sector-analysis News
Semiconductor Sector Rallies on Morgan Stanley Upgrades
Applied Materials and Lam Research jump after the investment bank cites a strengthening outlook for the memory chip market.
Nuclear Stocks Surge as AI Power Demand Creates $10 Trillion Opportunity
Bank of America report highlights nuclear energy's critical role in powering the artificial intelligence industry, fueling a rally in the sector.
Indian IT Stocks Eye Rebound on US H-1B Visa Fee Clarification
White House confirms the new $100,000 visa fee is a one-time charge, easing investor concerns over recurring costs for tech firms.
US and UK to Sign Tech Pact on AI and Semiconductors
Agreement aims to bolster collaboration in strategic technologies, with top tech CEOs from Nvidia and OpenAI reported to be joining the US delegation.
US Chip Sector Faces New China Anti-Dumping Probe
Beijing's investigation into analog semiconductors escalates trade tensions, targeting key U.S. players ahead of high-level discussions.
Energy Sector Under Pressure as Oil Prices Tumble
A combination of surging global supply forecasts and signs of weakening U.S. demand are creating significant headwinds for crude oil and energy producers.
AI Chipmakers Rally After Oracle's Bullish Forecast
Strong demand for AI cloud infrastructure sends Nvidia and Broadcom shares soaring, signaling robust sector-wide spending.
ASML Leads €1.3B Investment in Mistral AI, Fueling Sector Rally
Strategic partnership with French AI leader Mistral AI signals deepening convergence of semiconductor and artificial intelligence industries, boosting market sentiment.