The world’s biggest oil companies delivered a turbulent set of first‑quarter earnings, underscoring how the war in Iran and the closure of the Strait of Hormuz have distorted both profits and physical flows. While Shell and BP beat expectations on the back of strong trading and higher prices, ExxonMobil and Chevron…
SaaSpocalypse – a fear-driven sell-off where investors worried artificial intelligence (AI) would cannibalize traditional software-as-a-service providers – is finally hitting a wall.While the iShares Expanded Tech-Software ETF (IGV) remains down for the year, a powerful 14% surge over the last month suggests a structural turnaround.According to JPMorgan technical strategist Jason…
At the start of 2026, most investors would have confidently picked Nvidia stock as most likely to lead the market.Jensen Huang still owns the AI stage, Nvidia (NASDAQ: NVDA) remains the default name in data-center spend, and the company has been expanding its CPU ambitions with Meta while touting a…
Some of Wall Street’s biggest upside calls are not sitting in the mega-cap names.They are hiding in small, volatile stocks with thin balance sheets, limited operating history and one big event ahead.That is what makes them interesting, as in each case, the investment thesis comes down to a binary trigger:…
Trump’s China trip is becoming a major business and diplomatic event.The White House is lining up a heavyweight group of CEOs for the visit to Beijing next week, with invitations going to leaders from Nvidia, Apple, Exxon, Boeing, Qualcomm, Blackstone, Citigroup and Visa, according to a report by Semafor.The timing…
The IAG share price retreated today, May 8, and then pared back some of those losses after the company published its results, which provided more color on how the ongoing war has affected its business. It retreated to 372p and then rebounded to 390p. IAG flags Iran war risksInternational Consolidated Airlines…
Wall Street traders are embracing a new market catchphrase as investors increasingly lose confidence that tensions in the Strait of Hormuz will ease in the near future.The latest acronym making the rounds on trading desks is “NACHO” — short for “Not A Chance Hormuz Opens” — a term that reflects…
US equities advanced on Friday after a stronger-than-expected April jobs report reinforced confidence in the resilience of the labor market.The Dow Jones Industrial Average rose 208 points, or 0.4%, while the S&P 500 gained about 0.5% and the Nasdaq Composite advanced roughly 0.6%.Investors entered Friday’s session weighing a stronger-than-expected April…
Shares of Advanced Micro Devices (AMD) surged sharply on Friday, rebounding from losses in the previous session. At the time of writing, the stock was up around 7% to trade at $436.Investor sentiment improved following stronger-than-expected US jobs data and continued enthusiasm around the chipmaker’s artificial intelligence outlook.AMD shares extended…
Nvidia stock (NASDAQ: NVDA) climbed again on Friday, extending a rally that has already pushed the stock to a fresh all-time high.NVDA touched fresh record territory between roughly $216.8 and $217.7 intraday on Friday before easing back toward the $215.80 level. The latest rally has reignited a familiar debate that…