Goldman Sachs' Timothy Moe highlights memory stocks as 'stars' and defense sector sell-off as a buying opportunity. Analysis and key takeaways.
Corporate Bitcoin holdings suffer $62B loss. MicroStrategy, Tesla, Marathon Digital lead decline. Structural flaws exposed as fair-value accounting hits earnings.
Drift Protocol and KelpDAO lose over $600M in flash loan attacks, highlighting DeFi's structural risks. XRP Ledger's architecture prevents such exploits.
Goldman Sachs boosts Topix target to 4400, citing strong earnings, shareholder returns, and foreign inflows. Japanese stocks expected to climb further.
Japan increases defense spending and revises arms export guidelines amid rising tensions, while seeking dialogue with China and other neighbors.
U.S. Secretary of War Hegseth pressures NATO allies to boost defense spending, praising Asian partners. Analysis of geopolitical and market impacts.
European markets rose Friday, led by aerospace & defense stocks after a Russian drone hit Romania and Iran tensions simmered. Stoxx 600 up 0.2%.
European markets closed mixed on Thursday, with the Stoxx 600 falling 0.5% but defense stocks surging as Iran tensions escalate. Key gainers include Renk, Rheinmetall, and Exail Technologies.
Salesforce beat Q1 estimates but light guidance weighed on investor sentiment. CEO Benioff remains bullish, citing AI and revenue targets.
Kuwait activates air defenses amid missile threats from Iran. Oil surges 3% on Strait of Hormuz fears. U.S. strikes and sanctions escalate conflict.
Berkshire Hathaway increases stakes in Mitsubishi and Sumitomo, signaling a continued focus on Japanese trading houses under Greg Abel's leadership.
Stocks fell on negative sentiment after a White House shooting and geopolitical tensions offset AI optimism, pushing the S&P 500 away from record highs.
Satellite operator SES jumps 8% amid space sector rally, while EasyJet faces headwinds from Middle East conflict and rising costs.
Singapore Airlines takes a SG$945M hit from its Air India investment. We analyse the long-term payoff amid mounting losses.
Samsung shares swing as wage talks fail; 41,000 workers threaten 18-day strike. Seoul steps in to calm disruption fears.
Germany sees contrasting moves: Capital B raises $178M for Bitcoin while Rheinmetall drops 2.7% on peace talk stalling. Analysis inside.
Leonardo shares fell 3% amid defense sector turbulence. Analysis of Italy's defense outlook and market implications.
Putin signals Ukraine war resolution may be near, causing defense stocks to slide and reshaping market dynamics amid geopolitical shifts.
Putin signals possible end to Ukraine war, sending defense shares lower and sparking market reassessment of geopolitical risk.
A cruise ship hit by a deadly hantavirus outbreak docks in Spain; passengers evacuated to home countries for quarantine.