Kospi Index at a crossroads as Samsung, SK Hynix leverage bets reverse
The Kospi Index has come under intense pressure in the past few months as top constituents like Samsung Electronics and SK Hynix…
Salesforce (CRM) stock prediction: $350 bull case vs $150…
The most common mistake in a Salesforce (NYSE: CRM) price target right now is treating the Claudeforce announcement as an upgrade to…
Silver price prediction: $100 bull case vs $45 bear case
Most silver price targets are guesses dressed as models. Ours are not, and the reason is one dataset: over the last twelve…
IREN Stock Prediction: $92 Bull vs $16 Bear After Revenue…
The IREN revenue miss is the least interesting number the company published this week. Wall Street spent Friday marking the stock down…
Gold Price Prediction: $6,200 Bull vs $3,800 Bear After…
Gold did not fall on Friday because inflation is beaten. It fell because the man who decides the price of money said…
Apple Stock Prediction: $375 Bull vs $235 Bear Before Ternus
The interesting thing about Apple’s next fortnight is not the foldable. On 1 September John Ternus becomes chief executive, ending the longest…
Why is Autodesk stock falling 4% despite Q2 earnings beat
Autodesk ADSK stock fell about 4% on Friday after the software company issued third-quarter and full-year earnings guidance that fell short of…
Evening digest: Warsh signals inflation fight, gold and oil slide
Federal Reserve Chair Kevin Warsh warned at Jackson Hole that inflation has not meaningfully slowed and said policymakers would have “work to…
Workday stock jumps 5% after earnings beat, but analysts split on AI growth outlook
Workday shares WDAY rose about 5% on Friday after the enterprise software company delivered stronger-than-expected second-quarter results, although mixed guidance and uncertainty…
Dow holds weekly gain as Warsh inflation warning lifts rate hike bets
The US stock market ended lower on Friday as investors assessed Federal Reserve Chair Kevin Warsh’s warning that recent inflation data had…
Nvidia is using its balance sheet to fuel the AI boom. Is it a double-edged sword?
From a strategy being dubbed “balance sheet as a service” to Nvidia itself being described as the central bank of artificial intelligence,…
Global FX Market Summary: Warsh’s Jackson Hole Debut,…
Markets await Federal Reserve Chair Warsh’s Jackson Hole speech, US Nonfarm Payrolls benchmark revisions, and sticky inflation data. Federal Reserve Chair Kevin…