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Focusing on high-quality cash-generating companies always makes sense. There might be a need for some higher AI-related valuations to come down, but that doesn't mean AI spending is in a bubble that's ...
Tutorials might well be the bane of the video game industry's existence. Teaching a player how to do something is surprisingly difficult to do. Even if a developer crafts an educational and ...
A SEE-SAW year for the US economy in 2025 looks set to give way to a stronger 2026, thanks to tailwinds from President Donald Trump’s tax cuts, less uncertainty around tariffs, the ongoing artificial ...
Tax cuts and AI investments expected to boost US economy in 2026 Risks include weakening labour market and elevated inflation Fed policy a question, though new Fed chair expected to push for rate cuts ...
Semiconductors were among the sectors that stood to gain the most. VanEck Semiconductor ETF (NASDAQ: SMH), which tracks a modified market-cap-weighted index of leading chipmakers, has heavy exposure ...
Diane Swonk, KPMG Chief Economist, joins 'Closing Bell Overtime' to talk the state of the U.S. economy and its impact on markets. Got a confidential news tip? We want to hear from you. Sign up for ...
The protracted conflict in Ukraine has served as a significant growth catalyst for U.S. defense contractors. Renowned U.S. defense stocks like Lockheed Martin LMT, RTX Corp. RTX, General Dynamics GD ...
Memory shortage could delay AI projects, productivity gains SK Hynix predicts memory shortage to last through late 2027 Smartphone makers warn of price rises due to soaring memory costs Dec 3 (Reuters ...
Good Morning, Asia. Here's what's making news in the markets: Welcome to Asia Morning Briefing, a daily summary of top stories during U.S. hours and an overview of market moves and analysis. For a ...