NEWS

Key Takeaways Royalties at new highs: Broader adoption of Armv9 and higher-value chips in data center, mobile, and edge lifted the...

Key Takeaways Rapid reversal: On Nov 5–6, 2025, Huang first said China “will win” the AI race, then clarified that China is very...

Rheinmetall (XETRA: RHM) heads into the final quarter with momentum building across its defense portfolio. Management has repeatedly signaled a...

Taiwan Semiconductor Manufacturing Co. (TSMC) has informed key customers—including Apple—that wafer prices will increase. The move follows multiple years of elevated capex,...

U.S. stocks retreated as a jump in announced job cuts stoked recession worries and pulled Treasury yields lower. Here’s what...

Qualcomm (NASDAQ: QCOM) reported fresh quarterly results that put the spotlight on three forces at once: the first commercial wave of AI...

IonQ (NYSE: IONQ) delivered a standout third quarter, coupling a sizable top-line beat with higher full-year guidance and headline technology milestones....

Palantir (NASDAQ: PLTR) just delivered another beat-and-raise quarter, and Wall Street moved quickly to refresh its models. Below is a crisp...

BMW Group reported a cleaner, stronger third quarter, marked by a sharp recovery in automotive profitability, disciplined spending, and encouraging...

Market snapshot (today) Tone: A steadier risk backdrop prevailed after recent volatility. Large caps were generally resilient, with the S&P 500 holding...