Global Stocks
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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
Clorox (CLX) Q4 2026 Earnings Call Transcript
GOJO acquisition boosts health segment as organic sales decline amid inflation headwinds.…
Snap (SNAP) Q2 2026 Earnings Call Transcript
Revenue grew 19% as AI-powered ad tools drove conversions and subscriptions surged 85%.…
Viemed (VMD) Q2 2026 Earnings Call Transcript
Record ventilator patients and sleep therapy growth drive revenue expansion.…
Can Palantir Stock Keep Climbing After Its "Otherworldly" Earnings?
The company is growing at an unprecedented rate, and everyone expects it to continue.…
Director Yvonne Wassenaar Sold 721 Shares at $75 Before the Rubrik Stock Rally Kicked Off
The Aug. 3 sale missed out on the recent Rubrik rally.…
Despite More Tech Investments, Coca-Cola Stock Is a Top 5 Holding in Berkshire Hathaway's Portfolio
With a strong stock price run and hundreds of millions in dividend payouts, Coca-Cola will stay a top holding in the Berkshire portfolio for some time.…
Broadcom vs. Marvell: Which Stock Has More AI Upside?
A major shift in AI infrastructure is creating new winners, new risks, and a surprising battle over who controls the chips powering the world's largest platform…
Booking vs. Celsius: Which Consumer Stock Is a Better Buy in 2026?
Booking generates strong free cash flow, while Celsius is rapidly growing sales through a partnership with PepsiCo.…
A Recent Email Within Microsoft Seems to Confirm What Many Suspected: Tech Companies Are Overspending on AI
Microsoft is telling its employees to cut back on excessive AI use, known as "tokenmaxxing."…
Alphabet Invested $900 Million Into SpaceX Back in 2015 -- Here's What That Stake Is Worth Now
Alphabet's investment in SpaceX was a wise move.…
2 Unstoppable Artificial Intelligence (AI) Stocks That Will Join Amazon in the $3 Trillion Club by 2027
Taiwan Semiconductor and Broadcom are expecting strong growth.…
Is SpaceX the Most Controversial Multibagger in the Making? Here's My Honest Take
This stock splits investors right down the middle, but the math behind a multibagger case is more compelling than the controversy suggests.…
Grab (GRAB) Q2 2026 Earnings Call Transcript
Revenue hit $997 million with 22% growth; Adjusted EBITDA surged 54% year over year.…
This Is the Big Question With Micron Technology Stock
Micron's valuation has been falling in recent weeks as investors may be worried about the company's longer-term growth prospects.…
ON Semiconductor (ON) Q2 2026 Earnings Call Transcript
AI data center revenue surges as manufacturing utilization climbs to 83%.…
Warren Buffett Passed on This Stock. Greg Abel May Not Wait Any Longer.
Buffett has acknowledged that selling all shares was likely a mistake, as the stock rose significantly afterward.…
SpaceX shares can more than double, Morgan Stanley says. The bull thesis isn't based on space business
SpaceX has worked to become a bigger player in AI by acquiring startup Cursor, and that should add considerable value to its shares, Morgan Stanley says.…
Executive Sells Nearly $300,000 Worth of Avery Dennison Stock
Walker's sale represents a 19% reduction in direct holdings, leaving him with 8,189 combined shares worth $1.42 million as of the transaction date.…
Astera Labs vs. Arm: Which Technology Stock Is a Better Buy in 2026?
One operates at the bleeding edge of AI infrastructure; the other owns the architectural blueprint powering global computing.…
Berkshire's $360 Billion Cash Pile Fell $9 Billion Under CEO Greg Abel, Who Net-Purchased $12 Billion in Stock This Year.
What is Berkshire's new CEO waiting for to put more cash to work?…
A HubSpot Director Buys Company Stock After a 52% Share Price Decline. Here's a Closer Look at the Transaction.
The purchase increased the director’s direct equity holdings by 91%.…
If I Could Tell All Investors 1 Thing About the Stock Market Right Now, It's This
Don't worry about the "AI bubble" -- just keep investing for the long term.…
TransDigm Reported Earnings Last Week. Here's How This Quiet Aerospace Stock Turned $10,000 Into a Fortune.
Call it a monopoly or a private equity company in disguise, but there's no doubt TransDigm is a compounder.…
Insider Sheds Over 55,000 Shares of North American Uranium Stock
Non-discretionary sale tied to tax withholding on vesting RSUs; insider retains 1.2 million shares worth $11.9 million.…
Why Vertiv Holdings Plunged in July
Vertiv got caught up in the severe AI stock sell-off last month and also delivered second-quarter earnings.…
One big question remains for the bull market, says Bank of America
Stocks have been able to take almost all of the curve balls thrown their way without a hitch.…
Micron Stock Is Down 28%, and Here Is What Investors Need to Know
Volatility is par for the course with the memory company's stock.…
Is Redwire Stock a Buy After Its Bold Defense Pivot?
Redwire's fastest-growing business is not in space. Discover how drones changed its investment thesis and why cash flow and dilution could determine what happen…
Prediction: Greg Abel Will Buy a Stock That Warren Buffett Spent Decades Passing on for This Simple Reason
Could Microsoft finally become the Buffett-style stock Berkshire buys in the Abel era? Here's why the tech giant may fit the Berkshire playbook better than ever…
Better (BETR) Q2 2026 Earnings Call Transcript
Loan volume surged 38% to $1.67 billion as cost cuts accelerated.…