AI

17 July 2026
SK Hynix and the AI Memory Risk Shift

SK Hynix’s AI-driven growth remains strong, but competition, leverage and market positioning are changing how traders view the stock.

17 July 2026
Positioning Unwind Fuels AI and Chip Stock Rout as Profit Expectations Shift

Positioning unwind sparks AI and chip sell-off as crowded bets exit, while DeepSeek pressures margins globally.

16 July 2026
AMD rally nears wave III peak, leaving room for wave IV pullback before broader uptrend resumes

AMD’s wave III rally nears exhaustion; wave IV pullback toward $360–$436 likely, bullish above $270 intact.

9 July 2026
Goldman: Equity Rally Enters Earnings-Led Phase as AI Capex Broadens Beyond Big Tech

Goldman says rally now earnings-led, not multiple-driven; high rates demand profits, AI capex broadens beyond megacaps.

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.

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