Wall Street Wants A.I. Results, Not Hype
The stock market’s latest verdict on Big Tech was unusually blunt: It is no longer enough to talk about artificial intelligence. Investors want proof that the spending is turning into…
Traffic Through Hormuz Begins to Recover, Easing Oil Fears
Traffic Through Hormuz Shows Signs of Recovery, Calming Oil Markets After days of sharp disruption tied to the fighting involving Iran and the United States, shipping traffic through the Strait…
AI’s Harder Market Test
A Global AI Trade Runs Into a Harder Test The market’s faith in artificial intelligence has not vanished. But in recent days, investors across Asia and the United States have…
Oil Tops $100 as Red Sea Attacks Deepen Shipping Fears
Oil Surges Past $100 as New Shipping Threats Spread Beyond Hormuz Oil prices climbed above $100 a barrel on Thursday, and stocks fell sharply, after Yemen’s Houthi militia said it…
China’s Export Boom Masks a Slowing Economy
A Split Economy Comes Into Sharper Focus China’s economy slowed markedly in the second quarter, recording its weakest quarterly growth since late 2022 even as exports surged and car shipments…
AI Chip Boom Meets Investor Jitters
The semiconductor boom delivered both a reassurance and a warning this week The frenzy surrounding artificial intelligence chips offered investors two sharply different signals in Asia on Monday: a powerful…
SK hynix’s AI Market Test
A Wall Street Test for the AI Chip Boom SK hynix made its Nasdaq debut on Friday after pricing a roughly $26.5 billion American depositary share offering, a blockbuster sale…
June Jobs Report Signals a Deeper Cooling in Hiring
The American job market lost momentum in June, with employers adding far fewer jobs than expected and a large number of people stepping out of the labor force altogether, a…
Hormuz Reopens, but Uncertainty Lingers
A Fragile Reopening in the Strait of Hormuz The story of the Strait of Hormuz has shifted in recent weeks from the language of war and closure to the more…
A.I.’s Chip Rally Spreads Beyond Nvidia
The A.I. Chip Boom Is No Longer Just Nvidia’s Story Wall Street’s feverish bet on artificial intelligence is widening beyond Nvidia, lifting a broader cast of semiconductor companies and signaling…