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The portfolio solidly beat its primary and secondary benchmarks, the MSCI EAFE Index and MSCI AC World ex USA Index, in Q1.
SK Hynix warned of increased volatility in the second half of 2025 despite resilient demand for AI memory chips from big tech ...
In my previous article, I mentioned that it was highly likely that hyperscalers like Amazon and Microsoft might reduce their ...
WHILE the world has been caught up in a whirlwind of tariff news out of Washington, it has been easy to miss a separate ...
A surprising announcement from the White House is boosting many chip stocks, including Nvidia (NVDA) . According to President ...
Tech-led losses drag Hang Seng lower amid tariff chaos, while Nikkei and ASX benefit from Wall Street’s bullish momentum.
Taking a page from Amazon’s playbook, Alibaba is also a major actor in cloud computing, with a larger share of the Chinese cloud market than its next 2 competitors together, the tech giants Huawei and ...
Tencent (TCEHY) and ByteDance asked Nvidia (NVDA) to ship about 1M H20 chips, ideally by the end of May, but the actual number ...
Chinese internet companies hoard billions of dollars worth of US-made AI chips as sanctions kicked in, posing risks to Nvidia ...
It also spreads the rebalancing process over a five-day period to reduce potential market impact costs. The index reconstitutes quarterly. The strategy approximates the contours of the US stock ...
Newmont reports Q1 EPS of $1.25 ex-items vs. $0.92 consensus (35.8% beat), attributable gold production of 1.54moz in-line, ...