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Global equities coverage including earnings, market movers, semiconductors, banks and company-level analysis.

Stocks

Nasdaq 100 Tight Range Hints at Breakout

Nasdaq 100 Coils In Tight Range Near Breakout As of Monday, 31 August 2026, the Nasdaq 100 is trading in a tight coil just below a key resistance…

Stocks

Amazon Faces FTC Probe Over Hidden Ad Fees

FTC Alleges Amazon Inflated Ad Costs During Peak Seasons The Federal Trade Commission (FTC) has accused Amazon of artificially inflating advertising costs for merchants during peak shopping periods,…

Stocks

AI Outages Hit ChatGPT Work, Exchange Online

Monday’s Outage: ChatGPT Work and Exchange Online Both Fail On Monday, August 31, 2026, OpenAI’s ChatGPT Work offering experienced service disruptions for some users, coinciding with Microsoft’s confirmation…

Stocks

Nvidia’s AI Value: Beyond the Chip Shortage

Nvidia’s AI Value: Beyond the Chip Shortage Nvidia (NASDAQ: NVDA) has become the poster child for AI-driven growth, but its market value now hinges on more than just…

Stocks

Mastercard Lags S&P 500: What’s Behind the Gap?

Mastercard’s 2026 Run Trails the Broader Market As of Friday, 28 August 2026, Mastercard Incorporated (NYSE: MA) has posted a year-to-date gain of approximately 12%, while the S&P…

Stocks

OpenAI Cuts Cursor Access After SpaceX Deal

OpenAI Ends Cursor Model Access on Nov. 12 OpenAI will terminate model access through Cursor on November 12, 2026, according to a company statement released Sunday. The decision…

Stocks

Thiel Macro’s $419M Pivot to Energy Bets

Thiel Macro’s $419M Pivot to Energy Bets Peter Thiel’s Thiel Macro fund, which reported zero U.S. long stock holdings for the quarters ended December 2025 and March 2026,…

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Amazon vs. MercadoLibre: Which Wins in 2026?

Amazon’s Cloud and Logistics Moat in 2026 Amazon.com remains the global standard for cloud infrastructure and e-commerce scale, leveraging its diverse logistics and technology segments. As of late…

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SBI to Sell 1% NSE Stake in Upcoming IPO

SBI’s NSE Stake Sale: A Strategic Move Before the IPO State Bank of India (SBI) plans to divest nearly 1% of its stake in the National Stock Exchange…

Stocks

Hong Kong Property Defaults Ease as Prices Stabilize

Distress Moderates but Refinancing Risks Persist Hong Kong’s commercial property market is showing signs of stabilization in 2026, but analysts caution that the pain is far from over.…

Stocks

JD.com’s HK$10B Bet Shakes Footfall Property Model

JD.com’s HK$10B Bet Shakes Footfall Property Model Chinese e-commerce giant JD.com has poured more than HK$10 billion (US$1.3 billion) into Hong Kong property over the past two years,…

Stocks

Meta’s $18B Deal Puts TikTok, YouTube on Notice

Meta’s $18 Billion Settlement Reshapes Online Safety Rules On August 26, 2026, Meta Platforms (META) agreed to pay $18 billion to settle a multi-state lawsuit alleging its platforms…

Stocks

Fed’s Warsh Vows Inflation Fight; Stocks Rally

Warsh’s Inflation Pledge Lifts Equities On Friday, August 28, 2026, Federal Reserve Chair Kevin Warsh reiterated his commitment to tackling inflation, sparking a broad market rally. The S&P…

Stocks

Warsh’s Hawkish Fed Warning Pressures Nifty

Warsh’s Jackson Hole Speech Raises Rate Hike Risks Indian equity markets face a tricky start on Monday after US Federal Reserve Chairman Kevin Warsh used his Jackson Hole…

Stocks

Nvidia Tops Estimates, Guides Q3 Revenue to $108B

Nvidia Crushes Q2 Estimates on Surging Data Center Demand Nvidia reported fiscal Q2 earnings after Wednesday’s close, beating analyst expectations with data-center revenue surging past forecasts. The company…

Stocks

Nvidia Margins Dip Signals AI Cycle Peak?

Nvidia’s Gross Margins Dip to 74%—A Classic Cycle Top Signal? Nvidia ($NVDA) reported fiscal Q2 2027 earnings on Wednesday, August 26, 2026, with revenue surging 106% year over…

Stocks

Nvidia Margins Dip Signals Potential Stock Top

Nvidia’s Q2 Beat Masks Margin Warning Sign Nvidia reported blockbuster fiscal Q2 2027 results on Wednesday, August 26, 2026, with revenue of $96.2 billion, crushing estimates of $92.2…

Stocks

Nvidia Tops Q2, But Stock Slips on China Risk

Nvidia Tops Q2, But Stock Slips on China Risk Nvidia reported fiscal Q2 2027 results on Wednesday, August 26, 2026, beating estimates with revenue of $96.2 billion, up…

Stocks

Nvidia Q2 Revenue Hits $96.2B, Beats Estimates

Nvidia Q2 Revenue Hits $96.2B, Beats Estimates Nvidia (NASDAQ: NVDA) reported fiscal Q2 2027 earnings on Wednesday, August 26, 2026, with revenue of $96.2 billion, up 106% year-over-year…

Stocks

CrowdStrike Q2 Beats, Lifts FY27 Guidance

CrowdStrike Q2 Beats, Lifts FY27 Guidance CrowdStrike (NASDAQ: CRWD) delivered a robust fiscal second-quarter 2027 performance on Tuesday, August 25, 2026, beating analyst estimates across the board. Revenue…

Stocks

Nutanix Beats Q4 Estimates, Guides FY27 Above Street

Nutanix Beats Q4 Estimates, Guides FY27 Above Street Nutanix (NASDAQ: NTNX) delivered a strong fiscal fourth-quarter performance on Wednesday, August 26, 2026, beating analyst expectations on revenue, earnings,…

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