KGWV · U.S. MARKET INTELLIGENCE
China’s AI hardware and technology stocks staged a strong rally in the first half of the year. But after June, as the global AI trade unwound, Chinese AI stocks also suffered a deep pullback. On Aug. 9, a team led by Goldman Sachs’ chief China equity strategis…
According to Barclays data, Japanese investors were net buyers of foreign bonds in July, purchasing developed-market European bonds while reducing their holdings of U.S. Treasuries. Overseas investors, meanwhile, continued selling Japanese government bonds. “A…
The supplied source contains only a repeated headline and no supporting body text. The headline says Nvidia is investing $3 billion in Lancium, the power supplier behind Stargate.
SpaceX stock unexpectedly rose about 16% after its first large-scale lockup expiration, defying widespread expectations of a selloff. Nearly 911.5 million shares held by employees and early investors became eligible for sale, doubling the publicly tradable flo…
Apple has finalized a three-year roadmap for foldable iPhone updates, with the third-generation model potentially launching as early as 2028, according to technology journalist Mark Gurman in the latest edition of his Power On newsletter on Aug. 10. Gurman pre…
Only days after Situational Awareness, the AI hedge fund run by former OpenAI researcher Leopold Aschenbrenner, faced a blowup crisis caused by leveraged trading and was forced to sell its assets at a discount, a large number of Silicon Valley investors expres…
Taiwan Semiconductor Manufacturing Co. said July revenue was about NT$467.58 billion, up 5.6% from the previous month and 44.7% from a year earlier. Revenue for January through July 2026 totaled NT$2,872.06 billion, up 37.0% from the same period a year earlier…
JPMorgan raised its year-end target for the S&P 500 to 8,000 on Monday, citing strong corporate earnings and signs that AI investment by hyperscalers is about to drive faster revenue growth. The new target implies about 3.12% upside from the S&P 500’s Friday c…
JPMorgan raised its price target for BorgWarner to $85 from $75, according to CLS. The report was published on Aug. 10.
Goldman Sachs published a report on Aug. 9, 2026, rating Keyence (6861.T) Buy and adding it to its Conviction List. The source says the report's specific data could not be extracted from the current knowledge base, so the analysis below is based on the report…