-line growth is expected to slow to high single digits due to doubled AI investments[13][120][123] - Super Micro Computer reported stronger-than-anticipated sales growth, with revenue rising to 3.6 billion U.S. dollars (above expectations of 3.5 billion U.S. dollars) and an order backlog reaching 104 billion U.S. dollars[84] - China's automotive sector saw passenger vehicle exports surge by 20% compared to last year, with 41% of vehicles produced in China shipped abroad and BYD leading as the largest exporter[137][141] - South Korea plans to establish a strategic sovereign wealth fund with an estimated annual deployment ranging from 600 billion South Korean won on the lower end to over 1 trillion South Korean won on the higher end to invest in high-tech strategic industries[150][152][154]

Market Dynamics - South Korean chipmaker stocks extended gains following investment plans by Singapore's Temasek Holdings [1] Investment Opportunities - Singapore's Temasek Holdings plans to invest in South Korean chipmakers [1]