AI

9 July 2026
Dollar Index Treads Water After Fed Minutes as Oil Climbs and Yen Intervention Risks Grow

DXY steadies near 101 as hawkish Fed minutes clash with soft data; FX, oil rise; gold slips.

9 July 2026
Nasdaq 100 eyes July CPI and mega-cap earnings as rate-hike risks and AI capex bite

Nasdaq 100 pulls back; hawkish Fed and AI-capex worries lift volatility as CPI and earnings drive direction.

8 July 2026
Penguin Solutions beats forecasts again as revenue jumps and shares surge 246% year to date

Penguin Solutions beat EPS and revenue estimates again, shares up 246% YTD; bullish strategies advised.

8 July 2026
Institutional Outflows Deepen South Korea Tech Rout as Taiwan Selling Stays More Measured

Institutions dump South Korean equities amid AI-chip selloff; retail buys, Taiwan steadier; inflows favor India, Denmark, Hungary.

7 July 2026
TD Securities sees flat US growth through 2026 as Iran oil risk keeps Fed on hold

TD Securities sees flat US growth, sticky inflation, Fed hold; Iran oil shock raises stagflation/recession risks.

7 July 2026
S&P 500 gains hinge on three memory stocks as Micron leads 2026 advance

Three memory-chip stocks drove about a quarter of 2026 S&P 500 gains, prompting bullish calls and hedges.

4 July 2026
China’s firmer PMI, yuan strength ease PBoC easing bets as yields edge higher

China PMIs improved, easing PBoC easing pressure; yuan strengthened as dollar weakened, yields rose, AI exports outperformed.

3 July 2026
Asian semiconductor shares slide as OECD warns South Korea over tech-cycle dependence and rising volatility

Semiconductor stocks slide across Asia as OECD warns Korea’s chip dependence, boosting volatility and prompting defensive positioning.

3 July 2026
Wall Street Rotates to Industrials as Weak Payrolls Lift Dow, Pressure Nasdaq

June payrolls miss sparks US stock divergence: Dow hits record, Nasdaq slips; rotation to industrials, Fed steady.

3 July 2026
Sintra Signals Central Banks Pivot from Forward Guidance to Data-led Framework Guidance

Sintra signals central banks shifting from forward guidance to data-driven framework guidance using real-time AI monitoring.

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