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A CIBC Capital Markets analysis finds that the current wave of AI-related capital spending is contributing roughly 0.4 percentage points to U.S. annual inflation in 2026. The study says inflationary effects have arisen from elevated spending on data centers, computing gear and electricity, and that broader growth powered by AI investment and equity…
U.S. Central Command said late on Saturday that American forces completed a third set of strikes this week against Iranian military targets, hitting roughly 140 sites. The strikes, the military said, were conducted in response to an attack on a commercial container ship transiting the Strait of Hormuz. Over three nights this week, U.S. forces struc…
A government effort is underway to increase the allocation to unlisted shares, real estate and other alternative investments in the portfolio of the Government Pension Investment Fund (GPIF). The move, which follows comments by Finance Minister Satsuki Katayama favoring greater domestic asset exposure, has already moved currency and bond markets. A…
Wabash National (WNC) looks like a classic cyclical rebound setup: shares are near the upper end of a wide 52-week range after a severe industry slump, trading above the 50-day and 20-day averages with improving technicals and elevated short interest. Fundamentals still show pressure - negative EPS and negative free cash flow - but the market is be…
South Korea's stock market is trading at all-time low forward price-to-earnings multiples despite an 80% surge year-to-date, as earnings growth led by AI-related demand for memory chips has outpaced share price gains. The Kospi sits at roughly 6.4 times forward earnings after analysts raised consensus estimates for a 17th month in a row, but invest…
Lam Research's leadership in wafer fab equipment positions it to win through the AI-driven memory supercycle, but the stock's rapid run and stretched multiples leave little margin for disappointment. Technicals show weakening momentum and growing distribution; fundamentals remain strong but are largely priced in. We downgrade and propose a tactical…
Nasdaq has the ingredients investors want: growing free cash flow, a healthy ROE, and recurring revenue from exchanges and technology products. The stock is trading below its 52-week high despite clear operational tailwinds tied to recent large listings and record Closing Cross volumes. We recommend a tactical long with a mid-term horizon to captur…
HeartFlow is positioned as a premium AI diagnostics name. This trade targets a rebound tied to accelerating commercial adoption, broader payer traction and margin leverage as fixed costs are spread. Entry at $8.50, stop at $6.00, target $14.00; horizon ~180 trading days.
Crescent Energy (CRGY) is trading cheaply relative to the free cash flow it now generates post-Vital integration. With FCF of roughly $374M, a market cap near $3.13B, and an EV/EBITDA under 5, this is a trade that favors capital return and de-risked cash generation. Entry at $9.25, stop at $8.00, target $13.50 over a 180 trading-day horizon.
Arrow Electronics offers a cleaner risk/reward than Avnet right now. With a $10.5B market cap, a P/E near 14.5, improving revenue momentum and an EV/EBITDA of 9.8, Arrow blends value and growth exposure to EV, IoT and enterprise solutions. My trade: enter ARW at current levels, stop under $196, target $225 over the next 45 trading days.
Typhoon Bavi, the strongest storm to strike China so far this year, moved inland after making two landfalls in Zhejiang province, leaving streets strewn with fallen trees, localized landslides and waterlogging. Nearly 2 million people were evacuated ahead of the storm. As Bavi skirted north of Taiwan, the island saw widespread heavy rain and high w…
Morgan Stanley maintains an Overweight rating and a HK$45 price target on Xiaomi, arguing the company is well positioned to capture a growing share of China’s AI-driven home appliance market. The brokerage projects the domestic AI appliance market to expand to about $150 billion by 2030 and forecasts Xiaomi’s domestic AI home appliance revenue coul…
Ford Motor Co. and Canadian union Unifor have agreed in principle on a three-year national collective bargaining agreement that would cover more than 5,000 unionized employees in Canada. The pact, reached after talks that began last month, must still be ratified by union members. It comes as Unifor pursues new contracts with Ford, General Motors an…
British police have arrested a 28-year-old man in South Yorkshire on suspicion of murdering former government minister Ann Widdecombe. Authorities say the inquiry is in its early stages, that there is no current indication of a terrorist or political motive, and that a previously held 26-year-old is no longer part of the investigation.
Iran's Islamic Revolutionary Guard Corps (IRGC) announced the closure of the Strait of Hormuz after a vessel that had switched off its systems took an unauthorised course and was struck and halted. Tehran warned that any retaliatory action would be met with a 'severe response' and signalled the waterway would remain closed until further notice and …
Russia's equity benchmark finished unchanged at the close, marking a fresh three-year low for the MOEX Russia Index. Individual stocks diverged: some banks and oil names edged higher while large-cap miners and other financials posted losses. Market breadth favored decliners, and volatility, commodities and FX showed distinct intraday moves.
HII has christened the USS George M. Neal (DDG 131), the fourth Flight III Arleigh Burke-class destroyer built at its Ingalls Shipbuilding division. The new destroyer features advanced upgrades such as the AN/SPY-6(V)1 Air and Missile Defense Radar and Aegis Baseline 10 Combat System, enhancing U.S. Navy capabilities. This event underscores HII's c…
The U.S. Postal Service will raise the price of a first-class stamp to 82 cents from 78 cents, effective Sunday. The move follows an April announcement of a 4.8% rise in mailing costs and comes as agency leaders warn of mounting financial pressure, including roughly $120 billion in cumulative net losses since 2007 and the risk of running out of cas…
Ukraine's military reported that overnight drone strikes in the Sea of Azov damaged 21 Russian tankers used for crude oil and petroleum transport, plus several other vessels. Russia denied the scale of the damage, saying four vessels were attacked, while regional officials reported one fatality from the strikes. Moscow then launched a broad missile…
Lightwave Logic is trading well below its 52-week peak but well above last years lows on a wave of commercialization updates and partnership chatter. The Polariton collaboration and market linkage to larger optics players have turned LWLG into a high-volatility, event-driven trade. This plan targets a mid-term swing while acknowledging thin revenu…
After meetings with Nvidia's senior management, Morgan Stanley singled out the chipmaker's widening customer base beyond the major cloud providers as the primary development investors should monitor. The bank kept an Overweight rating and a $288 price target, saying management believes revenue acceleration can continue even as quarterly sales near …
Citi warns that an unrecognized bout of 'de facto fiscal austerity' - driven by stronger central revenue collection and curtailed local government spending - amplified China's economic deceleration in the second quarter. The bank says fiscal conditions tightened despite Beijing's pro-growth stance, contributing to weaker fixed-asset investment and …
Investor sentiment toward the Japanese yen has slumped to its weakest level in four years, driven by worries over Bank of Japan policy and fiscal measures, according to Bank of America Global Research's latest FX and Rates Sentiment Survey. Despite occasional intraday strength and persistent official warnings about intervention, leveraged funds hol…
The New York Times says several of its reporters were subpoenaed to appear before a federal grand jury to testify about their coverage of security concerns related to President Trump's new Air Force One, donated by Qatar. The subpoenas, issued by Jay Clayton, the U.S. Attorney in Manhattan, reportedly demanded appearances on Wednesday in connection…
SharonAI (SHAZ) is trading off recent highs but has firm, contracted revenue coming in Q3 2026 from a $1.25B five-year Australian deal and a 72MW NVIDIA factory expansion. Those contracts convert capacity into predictable cash flow as the company scales GPU infrastructure. This trade idea buys the pullback with a $75.43 entry, a $95 target and a $6…
