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This chip stock could stage a 'mother of all catch-up trades' says Mizuho
Investing.com via Yahoo Singapore Finance· 4 days agoThe semiconductor sector appears overbought at current levels but the “long memory trade” feels alive and well, Mizuho analysts said, driven by a cycle that seems to be accelerating to the upside.
China may miss booming global market for high-bandwidth memory chips, BofA analyst says
South China Morning Post via Yahoo Singapore Finance· 6 days agoSurging demand for high-bandwidth memory (HBM) chips - used in data centres for artificial...
UBS neutral on EM stocks, but likes tech
Investing.com via Yahoo Singapore Finance· 6 days agoInvesting.com-- UBS said it was largely neutral on broader emerging market (EM) equities amid increased political volatility and limited upside potential from higher U.S. interest rates.
Asian stocks rise ahead of inflation data; June gains on tap
Investing.com via Yahoo Singapore Finance· 2 days agoInvesting.com-- Asian stocks rose on Friday and were set for strong gains in June amid some hopes that the Federal Reserve will cut interest rates this year amid a cooling U.S. economy.
Asian stocks buoyed by tech gains, Australia sinks on hot CPI
Investing.com via Yahoo Singapore Finance· 4 days agoInvesting.com-- Most Asian stocks drifted higher on Wednesday tracking gains in the technology sector, while Australian shares fell sharply as hotter-than-expected inflation data ramped up concerns over higher interest rates.