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
Broadcom Is Down 20% From Its All-Time High. Here's Why It's a Screaming Bargain.
Broadcom stock looks like a screaming deal at these prices.…

AstraZeneca may buck a decade of pharma strategy to buy U.S. scale
Reports of preliminary talks between AstraZeneca and Bristol Myers Squibb moved shares and reignited debate over Big Pharma consolidation.…
Sandisk is falling after earnings. Here’s what Wall Street says.
Sandisk stock slumped 9% in premarket trade on Thursday after the maker of NAND flash chips issued guidance that disappointed investors. Here’s what analysts ar…

This Asset Class Crushed the Stock Market Last Month. Can It Continue in August?
Commodities and real estate peformed well in July.…

The Market Is Flashing a Valuation Warning -- but History Shows These Stocks Can Handle the Turbulence
Investors may want to brace for turbulence. But these stocks should hold up well.…

Nvidia, Micron, and Sandisk Are Up Over 1,000% Since the AI Boom Started. These 2 AI Stocks Could Be the Next Big Winners.
Networking stocks like Astera and Arista could be the next big winners as the AI boom continues.…

Thinking of Buying Tesla Stock on the Dip? Here's One Green Flag and One Red Flag.
Buying the dip may sound like a good move, but investors should consider these points.…

Judgment Day Has Arrived for SpaceX, With Up to $99 Billion in Selling Pressure Waiting in the Wings
SpaceX's early release-eligible insiders are free to sell up to 911.5 million shares starting today, Aug. 6.…

Donald Trump's 10% Global Tariff Expired on July 24. Its Section 301 Replacement Covers 60 Countries at Rates of 10% to 12.5%.
The latest tariff move wasn't about raising rates; it was about making them stick, and that could reshape which stocks win for years to come.…
SpaceX insiders get their first chance to cash out — but the stock’s slide will limit their opportunity
Up to 911.5 million SpaceX shares will become available for sale Thursday, but a separate tranche of up to 455.8 million shares will stay locked up due to the s…

I've Been Wrong About Amazon Stock for Almost 10 Years. Here's Why I'm Finally Changing My Mind.
After years of avoiding Amazon, I realized the business evolved in ways I hadn't fully appreciated.…

SK Hynix Supplies More Than Half the World's HBM Memory. Its Stock Costs Under 4 Times Next Year's Earnings.
Earnings are exploding, but the stock is priced as though the boom were nearly over. Is the market right?…

Nintendo's fiscal first-quarter profit and revenue beat estimates, despite Switch 2 sales slump
Nintendo reported fiscal first-quarter earnings Thursday.…

Is Nvidia a Millionaire-Maker Stock?
Nvidia's path to $1 million faces a critical growth limitation.…

Amazon, Alphabet, and Microsoft All Delivered Soaring Cloud Growth Thanks to AI. Here's the 1 I'd Buy Right Now
One of these things is not like the others.…

Where Will SpaceX Stock Be in 1 Year?
So far, it's not off to a great start.…

Google is expanding its AI empire — and losing the people who built it
Google’s cloud boom is testing the company's commitment to frontier AI as commercial returns take priority.…

Billionaire Bill Ackman Built a $2.1 Billion Stake in Microsoft After the Stock Slid. Is It Still a Buy?
The investment is starting to pay off.…

One Stop Systems (OSS) Q2 2026 Earnings Call Transcript
Revenue surged 62% as record bookings and multiyear defense contracts signal accelerating growth.…

Asian tech stocks drop with SK Hynix plunging 10% after Wall Street AI names fall
Despite heightened volatility analysts remain optimistic over the outlook of the tech sector, with J.P. Morgan saying the tech sell-off had not derailed the AI …

Northwest Natural (NWN) Q2 2026 Earnings Call Transcript
Texas growth exceeded 15% as MX3 storage project moves toward late-2027 notice to proceed.…

Geron (GERN) Q2 2026 Earnings Call Transcript
RYTELO demand grew 5% as prescribing accounts hit 1,575 since launch.…

Dorian LPG (LPG) Q1 2027 Earnings Call Transcript
Record freight rates drive record TCE revenue and $1 billion shareholder returns.…

Axon Just Delivered a Huge Beat-and-Raise. So Why Is the Stock Down?
Investors didn't seem to get a clear read on Axon's latest earnings report.…

Innoviz (INVZ) Q2 2026 Earnings Call Transcript
Record revenue and defense market entry signal a strategic shift for LiDAR maker Innoviz.…

Asia tech sell-off has not derailed AI investment cycle, J.P. Morgan says
The recent 25%-30% correction in Asian tech stocks and the Philadelphia Semiconductor Index marks the third major drawdown since the upcycle began in late-2022.…

Louisiana-Pacific (LPX) Q2 2026 Earnings Call Transcript
Siding revenue grew 4% despite volume declines, while OSB segment faced pricing pressure.…

Alphabet CEO Sundar Pichai Just Made a $200 Billion Infrastructure Move. Nvidia, Micron, and Broadcom Investors Should Rejoice.
Alphabet's spending plan boost is great news for several companies.…

ICL (ICL) Q2 2026 Earnings Call Transcript
Potash, bromine, and phosphate prices drove 17% sales growth despite raw material cost pressures.…

Delek US Holdings (DK) Q2 2026 Earnings Call Transcript
Record logistics EBITDA and refining turnarounds drive optimization gains.…