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Palantir's accelerating AIP adoption and clearer path to higher-margin revenue have convinced me to raise my target to $38. This is a tactical long for patient, risk-aware traders: entry at $25.00, stop at $21.00, target at $38.00 over a long-term (180 trading days) horizon.
ASML has been punished recently on headlines about a Chinese DUV vendor and an AI sector pullback. Fundamentals and capacity math still favor ASML's EUV franchise. This is a tactical long: enter on the dip, size for a mid-term (45 trading days) swing, protect with a tight stop and take profits into a known resistance band near $1,900.
Asian equity benchmarks cooled after recent rallies in AI-linked technology stocks, with South Korea and Japan posting notable declines following prior sharp gains. The swings followed sell-offs in U.S. equities including SpaceX and Advanced Micro Devices over worries about heavy AI investment. At the same time, a reported Iran-Oman proposal touchi…
ON Semiconductor's $7 billion Synaptics acquisition and management's synergy roadmap materially change the company's growth profile. With free cash flow of $1.5B, an EPS of $2.65 and a reasonable balance sheet, I am raising my price target to reflect a re-rated multiple for physical-AI exposure. This is an actionable idea: buy near $76.50, target $…
Qantas Airways shares climbed to their strongest level in over a month after the carrier reached an in-principle agreement with its long-haul pilots' union. The provisional deal, covering about 1,700 long-haul pilots who fly A380s, A330s and 787s, promises pay rises, better rostering and career progression. The outcome reduces immediate disruption …
Luxshare Precision's Hong Kong-listed H-shares jumped about 5.0% to HK$61.45 on Thursday after the Shanghai and Shenzhen exchanges added the stock to the Hong Kong Stock Connect eligible list. The move opens the shares to mainland Chinese investors and follows the end of the IPO price stabilization period on August 5, when the stabilization manager…
AIA Group shares fell sharply after reports that mainland Chinese tax authorities are moving to apply a 20% personal income tax to investment returns from Hong Kong-issued offshore insurance policies. Enforcement actions have reportedly been recorded in Beijing and Hangzhou, focusing on dividends and interest on prepaid premiums. The news hit AIA a…
Cathay Pacific Airways shares climbed to an intraday 52-week high after the carrier reported a substantial year-on-year rise in attributable profit and record group revenue for the first half of 2026. The update highlighted gains in both passenger and cargo operations and included an interim dividend, while analysts from several global banks mainta…
Investors are urging Samsung Electronics and SK Hynix to increase shareholder payouts after both companies reported record profits driven by AI-related memory chip demand but offered limited detail on capital return plans. The two firms are building cash reserves at an exceptional pace, prompting criticism that their current policy - returning roug…
BrainsWay (BWAY) is a niche leader in Deep Transcranial Magnetic Stimulation (Deep TMS) with recent regulatory wins and research grants that support adoption. With a ~$608M market cap and a compact workforce, the company can grow clinic penetration without heavy capex. This trade idea takes a mid-term bullish stance into Q2 results and potential co…
Sinopec has significantly increased purchases of Russia's Eastern Siberia-Pacific Ocean (ESPO) crude for July-September deliveries to make up for reduced Middle Eastern supplies caused by the Iran war. Multiple trade sources and ship tracking data show 30-40 cargoes purchased, equivalent to about 241,000-320,000 barrels per day, representing 5-6% o…
Gold futures have climbed back to $4,320.42, posting a modest intraday rise but a material weekly gain, and gold mining stocks have amplified that move with single-session advances of roughly 7% to 10%. Traders are watching a technical break above the $4,202 level and the 200-day moving average near $4,490 as potential confirmation of a broader rec…
Omron's stock climbed sharply after the company reported a far stronger first-quarter performance than analysts had anticipated. Operating profit surged year-over-year and results were driven by brisk orders and sales in the Industrial Automation unit, prompting management to lift full-year operating profit guidance well above prior estimates.
Shares of Nitto Boseki fell 16.9% to ¥2,955 on Thursday after the company posted quarterly results that left investors wanting more. Management raised its consolidated operating profit forecast to ¥30 billion, above earlier guidance and slightly ahead of consensus, but the report did not include any commitment to add production capacity for its spe…
DeepSeek, a Chinese artificial intelligence startup, notified developers it will increase API prices substantially in the near future as demand grows for its newly launched models. The firm urged customers to adjust usage plans while withholding specifics on when and by how much fees will rise. Current per-token tariffs and third-party cost compari…
South Korean and Japanese equities led losses across Asia after semiconductor stocks retreated following an AI-led rally. Overnight weakness in U.S. memory-chip names and mixed reactions to AI-related earnings prompted profit-taking. Hong Kong insurers dropped after reports that Chinese authorities are enforcing taxes on investment income from offs…
Shares of SK Hynix and Samsung Electronics tumbled Thursday, pulling South Korea’s KOSPI lower, as weak after-hours results from Western Digital and Sandisk renewed doubts about lofty memory and tech valuations tied to AI-driven demand. Broad losses hit Asian chipmakers, with notable falls at CXMT, Kioxia, TSMC and SMIC.
The AI-led rally concentrated unprecedented weight in a handful of Korean and Taiwanese technology companies, driving emerging market indexes higher this year before a dramatic reversal in late June. Heavy concentration in a small group of firms, rapid inflows and subsequent rule-driven sell-offs pushed South Korea and Taiwan into extreme volatilit…
GCL Global Holdings Ltd. announced plans to propose an adjournment of its Extraordinary General Meeting scheduled for August 7, 2026, to December 1, 2026. The company is reassessing its compliance with Nasdaq listing requirements and may decide the proposed share consolidation is unnecessary at this time. The adjournment will provide additional tim…
McEwen Inc. announced Q2 2026 financial results showcasing a net income increase to $9.6M from $3.0M in Q2 2025, driven by higher gold prices and operational efficiencies. The company updated production guidance upward at its Fox Complex in Canada and outlined progress on development projects poised to increase annual gold equivalent ounce (GEO) pr…
MiniMax Ltd. surged 19.2% to HK$302.6 on Thursday following formal inclusion in the Hong Kong Stock Connect program, enabling mainland Chinese investors to buy the stock via the Southbound trading link. Exchanges confirmed the change will take effect on August 6, 2026. Local media estimates put potential first-day allocation at a minimum of HK$1 bi…
Kao's stock climbed sharply after the company reported a 32.3% rise in attributable net income for the first half of 2026 and raised its full-year operating profit guidance by about 16% versus the prior year. The move was reinforced by the launch of the company's first shareholder benefit program and broader positive sentiment across Japan's person…
Red Violet, Inc. has priced an underwritten public offering of 1,666,667 shares of its common stock at $60.00 per share, aiming to raise gross proceeds of $100 million before expenses. The offering, expected to close on August 7, 2026, includes a 30-day option for underwriters to purchase an additional 250,000 shares. Proceeds will fund working cap…
Qantas and the Australian and International Pilots Association (AIPA) have reached a provisional wage agreement for long-haul pilots following a recent vote that authorised protected industrial action. The agreement, discussed at the Fair Work Commission, would affect about 1,700 pilots operating A380, A330 and Boeing 787 aircraft on mainly interna…
Palantir crushed Q2, sent the stock up 27% and left momentum high but valuation very rich. This trade idea lays out a disciplined long entry after the post-earnings rally, with exact entry, stop and target, plus the fundamental and technical reasoning that justifies a mid-term swing trade.
