This week, Asian markets are telling three different stories at once — and all three matter. In Taiwan and South Korea, the AI chip trade is roaring back to life: TSMC just posted its best sales month on record, and Samsung and SK Hynix are rebounding after a genuinely wild stretch of trading. In Australia, … Read more
The FTSE 100 is trading near record highs. That sentence alone might make you think this is a quiet week. It isn’t. UK markets head into August 10–14 sitting at the intersection of a genuinely strong run and a genuinely unsettled macro backdrop, with a hawkish new Federal Reserve chair pushing against a surprisingly weak … Read more
If you’re trying to figure out what could move your portfolio this week, here’s the short version: AI stocks and inflation data are about to collide. Six companies tied to the AI-infrastructure boom — the data centers, chips, servers, and networking gear that power artificial intelligence — report earnings between Tuesday and Thursday. Right in … Read more
On August 4, 2026, Advanced Micro Devices (NASDAQ: AMD) posted one of the strongest quarters in its history — record revenue, a massive earnings jump, and a data center business that more than doubled in size. Then its stock fell nearly 9%. If that sounds contradictory, you’re not alone in being confused. This AMD earnings … Read more
Palantir Technologies (NASDAQ: PLTR) just delivered the strongest quarter in its history. In its latest earnings report, released after market close on August 2, 2026, Palantir posted 93% year-over-year revenue growth, beat earnings estimates, and handed Wall Street its largest guidance raise ever. Shares jumped double digits within minutes of the release and kept climbing … Read more
If you’ve searched for an MSFT stock tearsheet, you’re probably not looking for one more press release rehash. You want the numbers that actually matter — market cap, valuation, dividend, growth, risk — pulled into one place, explained in plain English, so you can decide whether Microsoft deserves more of your research time (or more … Read more
Microsoft’s fiscal Q4 2026 earnings report, released on July 29, 2026, gave investors one of the clearest signals yet that the company’s massive artificial intelligence buildout is starting to pay off. Revenue climbed to $90.0 billion, up 18% year-over-year, while Azure and other cloud services revenue accelerated to 43% growth — comfortably ahead of Microsoft’s … Read more
Bitcoin is entering the first full week of August on the defensive. A surprisingly hawkish signal from the Federal Reserve, rising Treasury yields, and a wave of Bitcoin ETF outflows have combined to put the market’s largest cryptocurrency on shaky technical footing. Yet the picture isn’t one-sided: on-chain data shows large holders quietly buying while … Read more
This week’s currency and commodity markets revolve around one number: Friday’s U.S. jobs report. After a Federal Reserve meeting that ended in a rare split vote, and a Bank of Japan decision that came with a currency-market shock attached, traders are heading into August with more uncertainty than usual about where the dollar, gold, and … Read more
If you’ve glanced at Asian markets this week and felt a little whiplash, you’re not imagining things. Hong Kong stocks just had their best week in nearly a year on hopes that China is about to open the stimulus taps again. At the same time, semiconductor stocks — the engine behind the last two years … Read more