Section
Markets
Memory chip rally puts SK Hynix, Micron in $1tn club
Memory chip rally sent SK Hynix and Micron above $1 trillion as AI demand made HBM supply look more like infrastructure scarcity than a commodity cycle.
Robinhood opens stock-trading rails to outside AI agents
Robinhood will let outside AI agents place equity orders now, with card purchases and crypto execution set to follow.
Korea's 100% stock rally is now testing the dotcom analogy
Korean stocks have doubled in 2026, but the Kospi's AI-fuelled surge now hinges on two chip names, labour tensions and a fragile memory cycle.
The ECB thinks markets are too calm for the risks ahead
ECB repricing warning points to stretched asset prices, rising bond risk and an Iran-war shock that markets may still be treating as manageable.
Taiwan overtakes India as fifth-largest stock market
Taiwan stock market value climbed to US$4.95 trillion on Monday, overtaking India as TSMC's AI-driven rally kept drawing global investor flows.
Treasury yields test Bessent as 10-year nears 4.7%
Treasury yields near 4.7 per cent are turning Scott Bessent's bond problem into a growth test for mortgages, credit and credibility.
Japanese retail traders hit 25% as AI rally feeds dark pools
Japan AI rally is pushing retail traders into dark pools as their share of stock turnover hits 25 per cent, complicating Tokyo price discovery.
Italian stocks hit 26-year record as energy, chips lead
Italian stocks hit a 26-year record as STMicroelectronics, Eni and Saipem extended a rally that has lifted Milan's FTSE MIB 11% in 2026.
China broker crackdown wipes $1.7bn from Futu founder
China's broker crackdown erased $1.7 billion from Futu founder Leaf Li and turned mainland offshore accounts into a sell-only runoff.
AI momentum stocks hit record run as global trade narrows
AI momentum stocks are on a record run, beating world benchmarks by 17 points as investors crowd into chip leaders and brace for an IPO wave.
SpaceX's retail IPO experiment puts brokers in the hot seat
SpaceX IPO retail access through Robinhood, Fidelity and Schwab widens the queue, but it also pushes allocation risk and volatility into broker apps.
Politics is back to breaking emerging-market rallies
Emerging markets political risk is hitting currencies, bonds and equities together, forcing investors to reprice carry trades.
SpaceX's IPO may redraw index-fund flows sooner than Wall Street expects
SpaceX IPO rules could push ETF and retirement money into the stock within days of listing, before price discovery and governance concerns settle.
Oil demand destruction is turning into a shipping trade
Oil demand destruction is capping crude upside, but longer rerouted voyages are still lifting tanker and dry bulk shipping earnings.
Stocks before midterm elections 2026 run into a yield test
Stocks before midterm elections often hit a weaker summer patch. In 2026, 5% long Treasury yields are raising the cost of ignoring that history.
Trump’s 3,711 trades point to indexing, not stock picking
Trump stock trades point to direct indexing: thousands of tickets, Russell 3000 overlap and fuzzy disclosures leave the real mechanism partly hidden.
China’s national team cuts ETF stakes and tests the bid
China national team ETF stakes are being cut as Beijing pares visible market support and tests whether private and foreign flows can hold up.
Space ETFs surge as SpaceX IPO spillover trade builds
Space ETFs are pulling in $1.3 billion as investors chase the SpaceX IPO through crowded funds, satellite stocks and easier retail access.
Memorial Day 2026 closes NYSE, Nasdaq; bonds end early Friday
NYSE and Nasdaq are closed on Monday, May 25, 2026, while the US bond market closes at 2:00 p.m. ET on Friday, May 22.
S&P 500 earnings growth broadens beyond AI as Q1 beats spread
S&P 500 earnings growth hit its fastest pace since 2021 as the other 493 companies posted 17.4 per cent growth, widening the rally beyond AI.
10-year Treasury yield: why it matters more in 2026
The 10-year Treasury yield helps set mortgage rates, borrowing costs and stock valuations, making it one of 2026's most important market signals.
China AI stock rally scrutiny widens to companies, funds
China AI stock rally scrutiny is widening as exchanges press companies and funds to justify disclosures, valuations and their links to the theme.
Turkey markets slide after court ousts CHP leadership
Turkey markets slid after a court blow to the opposition halted stocks and sent bond yields higher as Ankara rushed to reassure investors.
Anthropic-Microsoft AI chip talks test Nvidia's grip on compute
Anthropic Microsoft AI chip talks show leading model labs are turning compute buying into leverage, pressuring Nvidia and giving Azure a fresh opening.
Junk Bond Spreads at 2007 Lows Spark Credit Market Alarm
Junk bonds lead 2026 fixed-income returns as credit spreads hit pre-crisis lows. Jamie Dimon wouldn't buy — and a growing number of strategists agree.
