KGWV · U.S. MARKET INTELLIGENCE
“If Google cuts capital spending, will its stock rise? Most people’s answer is: It will fall even more.” In a recent discussion with overseas investors, Huang Leping, chief analyst for overseas technology at Huatai Securities, observed that AI development has…
Berkshire Hathaway’s Class A and Class B shares rose this week to their highest level in eight months, according to a CNBC report published Aug. 1. Barron’s said Berkshire’s stock has still significantly lagged the S&P 500 this year, but the current rally may…
Five-year certificates of deposit have reappeared on the product shelves of China’s major state-owned banks, while many smaller and regional banks continue to cut rates on long-term time deposits, highlighting a divergence in liability-management strategies. O…
Berkshire Hathaway’s Class A and Class B shares rose this week, reaching an eight-month high, according to a report published by CNBC on Aug. 1. Barron’s analysis said Berkshire’s stock has still significantly underperformed the S&P 500 this year, but the curr…
Focus: Second-quarter 2026 earnings from U.S.-listed companies. The global race to build AI data centers is significantly boosting chipmakers’ results, with memory-chip prices rising particularly sharply. Kioxia, a Japanese chipmaker, said Friday that strong d…
A tax-gain-harvesting strategy described by the source involves selling profitable holdings at a 0% federal tax rate and immediately buying back the same shares to reset their cost basis permanently. Section 1091 of the U.S. Internal Revenue Code applies the w…
Novo Nordisk said a late-stage clinical trial of its heart-disease drug ziltivekimab failed to show that the treatment was more effective than a placebo at reducing major adverse cardiovascular events. The company's shares subsequently fell as much as 10%.
South Korea’s KOSPI fell 1,881.03 points, or 22.19%, this month to close at 6,595.45. It posted its largest one-month percentage decline since October 2008, ending a three-month winning streak. The index fell 95.17 points, or 1.42%, this week. It has dropped 2…
Eurostat said Friday that annual consumer-price inflation in the euro area’s 21 countries rose to 2.9% in July from 2.8% in June. The reading was slightly above the 2.8% rate broadly expected by economists surveyed by the media. Energy inflation, which cooled…
A Goldman Sachs research note says hyperscale companies Microsoft, Amazon, Alphabet and Meta continued to expand capital expenditures and custom-chip investment in 2QCY26. The trend is prompting Taiwan Semiconductor Manufacturing Co. (TSMC), Samsung and equipm…