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Khac Phu Nguyen
Foreign Investors Pull $11.7 Billion, India Equities Face Record Monthly Outflow
Global funds withdraw over $13 billion this year as rising energy costs and weak sentiment pressure Indian equities outlook.
2 hours ago
Renato Neves, CFA
Semiconductors
Mistral's Nvidia Bet Tests Europe's AI Ambitions
$830 million raise backs Nvidia-powered data centres amid sovereign AI demand
Stocks:
NVDA
ASML
LSE:HSBA
FRA:BNP
2 hours ago
Nauman Khan
Chemicals
Origin Materials Sinks on Weak Q4 Results and Cash Runway Warning
Origin Materials Stock Crashes After Breakeven Target Pushed Past 2028
Stocks:
ORGN
2 hours ago
Khac Phu Nguyen
Gold rebounds above $4,500 as dip-buyers step in amid war-driven volatility
Bullion posts first weekly gain since conflict began, even as oil rises and rate-cut expectations fade.
Stocks:
GLD
7 hours ago
Khac Phu Nguyen
Asset Management
Apollo Evaluates Second HQ as 370 Firms Shift $2.7 Trillion South
Asset manager considers Florida or Texas hub as post-pandemic migration redraws US finance landscape.
Stocks:
APO
3 hours ago
Khac Phu Nguyen
Aerospace & Defense
Rheinmetall Responds After CEO Comments on Ukraine Drones Draw Backlash
German defense contractor reaffirms respect for Ukraine after criticism over remarks comparing drone use to “playing with Legos.”
Stocks:
RNMBY
3 hours ago
Khac Phu Nguyen
NASA Artemis Mission Signals Lunar Economy Push Amid Rising China Competition
Planned crewed lunar orbit mission could support long-term exploration, resource use, and future Mars preparation
4 hours ago
Khac Phu Nguyen
Retail - Cyclical
CSOP Hang Seng Tech ETF Draws HK$13.6 Billion Despite 9% March Decline
Hong Kong's largest tech-focused ETF posts record monthly inflows even as the sector weakens, with offshore and local investors leading demand.
Stocks:
MPNGY
BABA
4 hours ago
Khac Phu Nguyen
Conglomerates
Hong Kong IPOs Raise $14 Billion as Regulatory and Market Pressures Build
Listings hit strongest quarter since 2021, but staffing limits, regulatory scrutiny, and geopolitical risks are starting to challenge deal execution.
Stocks:
CKHUF
BIDU
4 hours ago
Nauman Khan
Manufacturing - Apparel & Accessories
Nike Q3 Earnings Preview: What To Expect From Upcoming Report
Wall Street Braces for Nike's Worst Quarter in Years
Stocks:
NKE
7 hours ago
Nauman Khan
Software
Palantir Stock in Focus -- Stellantis Expands AI Partnership With 5-Year Deal
Palantir Wins New 5-Year Deal With Stellantis
Stocks:
PLTR
7 hours ago
Faizan Farooque
Drug Manufacturers
Lilly Deepens AI Drug Bet With New Insilico Pact
The deal could reach $2.75 billion as Lilly expands its push into AI-driven drug discovery
Stocks:
LLY
7 hours ago
Moz Farooque
Semiconductors
Mistral's $830 Million Move Reveals AI Reality
Startup races to secure chips and compute
Stocks:
ASML
NVDA
MSFT
7 hours ago
Nauman Khan
Software
Palantir vs. Salesforce: Which Stock Should Investors Buy Now?
Palantir's 70% Growth Crushes Salesforce, But Wall Street Still Calls It “Overvalued”
Stocks:
PLTR
6 hours ago
Moz Farooque
Vehicles & Parts
Toyota's China Problem Is Getting Harder To Ignore
EV competition begins to weigh on monthly sales
Stocks:
TM
7 hours ago
Faizan Farooque
Interactive Media
Meta Faces Fallout From Courtroom Losses
Internal research revelations raise concerns over safety, transparency and AI risks
Stocks:
META
6 hours ago
Faizan Farooque
Hardware
iPhone Demand Holds Strong in China Despite Market Slump
Apple gains ground as Android rivals struggle with pricing and inventory pressures
Stocks:
AAPL
7 hours ago
Moz Farooque
Interactive Media
Meta's Legal Trouble May Run Deeper
Internal findings now fuel growing safety concerns
Stocks:
META
7 hours ago
Moz Farooque
Software
Palantir's Stellantis Move Hints Bigger AI Push
Automaker expands platforms across core business functions
Stocks:
PLTR
STLA
7 hours ago
Nauman Khan
Aerospace & Defense
Rocket Lab Wins 20 Launch Missions -- Why Hypersonic Tests Matter for RKLB
A $190 Million Defense Contract Adds to Rocket Lab Backlog
Stocks:
RKLB
8 hours ago
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