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Tier-1 analyst takes on US tech, GCC sovereign holdings, and Asia-Pacific semi cycle. Contact sales to unlock.
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🌐 Coverage Markets — Detail
🇺🇸 United States
Mega-caps and AI leaders driving the index this cycle: NVIDIA · Apple · Microsoft · Tesla. Watch the AI compute capex theme + datacenter buildout.
🇸🇦 Saudi Arabia (Tadawul)
Vision 2030 plays — Saudi Aramco (oil supply discipline + dividend yield), Al Rajhi Bank (Sharia-compliant retail banking leader). Tadawul All Share Index (TASI) tracks the broader market.
🇦🇪 United Arab Emirates
Dubai Financial Market General Index · ADX General Index — petro-state diversification, tourism + real estate plays.
🇹🇼 Taiwan (TAIEX)
Semiconductor super-cycle: TSMC (leading-edge foundry, AI accelerator orders) · Hon Hai (Foxconn EMS, AI server assembly) · Quanta Computer (server ODM).
🇮🇳 India
NIFTY 50 · BSE Sensex — consumption + IT services + manufacturing PLI scheme localizing semi production.
🇯🇵 Japan / 🇰🇷 Korea
Nikkei 225 (corporate governance reform driving multiples) · KOSPI (semi + EV battery — Samsung / SK Hynix / LG Energy).
Latest in Global Stocks
30 stories
Integra Resources (ITRG) Q2 2026 Earnings Call Transcript
Florida Canyon mine hits record production rates while advancing DeLamar permitting.…

Mobia Medical (MOBI) Q2 2026 Earnings Call Transcript
Revenue doubled as Vivistim unit sales and active territories expanded.…

Seer (SEER) Q2 2026 Earnings Call Transcript
Revenue grew to $3.1 million despite academic funding headwinds.…

Aquestive (AQST) Q2 2026 Earnings Call Transcript
Revenue grew 38% year-over-year to $13.8 million as Anaphylm resubmission nears.…

FocalTherics (FOCL) Q2 2026 Earnings Call Transcript
HIFU revenue surged 39% as system sales jumped 44%, signaling strong adoption momentum.…

Warren Buffett's Successor, Greg Abel, Has 34.7% of Berkshire Hathaway's Portfolio Invested in These 2 Artificial Intelligence (AI) Stocks
Buffett's wisdom is timeless.…

Stock futures are little changed after S&P 500 posts third straight losing day: Live updates
The stock market reaction was relatively muted, even with long-term bond yields reaching multi-decade highs.…

What to Know About Nasdaq President Nelson Griggs Selling 3,226 Shares for $310,212
Griggs retains 201,775 shares in direct holdings, with additional exposure through restricted stock units and performance-based equity awards.…

SES AI (SES) Q2 2026 Earnings Call Transcript
Revenue hit $5.1M with 40% growth; Korea facility ramping to 1M cells annually.…

Stock Market Today, Aug. 18: CoreWeave Falls as Debt-Financing Concerns and Capital Spending Pressures Rise With Interest Rates
Higher Treasury yields and a $35 billion to $39 billion capex plan pressured the AI infrastructure provider as investors rotated to safer bets, today, Aug. 18, …

Wrap (WRAP) Q2 2026 Earnings Call Transcript
Revenue doubled to $2.1 million as gross margins expanded to 75%.…

Prediction: Microsoft Will Be Worth $5 Trillion by 2029. Here's the Math.
Getting there from today's value takes about 10% a year. The software giant just grew earnings three times that fast.…

Is Palantir the Next Trillion-Dollar Stock?
Palantir is already worth nearly $400 billion. Could it become a $1 trillion company next? Here's the simple math -- and a few things Palantir must prove before…

Stran (SWAG) Q2 2026 Earnings Call Transcript
First-half revenue hit $64.6 million, strongest six-month period in company history.…

Stabilis Solutions (SLNG) Q2 2026 Earnings Call Transcript
$100M data center contract signals strong 2027 growth despite 31% revenue decline.…
Meta is facing its ‘Big Tobacco’ moment — and investors can profit
Even a loss in the landmark youth-safety trial would do little to hurt Mark Zuckerberg’s empire.…

Before You Buy an AI Stock, Consider The Battle of The Cloud Titans
The chatbot race hides a much bigger contest. See which cloud titan has the efficiency, ecosystem, and financial strength to turn enormous AI spending into last…

Nvidia Reveals a $21 Billion Position in SpaceX. Here's How That Could Impact Its Earnings
The chipmaker recently released its 13F holdings report, revealing a large stake in the space stock.…

Why The Direxion Daily Semiconductor Bull 3X ETF Plunged Nearly 20% Today
It was a bad day for chip stocks.…

Intuitive Surgical Stock Is Having Its Worst Year Since 2008. What's Behind the Sell-Off?
Investors appear to be second-guessing the company's long-term growth prospects in light of its recent earnings numbers.…

Where Will the Vanguard S&P 500 ETF Be in 20 Years? History Has Good and Bad News for Investors.
The top S&P 500 ETF is still a reliable investment for patient investors.…

Elon Musk Admits There Is Likely to Be Short-Term Pain for SpaceX Investors
SpaceX's long-term vision will inevitably get in the way of the company's ability to hit short-term earnings expectations from Wall Street, according to its CEO…

AMD vs. Nvidia: 1 Metric Tells Me Which Is Clearly the Better Buy for 2026
AMD's stock is valued at a far higher premium than Nvidia's.…

Stocks making the biggest moves after hours: Toll Brothers, Keysight Technologies, La-Z-Boy & more
These are the stocks posting the largest moves in extended trading.…

CNBC Points Pro: Can you buy a car with a credit card?
Points expert Jason Stauffer shares what you need to know if you're thinking about buying a car with a credit card.…

Cheesecake Factory President Sells $3.5M Stock After 81% Rally -- Should Investors Beware?
David M. Gordon exercised options and liquidated 54% of his direct holdings following strong year-over-year appreciation. He retains 26,875 shares and 17,478 de…
Here’s a ‘ridiculously cheap’ way to protect yourself against a stock-market selloff
Wall Street’s ‘fear gauge’ is signaling the all-clear, despite myriad looming risks.…

Why Salesforce Stock Rallied Today
The customer relationship manager is getting a little love from Wall Street.…

Why Weave Communications Stock Soared Today
The AI software specialist received an attractive takeover bid.…

If AI is a bubble, could rising yields pop it?
Many stocks tied to the AI trade have soared on the promise of posting ultrahigh earnings years from now, but rising yields could throw water on that outlook.…