Dec 01, 2025

Micron Technology: How AI-Fueled Shortages Are Supercharging Earnings and Lifting the Stock

AI-driven memory shortages are no longer just a concern. They are showing up in prices, which could potentially be beneficial for the manufacturers like Micron. The stock of t...

Nov 24, 2025

Saudi Arabia's $1 Trillion AI Bet: What It Means for Your Portfolio

Crown Prince Mohammed bin Salman's first official U.S. visit since the Khashoggi controversy marks a pivotal moment for both nations' economic relationship and a significant statem...

Nov 18, 2025

Gold as a Barometer of Shifting Rate Cut Expectations

The longest government shutdown in U.S. history is over, but its most important legacy for markets may be what it did to expectations for Federal Reserve policy. After 43 days of f...

Nov 06, 2025

Qualcomm: From a Mobile Giant to the World of Artificial Intelligence

When Qualcomm helped shape the mobile revolution more than two decades ago with its smartphone chips, few could have imagined that one day it would aim much higher, specifically to...

Nov 03, 2025

Nvidia: The First Company Ever to Reach a $5 Trillion Valuation

Nvidia became the first public company to reach a $5 trillion market value on October 29, 2025. The move capped an extraordinary two-year run fueled by AI infrastructure demand and...

Oct 27, 2025

How Japan's New Government and Economic Dynamics Are Shaping the Yen

Japan entered a new political chapter this October with the historic election of Sanae Takaichi as the country's first female prime minister. Her ascent to power has sent ripples t...

Oct 20, 2025

Apple’s Strategic China Bet Amid Escalating US–China Trade Tensions

Apple CEO Tim Cook’s October 15 pledge to boost investment in China, made during a meeting with Industry Minister Li Lecheng in Beijing, comes as US–China trade frictions intensify...

Oct 09, 2025

The Gold Price Sets a New Milestone Above $4,000/O.z.

Gold crossed the new milestone on October 7, as it surged past $4,000 per ounce for the first time, setting a fresh record that has captured the attention of both professional trad...

Oct 03, 2025

The U.S. Wants a Larger Share of Domestic Chip Production, Taiwan Refuses – Who Will Benefit?

When U.S. Secretary of Commerce Howard Lutnick presented his proposal, investors paid attention. The idea that Taiwan should produce only half of the chips needed by the U.S., whil...

Sep 26, 2025

Precious metals climb

Precious metals extended their rally this week as U.S. inflation data aligned with forecasts, reinforcing expectations of Federal Reserve interest rate cuts later this year. Gold r...

Sep 19, 2025

China and the U.S. Take Opposite Monetary Policies

The U.S. Federal Reserve has resumed cutting rates to counter a weakening job market this week. This monetary policy is in contrast with China, which is expected to leave its bench...

Sep 12, 2025

India’ Development Depend on External Factors

India’s retail inflation in August picked up, but is still staying well within the Reserve Bank of India’s 2%-6% tolerance band. Economists say tax cuts and weak food prices will h...