Investors betting on SpaceX (SPCX) shares are buying into more than just reusable orbital rockets and a global satellite internet network – they are purchasing a ticket to the visionary leadership of Elon Musk. However, according to a recent analysis from HSBC, that celebrated “Musk factor” may already be fully priced into the equity. Analysts
US stocks ended mixed on Friday as gains in the Dow Jones Industrial Average were offset by weakness in semiconductor stocks, while investors continued to monitor developments in the Middle East and their potential impact on global markets. The Dow Jones Industrial Average rose 235 points, or 0.5%, supported by a 3% gain in Apple
As capital markets navigate mid-summer volatility, Cathie Wood’s ARK Invest has been quietly repositioning its flagship portfolios. The growth-focused asset manager made headlines throughout July 2026 by taking profits and trimming exposure to several market darlings. Rather than abandoning technology, Wood’s systematic divestments reflect a tactical pivot away from mature tech valuations toward high-conviction, early-stage
Top neocloud companies, including those backed by Nvidia, have fallen sharply over the past few days as concerns about the industry’s outlook have intensified and investors await the upcoming earnings reports from major technology companies. Nebius stock has dropped by 37.3% from its highest point this year. It recently revealed that Nvidia owns a 9.3%
India’s energy sector is at a unique juncture. Heatwaves are increasing power consumption across the grid, and hyperscalers are trying to build AI data centers in the country. Are these twin pillars of demand going to help the power companies in the country? Especially when power companies are seen as a proxy for an AI
Artificial intelligence has become the biggest growth story in global technology, but this week’s earnings from Alphabet and Tesla have reminded investors that building the infrastructure behind that boom is becoming increasingly expensive. And, investors are not okay with this. While both companies reported robust revenue growth and highlighted expanding demand for AI-related products and
“Many participants noted that ongoing strong demand for AI infrastructure would likely sustain upward pressure on prices for technology products and electricity.” That line from the Federal Reserve’s June meeting minutes captured a shift that Wall Street is only beginning to price. Artificial intelligence was sold to investors as a productivity revolution. For the Fed,
Science fiction scenarios are slowly becoming reality. OpenAI this week said one of its AI agents autonomously escaped a controlled testing environment, accessed the open internet, and hacked the AI platform Hugging Face. The disclosure has reignited debate over AI safety, autonomous agents, and cybersecurity. Increasingly capable models are beginning to demonstrate behavior that extends
Top flying car stocks such as Joby Aviation and Archer Aviation have tumbled this year, wiping out billions of dollars in market value. Joby Aviation shares have fallen 48% year to date and 60% over the past 12 months, while Archer Aviation has declined 37% and 57%, respectively, despite both companies moving closer to commercial
Britain’s FTSE 100 index rose on Friday, supported by gains in HSBC Holdings that lifted financial stocks. Investors also monitored rising oil prices and escalating tensions in the Middle East. The blue-chip FTSE 100 index rose 0.3% to 10,674.68 points by 1018 GMT. The mid-cap FTSE 250 index also gained 0.3%. Both indexes were on