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Home > Latest

Lates News

date
09/04/2026
Intel stock rose by 9.1%, reaching its highest level since 2021.
Latest
5 m ago
Brook Dane, of Goldman Sachs Asset Management, said that as spending on artificial intelligence accelerates, investors still need to allocate to semiconductor companies and other AI "shovel-ready" assets, even as geopolitical tensions escalate with the Iran conflict.
6 m ago
Brook Dane from Goldman Sachs Asset Management stated that even as geopolitical tensions escalate with the Iran war and artificial intelligence spending accelerates, investors still need to allocate to semiconductor companies and other AI-related assets. Dane said, "The world is more uncertain now than it was four months ago. Therefore, the risk premium may structurally rise. But this does not change the direction and scale of the trends we see." He noted that the demand for AI infrastructure remains strong and computing power is still the most scarce resource in the market, supporting the multi-year capital expenditure cycle led by large tech companies. He said, "From a bottom-up fundamental analysis, our benchmark forecasts still point to accelerating capital expenditure growth and resilience over a longer period of time. We are currently not in the late stage of the cycle, but in the early to middle stage. There are still plenty of opportunities in the AI basic 'shovel-ready' chip ecosystem to realize wealth and compound growth."
8 m ago
The blockade of the Hormuz Strait has led to supply chain disruption, prompting modern cars to adjust their shipping routes.
13 m ago
The yield on the 10-year US Treasury bond continued to fall after the auction ended, dropping by 6.2 basis points to 4.281%.
15 m ago
According to the American technology media The Verge, Julia Liuson, head of Microsoft's development department (Msft.O), has resigned.
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