Your investments are your responsibility
We do not accept any liability for any loss or damage which is incurred from you acting or not acting as a result of reading any of our publications. You acknowledge that you use the information we provide at your own risk.
Policymakers gather this week under renewed inflation pressure as crude returns to $100 and tensions in the Gulf rise. Meanwhile, chip producers warn that wafer shortages may persist to 2030, challenging tech supply and capital‑spending plans.
Derrick Irwin, portfolio manager at Allspring Global Investments, says the memory chip cycle still has room to run but cautions that valuations among South Korean chipmakers may be getting ahead of fundamentals.
Fears of an AI bubble are sparking tech selloffs. That’s changing the calculus for once-pricy semiconductor stocks, Morningstar analysts say.
Nvidia: Full Steam Ahead With an Impressive Array of Announcements at CES 2026 https://www.morningstar.com/stocks/nv...
Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest market news for October 10, 2025.
The US government shutdown is at an impasse with no signs of cracking. On Wednesday, a sixth vote failed to win approval, with the Affordable Health Care Act being a key sticking point.
According to Chinese state media, China is cracking down on Nvidia chips, with customs officers deployed to major ports in an effort to try to stop its Big Tech firms from buying from Nvidia.
