Stocks news

2 Cybersecurity ETFs, 2 Different Bets: HACK vs CIBR A good chunk of your money is sitting in Broadcom and defense primes. The industry simply doesn't sort into a neat box. A good chunk of your money is sitting in Broadcom and defense primes.

Palantir Just Grew 93% - Here Are 3 Other AI Names the Market Believes Palantir reported 93 percent revenue growth this week. Advantest sells the equipment that tests chips before they ship. Advantest also jumped over 10 percent.

Your AI ETF May Be a Bigger Nvidia Bet Than You Think Investors have poured record sums into "AI" and semiconductor ETFs over the past two years. But a look at what these funds actually hold reveals an uncomfortable truth: many are far less diversified than their labels suggest. Many are functionally a leveraged bet on a single stock.

AstraZeneca Once Rejected a $118bn Bid: Now It’s Chasing $400bn Talks between merged company and fda have been corroborated independently. Fda, ecm and fda have said they are in talks over a deal worth $400 billion. Fda has not confirmed a deal is close, and talks could still stall or fall apart entirely.

Apple Just Crossed $5 Trillion: It’s Also Killing Its Own iPhone Plan Apple is discontinuing its existing iPhone upgrade programme in the US in favour of a new leasing structure. It also confirmed plans for Siri-based smart home hardware due between October and early next year. The valuation milestone itself deserves a note of caution rather than celebration on its own terms.

Marvell’s 50% Upside Case Hinges on Sustained AI Spending Marvell is a semiconductor company that designs the chips and connectivity technology used across data centers, networking, storage, and communications infrastructure. It's increasingly important to AI, making it increasingly important to the company.

Nasdaq 100: The Bounce Has to Prove Itself at 28,763 My sell band starts at 28,700 <unk> 29,044 R1 — pivot math, not reachable resistance. Only lives above the line <unk>29,365 — the last real supply shelf. Under it every rally is trapped inventory hunting an exit.

India’s Stocks Are at a 14-Week High, but Its Own Data Disagrees India's manufacturing survey shows factory output expanding at slowest pace in five years. Major bond index provider confirms it is delaying India's inclusion in benchmark global aggregate index.

DAX Just Hit a Record - Who’s Actually Buying? Falling oil prices lifted broad market sentiment in germany. Falling oil prices are doing real work in that story too. Falling oil is doing real work in that story too.

Spread, Slippage and Swap: The 3 Costs That Quietly Erode Trading Returns The spread, slippage and the swap are three of the most common costs in leveraged and spot trading. The spread is the difference between the bid price (where you can sell) and the ask price (where you can buy) the spread is the difference between the bid price (where you can sell) and the ask price (where you can buy).

Microsoft: Azure Growth Finally Turns AI Spending Into a Bullish Story Microsoft's fourth-quarter FY2026 earnings beat expectations. They changed the market's interpretation of the company's artificial intelligence spending cycle. The company's market capitalization is now about $3.36 trillion.

Blackstone Is Buying Duration and Selling Buildings Blackstone is monetising mature real-estate equity where institutional buyers have returned. It is then directing third-party capital toward long-duration, asset-backed credit. Firm is not abandoning warehouses or placing $25 billion of corporate capital into Australian mortgages.