Rising Bond Yields Threaten to Puncture Asia's AI-Driven Equity Rally
Rising yields are pressuring Asia's AI stock rally as investors reassess valuations across tech-heavy markets.
Rising yields are pressuring Asia's AI stock rally as investors reassess valuations across tech-heavy markets.
Emerging stocks climb to best week since June as Fed rate outlook turns dovish and AI leaders extend gains.
FTSE 100 futures rise as global stocks rally, with tech and AI shares leading gains while the pound and oil prices react…
Europe's AI stocks lift the Stoxx 600 as investors rotate into AI winners outside US mega-caps, proving the continent's tech leverage is…
Lenovo stock soared 19% after a quarterly revenue beat renewed investor optimism in AI infrastructure, lifting the Hong Kong-listed shares and reinforcing…
FTSE 100 live coverage shows UK stocks set to join in a global rally and the pound steadying, with investors tracking UK…
China's securities regulator tightens margin financing rules to contain speculative excesses in AI stocks, a move that may weigh on Chinese equity…
China's strategic push into AI equities underscores a broader effort to challenge US chip hegemony amid tightening export controls.
SanDisk and Western Digital shares slumped 10% on strong earnings, fueling speculation that capital is rotating from AI stocks into bitcoin, as…
Hedge fund Situational Awareness deploys $400 million into an undisclosed firm after nearly collapsing in the AI stock selloff, reigniting debate over…
UK stock futures rise and sterling weakens on diverging BoE policy outlook, while Iran’s Hormuz warning lifts crude oil and tech continues…
Goldman Sachs analysts highlight Microsoft's AI monetization as a blueprint for tech firms, with AI-driven revenue streams materializing across its cloud and…