Stock Markets Analysis & Opinion

As the first earnings cycle of 2025 is ramping up, so are the announcements of new share buyback authorizations. Among these announcements, three big-name U.S. stocks stick out so far, all of which...

NVIDIA (NASDAQ:NVDA) stock plunged more than 10% on news from China AI that rocked the AI world. The launch of DeepSeek raises questions about the cost of computing and NVIDIA’s position in the data...

Insider selling in tech stocks like AppLovin (NASDAQ:APP), Broadcom (NASDAQ:AVGO), and Netflix (NASDAQ:NFLX) spiked in Q4 2024 and could signal a top for the market. Sellers include the CEO, CFO,...

And just like that, the formerly high-flying US tech sector is on the defensive. If you blinked, you missed it. Anxiety about the competitive threat from Chinese artificial intelligence lab DeepSeek...

On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek, performed better than expected at a lower development cost. As we noted yesterday: “The 3% panic...

Trump 2.0 has exploded out of the gate, and we’re quickly lining up the best bond buys in response—including an 8.8% payer, we’ll dive into below. “Bond Vigilantes” May Return (But We’re Not Waiting...

Yesterday's market action turned ugly as tech declines stalled broader rallies but failed to derail them entirely. Surprisingly, the Dow Jones Industrial Average bucked the trend, defying...

The technical aspect of DeepSeek is not new. The reaction to it though, is new.  What this could mean is that unlike the internet explosion which included 100’s of companies, the AI explosion is much...

IBM (NYSE:IBM) is scheduled to report their Q4 ’24 quarterly earnings after the close of business on Wednesday, January 29th, 2025. Sell-side consensus is expecting $3.75 in earnings per share on...

Investors and consumers are captivated by the potential of battery technology as the electric vehicle (EV) revolution advances. Lithium has become a popular term, but rare earth elements (REEs), like...

Global markets have started a busy week with a lot of volatility as the little-known Chinese artificial intelligence model called ‘DeepSeek’ sparked a selloff in AI-related shares, with megacap...

Tech stocks are selling off sharply today, triggered by concerns that China’s just-released DeepSeek AI assistant may steal the thunder from U.S.-based platforms like OpenAI’s ChatGPT. Before this...

As crude oil enters 2025 in an elevated range due to increasing global energy demands and many new investments in offshore production, energy stocks could be due to rise. Energy firms had a...

Indices in the US and Europe declined due to the heavy selling of stocks triggered by investors exiting AI-related companies in the US. The reason for the relatively sudden sell-off was the rumoured...