The Week Ahead – US Core PCE, Euro Area Flash Inflation and Japan CPI
Global equities finished strong due to Nvidia earnings, Nikkei hit all time highs supported by strong PMIs, US yields remained flat while European...
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AI-Driven Semiconductor Rally Leaves Small-Cap Chipmakers Behind
Chipmakers and chip-making tool providers are set to continue benefitting from the surge in demand that has rallied the equity prices for the...
227 Views
TSMC (2330.TT; TSM.US): The Implications of Feb Sales, TSMC 2nd Japanese Fab and NVDA Stock Price.
February's few working days may lead to low revenue; Taiwanese government may want TSMC to build fabs in Wassenaar Arrangement countries; NVIDIA's...
640 Views
Strong US and Weak Japanese Data Shifts Interest Rate Expectations – Implications for Stock Markets?
US data stronger than expected, Japanese economy in recession as predicted, markets remain buoyant but uncertainty looms.
210 Views
Taiwan Tech Weekly: AI Plays Weak Ahead of Nvidia Results Today; Intel & UMC; ARM & Novatek
Key developments: Nvidia results today, Elan & ChipMOS tomorrow, and U.S. PC maker results next week. UMC a potential acquisition for Intel?...
360 Views