In a market often swayed by macroeconomic tales, small-cap companies like Harrow, Inc., Integral Ad Science, and Iris Energy emerge as intriguing prospects, driven by unique catalysts such as regulatory...
The upbeat finish for US equity indices belies significant internal frailties, with tech giants masking broader market weakness. As the S&P 500 and Nasdaq soar on the back of a...
Discover the hidden fragility behind today's equity rally, dominated by a handful of tech giants, creating an illusion of market health. Delve into the risks posed by low Equity Risk...
The recent surge to all-time highs across various stock sectors is not a single rally but a fragmented one, driven by diverse economic narratives. The AI-driven ascent of tech and...
Equity indices are scaling record heights, yet this ascent is precariously supported by a narrow band of mega-cap technology stocks, presenting concentration risks. A discernible lack of market breadth raises...
CoreWeave’s integration of NVIDIA’s Grace Blackwell GB200 NVL72 systems, expertly housed in Dell’s liquid-cooled racks, marks the dawn of the 'AI factory' era at scale. This collaboration introduces a new...
The cybersecurity landscape is transforming with a dynamic clash between integrated giants like Microsoft and Palo Alto Networks and niche specialists such as CrowdStrike and Zscaler. Generative AI is revolutionising...
Market sentiment is sizzling, with the Fear & Greed Index hitting an 'Extreme Greed' level of 77, hinting at potential turbulence ahead. Historically, such fervour has foreshadowed market pullbacks or...
The US equities market, buoyed by mega-cap technology stocks, presents a deceptive facade of strength, yet hides its vulnerabilities. With valuations elevated and unprecedented concentration, traditional metrics hint at subdued...
The US labour market delivered an unexpected headline surprise for June, adding 147,000 jobs with unemployment dipping to 4.1%. While this suggests resilience against rising interest rates, a deeper dive...
