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Stocks rally and oil falls. Plus, the implications of Samsung averting a strike
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks are rallying on Wednesday with the AI trade re-claiming its leaders…
India’s markets trail global equities as benchmarks fall 10-12% so far in 2026
He added that markets like the US, Taiwan and Korea are benefiting from the global AI and semiconductor boom, while India does not yet have large AI, chip or global technology companies that can attract similar flows.…
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BOE Technology Group Accelerates OLED Production, Outpacing Samsung Display for MacBook Pro Panels
China’s BOE Technology Group has commenced loading glass substrates into its Generation 8.6 OLED production line at the Chengdu B16 factory this month, beating its second-half 2026 target by over a month.…
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Trump Mobile set to launch first original phone model
Trump Mobile will reportedly launch its first original model, the “T1” phone, this week.
The anticipated launch comes after a nine-month delay from the company’s initial expected launch date in August 2025.…
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TSMC, Samsung, SK Hynix’s growth on Taiwan and South Korean markets
Taiwan’s Taiex and South Korea’s Kospi stock markets have been seeing record-breaking rallies.
Heavy reliance on semiconductor giants raised fears of market concentration.
TSMC now accounts for over 40% of the Taiex benchmark, w…
Samsung-Backed Firm Deepens Ties With Chinese Chipmaker as Silicon Carbide Trade Heats Up
Shares of Tianyu Semiconductor Technology surged more than 8% on Monday, as Chinese investors cheered a strategic alliance between the Chinese firm and a South Korean specialist backed by Samsung Electronics.…
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Traders looking for next leg in global stocks rally bet on Asia
Shares in South Korea and Taiwan have rallied the most in the world this month, with the surge in the Kospi index taking it up 78% for the year
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India still relevant for emerging market investors despite lower MSCI weightage: Jefferies
India remains a critical destination for emerging market investors, even as it faces a “reverse AI trade” that has impacted its MSCI Emerging Markets Index weightage to 12 per cent, according to a Jefferies Greed & Fear report.…
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Indian still relevant for emerging market investors despite lower MSCI weightage: Jefferies
India remains a critical destination for emerging market investors, even as it faces a “reverse AI trade” that has impacted its MSCI Emerging Markets Index weightage to 12 per cent, according to a Jefferies Greed & Fear report.…
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Memory ETF DRAM Rallied 70% In One Month
An exchange-traded fund that did not exist five weeks ago has just become the loudest signal in the entire AI infrastructure trade.
The Roundhill Memory ETF (CBOE: DRAM) — the first U.S.-listed…
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