David H. Shepardson

While U.S. and European equities spent much of the week under pressure, South Korea’s stock market took a sharply different direction on Wednesday. The Kospi index surged more than 5% to close

While the broader market spent Wednesday nursing losses, Micron Technology delivered earnings after the bell that were extraordinary even by the outsized standards of the current AI cycle. The memory chipmaker’s fiscal

The Federal Reserve wrapped up its March meeting on Wednesday with a vote of 11 to 1 to keep the benchmark federal funds rate in a range between 3.5% and 3.75%, marking

The prevailing sentiment toward enterprise software stocks in 2026 has been broadly negative, built on the fear that large language models will replicate the functionality of expensive, deeply embedded business platforms at

Three weeks since the US-Israeli military strikes on Iran began on February 28, oil markets remain in a state of genuine structural disruption rather than the temporary price spike many analysts had

Qualcomm used Tuesday to announce two simultaneous pieces of financial news that, taken together, make a very specific argument to investors: the company generates enough cash to fund a massive capital return

Jensen Huang had told an audience roughly twelve months ago that Nvidia had $500 billion in high-confidence demand and purchase orders for its Blackwell and Rubin chips through 2026. On Monday at