Barclays highlights growing divergence between optimistic equity options and cautious credit bond options, signaling mixed investor sentiment amid market fluctuations.

US markets rise led by AI sector gains; Cisco shares drop sharply post-earnings. Investors eye today’s US producer price index and oil price trends amid easing inflation and geopolitical risks.

Dow Jones futures showed limited volatility following earnings from Cisco and Coherent, while AI-related stocks like Nebius and Lumentum advanced amid easing inflation concerns.

US chip stocks climb on strong earnings and AI-related spending, pushing the PHLX Semiconductor Index close to bull market territory, though analysts question demand sustainability.

Norway’s sovereign wealth fund reveals its first investment in SpaceX, valued at over $1.2 billion, amid record half-year returns driven by strong Asian chip stocks.

The S&P 500 has recorded 13 Hindenburg Omen signals over three months, an uncommon cluster since 1970, highlighting internal market divergence despite index highs.

Harbor International Core Fund leverages quantitative models and broad diversification to outperform the MSCI EAFE index and peers, holding a portfolio of over 800 stocks.

HLB, SPG, and Peptron stocks on KOSDAQ have surged over 50% this month, contrasting with a sharp 22% July drop in KOSPI, pressured by regulatory ETF rules and AI chip stock selloffs.

Despite retirement, Warren Buffett’s investment principles remain influential, highlighting Apple, Coca-Cola, and Alphabet as enduring compound growth stocks with robust business models.

In 2026, a dozen Nasdaq 100 stocks have doubled, led by AI hardware providers like SanDisk, while the well-known tech giants delivered modest gains.

European markets show mixed closes as Germany's DAX and Spain's Ibex 35 reach new highs amid upbeat corporate earnings and cautious optimism over US-Iran talks.

Nasdaq completes deal to acquire US alternative trading system LeveL Markets, advancing its Always-On Markets strategy and institutional trading platform capabilities.

U.S. stocks ended mixed Wednesday: the Dow rose 0.49% to a record, while tech and energy weighed on the S&P 500 and Nasdaq. Gold jumped as the dollar and VIX fell.

Oil fell over 5% on hopes of a U.S.-Iran Hormuz deal, lifting the S&P 500 to a record as chip stocks surged and job openings eased to 7.36 million.

South Korea's FSC and FSS are drafting legal amendments to empower regulators to directly cut single-stock leveraged ETF tracking multipliers from 2x to 1.5x or 1x during severe market volatility, mirroring Hong Kong's flexible framework.

The FTSE 100 traded flat on Monday as plunging oil prices dragged down energy heavyweights following US-Iran diplomatic talks. AstraZeneca tumbled nearly 7% on merger uncertainties, while EasyJet extended its buyout deadline.

Oracle expanded its partnership with Google Cloud to integrate Gemini AI models into Fusion Applications and NetSuite, boosting ORCL stock over 7% to $126.26.

US stock futures rebounded pre-market, with Nasdaq and Dow futures rising over 100 points. However, a hawkish Fed pause pushed the 30-year Treasury yield to 5.234%, a 19-year peak. Bank of America warned that surging yields pose a major threat to th…

US stocks ended mixed as the Dow was supported by consumer and industrial shares, while tech heavyweights including Nvidia and AMD declined alongside a sharp drop in crude oil prices.

AI CapEx in Samsung and SK Hynix pushed KOSPI-Nasdaq correlation to a 3-year high (0.50), turning Korean equities into a semiconductor proxy and eroding diversification benefits.

Japanese equities closed lower on Tuesday with the Nikkei 225 sliding 3.83% to a nearly one-month low. Slumping chipmakers including Kioxia and SUMCO weighed heavily on market sentiment alongside falling crude oil prices.

Chinese DRAM giant ChangXin Memory Technologies surged 535.5% on its stock debut, with its market cap surpassing 3.6 trillion yuan in Asia's largest IPO of 2026.

Oil prices dropped as US-Iran conflicts paused, easing inflation concerns. Asian markets mostly closed higher, boosted by ChangXin Memory's strong debut, Contemporary Amperex Technology, and Naver, while investors await Fed decisions and tech earning

US markets enter a critical window as Microsoft, Meta, Apple, and Amazon report earnings amid intense scrutiny over AI capital expenditure returns. Meanwhile, the Federal Reserve's July rate decision faces rising hawk bets, and easing Middle East te.

Driven by the global AI boom, the correlation between KOSPI and Nasdaq 100 has surged to 0.46. Regulators plan to raise deposit requirements on leveraged ETFs to curb speculative risks.

Hong Kong stocks advanced as the Hang Seng Tech Index rose 1.69% at midday, led by gains in Xiaomi (+7%) and Meituan (+4%). Gold breaking $4,110 boosted mining stocks, while falling oil prices dragged down oil majors.

BofA Securities lingering concerns over AI datacenter spending and rising actual rates have triggered a seasonal rotation out of crowded AI names in Japan. Analysts view this as a healthy market broadening rather than a crash, recommending investors…

Global inflation fears reignited as crude prices surged following the indefinite closure of the Strait of Hormuz and subsequent US military strikes. South Korea's KOSPI dove 8.95% led by tech giants Samsung and SK Hynix, while Japan's Nikkei 225 ind…

Micron announced a $250 billion US investment by 2035 driven by AI memory chip demand, alongside strategic financing for GlobalWafers to secure upstream supply. The historic expansion accelerates US chip localization, boosting Micron's stock price an

Major Chinese stock indices closed lower on Wednesday with the Shanghai Composite down 0.49% due to profit-taking. However, the STAR 50 index rose 0.73% for its third consecutive gain, driven by inflows into AI computing power and cloud sectors amids