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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Multi-tab live coverage — US mega-caps, indices, Asia-Pacific, commodities. Toggle between tabs to switch markets.
🌐 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
The unwind of Situational Awareness isn't the only reason the AI trade is back
The hedge fund's forced selling was a clearing event, but earnings are sustaining the AI trade…
Why Fluor Stock Is Skyrocketing Today
Shares of this infrastructure stalwart set a new 52-week high-water mark today.…
Why JFrog Stock Jumped Today
The SaaS-pocalypse isn't panning out as expected.…
Constellation Signed 920 Megawatts of New Power Deals, Including a Walmart PPA. Here's What It Means for CEG Stock.
Constellation Energy just made some massive announcements, including big orders and progress on the Microsoft deal.…
Forget Taiwan Semiconductor: 2 AI Semiconductor Equipment Stocks to Buy and Hold Instead
These supporting stocks often get ignored in favor of higher-profile names.…
MercadoLibre Quarterly Revenue Just Topped $10 Billion for the First Time. Is the Post-Earnings Sell-Off a Gift for Long-Term Investors?
After 30 consecutive quarters of more than 30% top-line growth, investors need more from the bottom line.…
Berkshire earnings may prove stock is cheap. And that Abel and Buffett think so too
Berkshire may have repurchased roughly $8.5 billion of its own stock from April 15 through July 14, according to UBS.…
Stocks making the biggest moves midday: SpaceX, Coherent, Atlassian, Airbnb, Trade Desk & more
Here are some of the companies making headlines in midday trading.…
SpaceX’s stock is having one of its best days ever — with the first lockup expiration now behind it
Sometimes stocks come under pressure once insiders are able to unload shares, but in the case of SpaceX. that risk may have been already priced in.…
A huge day and week for Corning as the S&P 500 approaches another record high
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.…
Oklo's Groves Reactor Just Achieved First Criticality. Here's What It Means for OKLO Stock.
Oklo achieved a crucial milestone.…
This Power Stock Could Be a Big Winner From the Data Center Boom
Vistra is quietly powering the AI data center boom, and it still looks surprisingly cheap.…
Here's Why Tower Semiconductor Stock Is Rocketing Higher Today
This semiconductor stock has doubled in 2026 -- and the climb may not be ending anytime soon.…
Why The Trade Desk Stock Plunged to a New 7-Year Low Today
Investors are increasingly bearish on the adtech specialist.…
Meet the Low-Cost Vanguard ETF That Just Gained 11% Over 4 Days, Thanks to a Combined 33% Weighting in Nvidia, Microsoft, Micron, and Broadcom. Here's Why It's Still a Top Buy Now.
The tech sector is chock-full of companies with high-quality earnings growth.…
History Says This Is the Single Best Strategy for Investors if a Market Crash Is Imminent
This group of stocks tends to hold up well in downturns and keep up with the market during upswings.…
Doximity’s stock skyrockets 50% on medical AI excitement. Can the rally last?
While one analyst thinks Doximity has a compelling AI opportunity, another worries that the company could cannibalize its core business of medical networking.…
Why Progyny Stock Plunged, Then Gradually Recovered Today
Progyny stock initially plummeted this morning but has steadily marched back toward even.…
Applied Materials is about to report earnings. How to trade the AI picks-and-shovels play ahead of results
Even as the stock has more than doubled in 2026, the outlook is still strong for the wafer fab equipment giant.…
Satya Nadella Said Microsoft's Own AI Chips Are Driving Up to 40% Efficiency Gains. Here's Why That Matters for Investors
Are the best days still ahead for Microsoft's cloud business?…
Why Instacart Stock Popped Today
Instacart reported another quarter of accelerating top-line growth.…
Chesky says Airbnb will spend ‘a lot more’ on AI as earnings beat and stock surges 15%
Airbnb CEO Brian Chesky wasn’t sure AI would help the company, but a year later, he says it’s the reason growth is back.…
Can't Classify It? Maybe It's a Rule Breaker Stock
When you struggle to place a company, it's often because the company is inventing its own category, which is precisely the first of David's six traits of a Rule…
Billionaire Bill Ackman Has 15% of Pershing Square's Portfolio in a $2.4 Billion Microsoft Stake. Is It Still a Buy After the Rally?
Microsoft still looks attractive after its rally, but only if you believe, like Bill Ackman, that its AI investments and cloud leadership will deliver far great…
This Stock Just Did Something No Company Has Ever Done
One company just pulled off something that's never been done before, and it changes how I'm thinking about the stock going forward.…
Whatnot valued at $20 billion as live shopping continues to boom
Whatnot, the live commerce platform, has increased its valuation to $20 billion as the popularity of live shopping continues to grow.…
Is AMD a Buy After This Ugly Earnings Reaction? Here's My Honest Take
AMD just got hammered right after reporting, and the reasons for the drop deserve a closer look before you panic.…
Nu Holdings Stock Keeps Growing Fast. Does It Still Deserve a Growth Multiple?
The company is trading at a high P/E ratio for a bank. Does it deserve to?…
Rockstar Energy founder builds Celsius stake, wants to take over as CEO
Rockstar Energy founder Russ Savage told CNBC he now controls 12 million shares of Celsius Holdings, amounting to roughly 4.7% of the energy drink company.…
Why Lucid's "Operational Reset" Tanked the Stock This Week
This could be Lucid's last chance.…