The recent selloff in AI chip stocks has knocked semiconductor shares well below their highs, and bargain hunters are asking how to buy in. The trouble with picking a single stock is that after a sharp fall, you cannot be sure which name recovers and which keeps sliding. In our view, an exchange-traded fund (ETF)…
Western Digital (NASDAQ:WDC) fell about 10% to around US$539 on Thursday, 2 July, swept up in a broad selloff across memory and storage stocks. What makes the move striking is the timing: it came even though the stock is up around 250% this year and just as BofA lifted its price target to US$732. In…
AeroVironment (NASDAQ:AVAV) was one of the market's standout movers this week, jumping about 11% after landing a major defence contract. The US Army awarded it a US$500 million deal to supply counter-drone systems, the technology used to detect and shoot down hostile drones. In our view, the real significance is not the dollar figure but…
A new US government savings scheme for children, called Trump Accounts, officially launches on 4 July, with contributions opening the next day. More than 6 million people have already signed up. For investors, the interesting part is not the politics but the plumbing: where all that money goes. In our view, the design quietly turns…
Marvell (NASDAQ:MRVL) had a strange day: the stock fell about 9%, even though the news looked good. Amazon is moving to sell the custom AI chips Marvell helps design and build to outside customers, a step that should widen Marvell's market. So why did the shares drop on what looks like a win? In our…
Rivian (NASDAQ:RIVN) was one of the week's standout movers, jumping about 8% after a strong delivery update. On the same day Tesla beat on deliveries, yet its stock fell, Rivian did the opposite: it beat expectations, raised its outlook, and the market cheered. In our view, the numbers are genuinely encouraging, but the bigger question…
AI chip stocks just had one of their ugliest sessions in months, erasing tens of billions of dollars in value in hours. It leaves investors with one urgent question: buy the dip, or brace for the first real crack in the AI trade? In our view, this looks far more like a correction than a…
The US economy added just 57,000 jobs in June, far below the roughly 110,000 economists expected and the slowest hiring in months. Normally weak jobs data worries investors. This time, parts of the market are treating it as good news.
That reaction only makes sense once you follow the chain from jobs to interest rates…
Palantir (NASDAQ:PLTR) has been one of the market's brighter spots this week, jumping about 8% on 1 July and climbing further on 2 July to trade near US$130. The driver is a new partnership with Nvidia. But here is the catch: even after this rally, the stock is still down for the year and looks…
Tesla (NASDAQ:TSLA) just posted its best second-quarter deliveries ever, handing over 480,126 vehicles in the second quarter of 2026, up about 25% from a year earlier. That comfortably beat Wall Street's forecast of around 406,000. And yet the stock fell about 7% to around US$395 on Thursday 2 July 2026. So why did great news…
