The lazy read on Microsoft (MSFT) in mid-2026 is that it has become a broken AI-capex story: the shares closed at $373.02 on June 30, 2026, well off their old highs, as investors recoiled from
BitGo has expanded its institutional custody platform to support YLDS, the SEC-registered yield-bearing digital security issued by Figure Certificate Company, giving institutional investors access to regulated custody for one of the first blockchain-native fixed-income products
The textbook rule says gold (XAU/USD) rises when real yields fall — and over the past two years that rule has been wrong. Gold ran to a record near $5,595/oz in January 2026 even as
The reflex take on Broadcom (AVGO) is that it is just another way to ride Nvidia's AI boom. It is closer to the opposite. Broadcom's growth engine is custom AI silicon — the application-specific chips
The lazy take on Taiwan Semiconductor Manufacturing Company (TSMC) is that it is just another expensive artificial-intelligence (AI) trade. It is not. TSMC is the one AI monopoly that trades at a discount to the
Forget the reflex that says memory chips are dumb commodities doomed to boom and bust. The single most important number in Micron Technology's (NASDAQ: MU) fiscal third quarter is not the record $41.5 billion in
By Douglas Gillison, Tom Bergin, Chris Prentice and Isla Binnie WASHINGTON – President Donald Trump’s administration is expected to usher in a boom time for crypto but a Reuters review shows very few members of
Investing.com – The US dollar has been on a tear since its late-September 2024 lows, and UBS thinks this near-term strength is likely to persist in the first half of the new year, with room
By Kanishka Singh and David Brunnstrom WASHINGTON (Reuters) – New U.S. Secretary of State Marco Rubio held a call on Friday with Vietnam’s Deputy Prime Minister and Foreign Minister Bui Thanh Son in which he
Investing.com — Donald Trump’s inauguration week began with a relief rally in G10 currencies against the US dollar (USD), driven by a Wall Street Journal report hinting at a potential delay in tariffs. UBS strategists,
