Qualcomm’s AI Leap: New chips, meta partnership & the road ahead
Disclaimer: The content of this post is sourced from external sites and is for informational purposes only. All rights and…
Category: Business News
Track key corporate news, quarterly earnings summaries, startup funding updates, executive movements, and major company announcements across leading industries.
SpaceX’s post IPO roller coaster: What’s driving the wild swings?
SpaceX’s historic IPO sparked massive investor enthusiasm before a sharp correction shifted focus toward valuation and execution. As volatility rises, investors are closely watching earnings, AI investment plans, index inclusion and the company’s ability to translate ambitious growth into sustainable long-term returns.
Buy the dip, stay invested: Matt Orton sees more upside for global markets
Global markets are gaining traction as geopolitical worries ease and AI companies report strong earnings. Matt Orton of Raymond James highlights that receding oil prices and sustained AI optimism are turning market dips into buying chances. He emphasizes that while the US dollar’s strength poses challenges for emerging markets like India, focusing on quality companies…
Korea’s AI crackdown may trigger healthy correction, India could benefit: Rahul Chadha
South Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correction rather than an end to the rally. Concerns linger over leveraged ETFs, with market watchers focusing on major tech firms’ AI capital expenditure. While India shows near-term strength due to easing geopolitical tensions and oil…
Micron’s AI Moment: Record earnings, strong guidance & what’s next
Micron reported a record quarter with strong revenue, profits and margins, driven by sustained demand for AI memory products. Strong guidance reinforced investor confidence, lifting semiconductor stocks globally. The company’s growing role in AI infrastructure and long-term agreements support expectations of stronger and less cyclical earnings growth.
Cerebras’ first earnings test: Revenue soars, profitability remains the challenge
Cerebras posted strong first earnings as a public company, with revenue nearly doubling to $193.4 million and losses narrowing, but shares fell after weaker gross margin guidance raised profitability concerns.
US Stock Market: Bessent applauds Fed communication reset, questions dot plot’s relevance
U.S. Treasury Secretary Scott Bessent has backed Federal Reserve Chair Kevin Warsh’s push to revamp the Fed’s communication strategy, including a review of its widely watched dot plot interest-rate forecasts and forward guidance. Bessent argued that markets have become overly reliant on these projections, which often fail to accurately predict future policy moves.
Global Market: How SK Hynix’s AI bet helped it eclipse Samsung in market value
SK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Backed by early investment and Nvidia demand, the company transformed from a struggling memory maker into a global semiconductor leader.
Womenswear retailer Reformation reports revenue rise in US IPO filing
Sustainable fashion brand Reformation has filed for a U.S. IPO, reporting a revenue increase to $507.1 million for the year ending December 27, 2025, though net profit saw a dip. The direct-to-consumer retailer, known for celebrity endorsements, aims to leverage the recovering IPO market. Private equity firm Permira, which holds a majority stake, will retain…
IMF chief economist says Fed reduction in rate guidance is ‘entirely appropriate’
The IMF’s chief economist, Pierre-Olivier Gourinchas, has endorsed Federal Reserve Chair Kevin Warsh’s move to reduce explicit forward guidance on monetary policy. Gourinchas stated that overly rigid guidance proved costly when inflation surged, as it tied the Fed’s hands. While acknowledging the need for some long-term market guidance, he believes explicit, strong commitments are no…