The S&P 500 opened 2026 treading water, with semiconductor stocks, particularly Nvidia and Micron, muscling higher to counterbalance weakness across tech names. The blue-chip Dow inched into positive territory while the Nasdaq slipped roughly 0.2% to 0.3%, painting a classic picture of sector rotation rather than broad confidence. For traders timing the year’s opening moves,
Micron stock (NASDAQ: MU) jumped almost 10% on Friday, propelled by a perfect storm of supply scarcity, record earnings momentum, and aggressive Wall Street re-ratings. The stock surge reflects Wall Street’s conviction that Micron has entered a structural era of pricing power and margin expansion tied to AI infrastructure buildout. In early trading, the memory
Wall Street’s biggest firms view 2026 as a year where selective themes will matter more than broad market rallies. Rather than betting on another 17% S&P 500 gain, as in 2025, strategists at Goldman Sachs, Morgan Stanley, J.P. Morgan, and Bank of America are pointing toward five specific predictions that could determine which investors win
Baidu stock price exploded higher in Hong Kong, reaching its highest level since 2024. It jumped to a high of H$143.4, up by over 93% from its lowest level in 2025. This rally happened as the company filed for an initial public offering for Kunlunxin, its artificial intelligence and robotics business. Kunlunxin files for an
Markets opened 2026 on a cautiously positive note, extending momentum from a year-end rally amid thin holiday trading. Investors are entering the new year facing a mix of opportunities and risks, including questions over the durability of the AI-led equity surge, a looming leadership transition at the US Federal Reserve, and the potential for renewed
Chinese artificial intelligence startup DeepSeek has released new research that sheds light on how Chinese AI developers are adapting to hardware constraints while continuing to push model performance forward. The paper outlines a more efficient method for training advanced AI systems, highlighting how Chinese firms are working around limits imposed by restricted access to top-tier
China’s tech story was full of unexpected resilience in 2025. The year began with predictions of stagnation and ended with record exports, headline-grabbing AI breakthroughs, and a triumphant New Year’s speech from Xi Jinping. In official telling, China cracked the code on artificial intelligence, broke through chip bottlenecks, and proved that Western pressure had failed.
Alibaba stock price has remained in a bear market after plunging by ~20% from its highest point in 2025. It dropped to a low of $146 in December and then rebounded to $152 in the pre-market. This article conducts a technical analysis pointing to a rebound. Alibaba stock price technical analysis The daily timeframe chart
India has approved a new wave of electronics component investments as global manufacturers adjust supply chains long centred on China. The decision highlights a strategic shift by New Delhi toward building depth in component manufacturing, rather than focusing only on final assembly. As geopolitical tensions, tariff risks, and supply disruptions prompt companies to rethink China-heavy
Coinbase stock price has crashed by nearly 50% from its highest level in 2025, erasing billions of dollars in value. Its market cap has dropped from over $90 billion to ~$70 billion today. This article provides a forecast for the stock as Brian Armstrong delivers his key priorities. Why the Coinbase stock price has crashed