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Home > Latest

Lates News

date
22/10/2026
BE Semiconductor CEO: The strong order momentum in the first nine months of this year should continue through Q4 2026 as the multi-year AI capacity buildout progresses.
Latest
2 m ago
As borrowing costs rise and investors grow increasingly concerned about whether large-scale AI investments can be sustained, SoftBank Group's market value could halve from its peak in June this year. On Thursday, SoftBank's shares fell as much as 6.7% intraday, bringing their cumulative decline to 50% from the all-time high set on June 2. Earnings reports from major U.S. technology companies failed to ease investors' concerns. Bond prices of U.S. cloud computing provider CoreWeave Inc. fell to levels reflecting credit distress, exposing financing risks across the industry and further intensifying market worries about global AI spending. Kazuyuki Muramatsu, head of investment management at Nagomi Capital, said: "As investors increasingly scrutinize the financial health of AI-related companies, SoftBank's vulnerability has become more pronounced. This is because the group's financial structure is highly dependent on leverage, and borrowing costs are also rising." He said that if global market sentiment toward AI growth prospects turns pessimistic, SoftBank Vision Fund could face valuation losses, which would in turn require SoftBank to pay a higher premium when raising funds in the future.
3 m ago
Citi: Sands China (01928.HK) sees growth in gaming volume across all segments; maintains "Buy" rating and HK$17 target price
5 m ago
Hong Kong stock market movement | Gaming stocks fall across the board; Citi maintains forecast of a 5% decline in October gambling revenue; JPMorgan says earnings estimate cuts may exceed expectations.
6 m ago
AI infrastructure boom drives demand growth! Nokia (NOK.US) Q3 operating profit beats expectations, optical network business sales up 18% year-over-year.
8 m ago
UBS: Cathay Pacific (00293.HK) September demand healthy; positive outlook extends into Q4; reiterates "Buy"
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