sector-analysis News
Semiconductor Stocks Rally as China Eases Stance on Rare-Earth Exports
Beijing clarifies that new export controls on critical minerals for chipmaking do not amount to an outright ban, calming supply chain fears.
Oil Prices Surge on US-China Trade Optimism
WTI crude futures jump over 2.5% as the prospect of a leaders' meeting boosts global economic and energy demand forecasts.
Clean Energy Stocks Fall as US-China Trade War Escalates
A new 100% tariff on Chinese goods, including critical components for EVs and wind turbines, threatens to disrupt supply chains and increase costs for US manufacturers.
Legacy Automakers Gain Ground in EV Truck Race on Strong Q3 Sales
Ford's F-150 Lightning and GM's Silverado EV post significant sales growth, challenging early market leaders like Tesla and Rivian.
California Targets Private Equity with New Healthcare Oversight Laws
New legislation imposes a 90-day review period for PE and hedge fund acquisitions, signaling a broader crackdown on healthcare transactions.
AI Boom to Ignite 175% Surge in Data Center Power Demand by 2030
A Goldman Sachs report outlines a historic investment cycle for power grids, driven by the intense energy needs of artificial intelligence.
Quantum Computing Stocks Soar on JPMorgan's $10B Strategic Tech Push
Investment initiative boosts IONQ, Rigetti, and Arqit as Wall Street giant validates the emerging technology sector.
Semiconductor Stocks Surge on US-China Trade Optimism, OpenAI Chip Deal
Chipmakers like Nvidia and Broadcom rebound sharply as positive trade remarks and a major AI partnership boost investor sentiment.