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Mizuho Analysts Shift Top Semiconductor Pick to ASML, Highlight Compelling Upside Potential

Sep 28, 2024 08:37 am UTC| Economy

Mizuho Securities has shifted its top semiconductor stock pick from Taiwan Semiconductor Manufacturing Company (TSMC) to ASML Holding N.V. (AS: ASML), citing a more attractive risk-reward profile as the stock lags behind...

Nvidia Shares Fall as China Pushes for Domestic AI Chips Over U.S. Tech

Sep 28, 2024 08:01 am UTC| Economy

Nvidia Corporation (NASDAQ) saw its shares fall on Friday after reports emerged that Chinese regulators are encouraging local companies to buy artificial intelligence (AI) chips made in China rather than those produced by...

Thrive Capital to Invest Over $1 Billion in OpenAI’s $6.5 Billion Funding Round

Sep 28, 2024 07:46 am UTC| Economy

Thrive Capital is set to invest more than $1 billion in OpenAIs ongoing $6.5 billion fundraising round, sources familiar with the matter said Friday. Thrive also has a unique opportunity that other investors in the round...

억만장자 헤지펀드 매니저 데이비드 텝퍼, 중국 관련 자산 '모두' 매수 계획

Sep 28, 2024 03:58 am UTC| Economy Insights & Views

억만장자 투자자 데이비드 텝퍼는 중국 경제 둔화를 막기 위해 베이징이 예상을 뛰어넘는 공격적인 부양책을 도입한 후 중국 관련 자산 전반을 더 많이 매수하고 있다고 밝혔다. 1993년 애팔루사 매니지먼트(Appaloosa Management)를...

중국 부양책 이후 투자자들 국제 주식으로 이동할 듯 - 뱅크오브아메리카

Sep 28, 2024 01:11 am UTC| Economy

뱅크오브아메리카(Bank of America, BofA)는 9월 25일로 끝난 한 주 동안 현금 펀드로 1290억 달러 이상이 유입되었다고 새로운 보고서에서 밝혔다. 이는 18개월 만에 가장 큰 규모의 유입이다. 한편, 주식 부문에는 254억 달러가...

유로존 소비자, 인플레이션 기대치 3년 만에 최저 수준으로 하향

Sep 28, 2024 01:11 am UTC| Economy

유로존 소비자들이 향후 12개월간 인플레이션 기대치를 3년 만에 최저 수준으로 낮추었다고 유럽중앙은행(ECB)의 설문조사가 금요일 (현지시간)에 밝혔다. 이는 ECB가 물가 상승을 억제하기 위한 싸움에서 거의 승리하고 있다는 추가적인...

태국 연기금, 116억 달러 규모 글로벌 투자 개편 추진

Sep 28, 2024 01:10 am UTC| Economy Business

태국의 부진한 성과를 보이는 770억 달러 규모의 사회보장기금이 전 세계 민간 자산에 116억 달러를 투자할 계획이라고 한 임원이 로이터에 밝혔다. 이는 고령화 인구로 인한 수요 증가 속에서 낮은 수익률을 해결하기 위한 전략적 개편의...

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Economy

Taiwan Stock Market Ends Higher as Semiconductor and Energy Shares Lead Gains

Taiwan stocks closed higher on Thursday, supported by broad-based gains across key sectors including semiconductors, oil, gas and electricity, as well as construction. The Taiwan Stock Exchange Weighted Index finished the...

BOJ Governor Signals Gradual Rate Hikes as Japan’s Inflation Nears 2% Target

Bank of Japan Governor Kazuo Ueda said Japans underlying inflation is steadily accelerating and moving closer to the central banks long-standing 2% target, reinforcing expectations that interest rate hikes will continue if...

UBS Warns of Short-Term Risks as Precious Metals Rally to Record Highs

Gold, silver, and platinum have surged to fresh record highs heading into the year-end holiday period, drawing strong attention across global commodity markets. However, UBS is urging investors to exercise caution, warning...

Japan Revises Economic Growth Forecast as Stimulus Fuels Consumption and Investment

Japans government has revised upward its economic growth forecast for the fiscal year ending next March and projected faster expansion in the following year, citing the positive impact of a large-scale stimulus package...

U.S. Stocks Rally to Record Highs as AI Rebound Fuels Holiday-Shortened Session

U.S. stocks closed higher on Wednesday, with the Dow Jones Industrial Average and the SP 500 finishing at record closing highs during a broad-based rally in a holiday-shortened trading session. All three major indexes...

Politics

U.S. Prioritizes Economic Pressure With Venezuelan Oil Quarantine as Sanctions Intensify

The United States has shifted its near-term military focus toward enforcing a so-called quarantine on Venezuelan oil exports, signaling a strategy that prioritizes economic pressure over direct military confrontation....

Hanwha Signals Readiness to Build Nuclear-Powered Submarines at Philly Shipyard for U.S. Navy

Hanwha Group has announced that its Philadelphia-based shipyard has the technical capability to build nuclear-powered submarines for the U.S. Navy, highlighting the South Korean conglomerates growing ambitions in the...

China’s One-Child Policy Legacy Resurfaces After Death of Former Population Chief

The death of Peng Peiyun, a former senior Chinese official who oversaw the countrys one-child policy for a decade, has reignited fierce debate on Chinese social media about the long-term impact of the controversial...

Christmas Eve Jazz Concert Canceled After Kennedy Center Renaming to Include Trump

A planned Christmas Eve jazz concert at the Kennedy Center in Washington, D.C., has been canceled following a controversial decision to rename the iconic performing arts institution to include the name of Republican U.S....

Palau Agrees to Accept Up to 75 U.S.-Transferred Migrants in Deal Tied to Increased American Aid

Palau has agreed to accept up to 75 migrants transferred from the United States after signing a memorandum of understanding (MOU) with Washington, a move that has drawn international attention amid ongoing debate over U.S....

Science

Jared Isaacman Confirmed as NASA Administrator, Becomes 15th Leader of U.S. Space Agency

The U.S. Senate has officially confirmed billionaire private astronaut Jared Isaacman as the new NASA administrator, making him the 15th leader in the agencys history. The confirmation, which took place on Wednesday, marks...

Senate Sets December 8 Vote on Trump’s NASA Nominee Jared Isaacman

The U.S. Senate Commerce Committee announced it will vote on December 8 on President Donald Trumps renewed nomination of private astronaut and tech entrepreneur Jared Isaacman to lead NASA. Isaacman, known for his...

NASA Cuts Boeing Starliner Missions as SpaceX Pulls Ahead

NASA has significantly scaled back Boeings Starliner program after years of technical issues and delays, announcing that the next Starliner mission to the International Space Station (ISS) will fly without astronauts. The...

Blue Origin’s New Glenn Achieves Breakthrough Success With First NASA Mission

Blue Origins massive New Glenn rocket marked a major milestone as it completed its first mission for paying customers, sending two NASA satellites toward Mars and successfully landing its reusable booster at sea. The...

Cogent Biosciences Soars 120% on Breakthrough Phase 3 Results for Bezuclastinib in GIST Treatment

Cogent Biosciences (NASDAQ: COGT) shares skyrocketed over 120% after the biotech company announced groundbreaking results from its Phase 3 PEAK trial evaluating bezuclastinib in combination with sunitinib for patients with...

Technology

Nvidia to Acquire Groq in $20 Billion Deal to Boost AI Chip Dominance

NVIDIA (NASDAQ: NVDA) has reportedly agreed to acquire Groq, a fast-growing designer of high-performance artificial intelligence accelerator chips, in a $20 billion all-cash transaction, according to a CNBC report. The...

Texas App Store Age Verification Law Blocked by Federal Judge in First Amendment Ruling

A federal judge in Texas has blocked the enforcement of a new state law that would have required app stores and developers to verify users ages, marking a significant legal win for major technology companies and digital...

FTC Praises Instacart for Ending AI Pricing Tests After $60M Settlement

The U.S. Federal Trade Commission has welcomed Instacarts decision to end its artificial intelligence-based price testing, a move that follows weeks of consumer backlash and regulatory scrutiny. FTC Chair Andrew Ferguson...

John Carreyrou Sues Major AI Firms Over Alleged Copyrighted Book Use in AI Training

Investigative journalist John Carreyrou, widely known for exposing fraud at Silicon Valley blood-testing startup Theranos and for authoring the bestselling book Bad Blood, has filed a new copyright infringement lawsuit...

Italy Fines Apple €98.6 Million Over App Store Dominance

Italys competition authority has imposed a 98.6 million ($115.53 million) fine on U.S. technology giant Apple and two of its subsidiaries, citing alleged abuse of a dominant market position related to the distribution of...
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