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Nauman Khan
Semiconductors
Insider Alert: Nvidia Director Offloads $64 Million Worth of Shares
Nvidia Insiders Are Selling Stock -- Director Dumps $64 Million in Shares
Stocks:
NVDA
1 day ago
Khac Phu Nguyen
Asset Management
Japan's Banking Giant Just Pulled Off a $3.2 Billion Risk Trade -- and Wall Street Took Notice
SMBC's first Asia-Pacific synthetic risk transfer highlights a fast-growing corner of global bank balance-sheet strategy
Stocks:
BX
1 day ago
Khac Phu Nguyen
Metals & Mining
China's $1 Billion Gold Grab: CMOC's Bold Bet on Brazil Could Reshape the Precious Metals Game
The world's top cobalt miner just doubled down on gold -- and copper bulls are watching every move.
Stocks:
EQX
1 day ago
Khac Phu Nguyen
Oil Prices Pop--but the Real Story Is What's Holding Them Down
China's demand is rising, missiles are flying, yet crude still can't escape the shadow of a global glut.
1 day ago
Khac Phu Nguyen
Gold Nears All-Time High as AI Frenzy Cracks and Trump Eyes Fed Takeover
Investors flee risky tech bets, pile into metals, and brace for Trump's shock picks to replace Powell.
1 day ago
Faizan Farooque
Interactive Media
Alphabet signs solar power agreement in Malaysia
Deal supports clean energy sourcing for data centers in Southeast Asia.
Stocks:
GOOGL
1 day ago
Faizan Farooque
Semiconductors
Nvidia Weighs Boosting H200 Output as China Demand Surges
Export approval sparks renewed interest from Chinese tech giants
Stocks:
NVDA
1 day ago
Khac Phu Nguyen
Yuan Tsunami: $123 Billion Debt Surge Signals Global Shift Away from the Dollar
Offshore yuan bonds are exploding as China lures global capital with low yields, a stronger currency, and fresh policy firepower.
1 day ago
Khac Phu Nguyen
Vehicles & Parts
China's 38% EV Price War Lands in Thailand--And It's Shaking Up the Market
Aggressive discounts, resale risk, and subsidy pressure collide in Southeast Asia's fast-moving EV showdown.
Stocks:
BYDDF
1 day ago
Khac Phu Nguyen
Beverages - Alcoholic
Japan's Beer Giant Hit Where It Hurts: A Cyberattack That Changed Everything
Asahi's ransomware shock is forcing a security rethink as sales slide and disclosures stall
Stocks:
ASBRY
1 day ago
Khac Phu Nguyen
Capital Markets
Why Australia's Stock Exchange Just Hit an 8-Year Low
A $99 million regulatory bombshell, tech failures, and a dividend slash--investors are watching ASX unravel in real time.
Stocks:
ASXFY
1 day ago
Khac Phu Nguyen
Banks
Why $52 Billion Says India Could Be the Surprise Winner of the AI Slowdown
As AI bets wobble, global giants are pumping billions into India--and fund managers are following the money.
Stocks:
HSBC
JEF
AMZN
MSFT
NVDA
1 day ago
Khac Phu Nguyen
Media - Diversified
Disney Strikes Back: Zootopia 2 Smashes $1.14B as China Box Office Roars to Life
The animated sequel dominates globally while Hollywood bets on a high-stakes holiday rebound.
Stocks:
DIS
1 day ago
Khac Phu Nguyen
Biotechnology
200% Surge? These 6 Stocks Just Crashed the Nasdaq 100 Party
Seagate, Western Digital lead a stunning reshuffle as tech laggards like Lululemon and Trade Desk get the boot.
Stocks:
ALNY
FER
INSM
MPWR
STX
1 day ago
Khac Phu Nguyen
Semiconductors
Intel's $1.6 Billion AI Gamble That Could Reshape Its Comeback Story
Advanced talks to buy SambaNova may signal a pivotal shift in Intel's AI ambitions
Stocks:
INTC
1 day ago
Khac Phu Nguyen
Vehicles & Parts
SpaceX Hints at $800 Billion Valuation--and an IPO Could Be Next
Musk's space empire floats share sale at $421 and signals a potential public debut if markets align
Stocks:
TSLA
1 day ago
Khac Phu Nguyen
The Fed's Next Move Could Shock Markets--And It All Comes Down to One Jobs Report
Treasury bulls, brace yourselves: a data avalanche, Powell's looming exit, and Trump's new pick could upend everything.
1 day ago
Khac Phu Nguyen
Interactive Media
Alphabet's Secret $800 Billion Jackpot: SpaceX Windfall Could Supercharge Next Earnings
A silent stake in Elon Musk's empire might quietly hand Alphabet a multi-billion-dollar paper boost--again.
Stocks:
GOOG
1 day ago
★★★★★
Khac Phu Nguyen
Media - Diversified
WPP Crashes 60%--But a Shock AI Twist Could Flip the Ad Game
As AI threatens ad agencies, a new thesis emerges: complexity may be their comeback weapon, not their downfall.
Stocks:
WPP
PUBGY
OMC
1 day ago
Khac Phu Nguyen
Retail - Cyclical
Asia's Wealthy Rush Into $200 Billion Structured Bet
They're chasing double-digit yields--but one wrong move, and they're stuck buying Alibaba at sky-high prices.
Stocks:
BABA
TCEHY
NVDA
1 day ago
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