The Nikkei 225 Index has sold off recently as investors book profits following its strong rally to the all-time high of 72,781 in June. It was trading at 69,190 on Thursday, up by 37% this year. This article looks at the key catalysts that will drive the index this month.Nikkei…
SoftBank Group stock rose on Thursday after a report said the Japanese investor had revived talks for a$10 billion loan backed by its OpenAI stake.The development gave markets another reason to bet on Masayoshi Son’s artificial intelligence push.The stock climbed 2.3% to ¥6,137, outperforming a 0.5% rise in the Nikkei…
Wall Street is heading into July with a more bullish tone after a volatile June, as strategists point to seasonality, stronger earnings and renewed AI appetite as potential tailwinds for US equities.Wells Fargo, in a strategy note led by Ohsung Kwon, called for a “strong summer rally ahead,” citing improving…
Apple stock (NASDAQ: AAPL) remained in focus on Thursday after reports of an expanded iPhone launch cycle, setting up a familiar split screen for investors: a powerful company, but a stock that no longer looks cheap.The catalyst was a Nikkei Asia report that Apple is preparing at least five new…
Circle Internet Group shares fell sharply on Tuesday after a consortium of more than 140 financial, technology, and cryptocurrency companies unveiled plans to launch a new US dollar-backed stablecoin, raising concerns about increased competition in the fast-growing stablecoin market.Circle CRCL stock dropped more than 16% in trading, while Coinbase Global…
Strategy Inc. MSTR shares (previously known as Microstrategy) fell more than 8% on Tuesday as a decline in Bitcoin prices weighed on cryptocurrency-linked stocks and prompted TD Cowen to lower its price target for the company, while maintaining a positive long-term outlook.The stock came under pressure alongside the broader crypto…
Shares of Ambarella Inc. (AMBA) surged about 28% on Tuesday. The rally came after Rosenblatt Securities identified the edge artificial intelligence chipmaker as one of its top technology stock picks for the second half of 2026, citing its strong positioning in the fast-growing physical AI market.The brokerage included Ambarella among…
US stocks closed higher on Tuesday as gains in semiconductor shares helped Wall Street wrap up a strong first half of 2026 and one of its best quarterly performances in years, despite lingering geopolitical and interest rate concerns.The Dow Jones Industrial Average rose 116.17 points, or 0.22%, to close at…
Samsung Electronics, SK Hynix and Micron are facing a new US class-action lawsuit that puts the memory-chip boom under legal scrutiny.The case lands at an awkward moment for the industry as AI demand has pushed memory prices sharply higher, data-centre buyers are racing to secure supply, and consumer electronics companies…
Goldman Sachs has refreshed its European Conviction List in its July 2026 “Directors’ Cut”, adding two new names and removing three as the bank reshuffles some of its highest-conviction buy calls in the region.The standout is TGS ASA, the Norwegian seismic-data company. Goldman’s price target of 180 NOK implies roughly…