Markets

TSMC and ASML posted strong earnings but failed to generate meaningful stock gains, suggesting chip sector valuations may already reflect optimistic scenarios. The pattern across both a leading foundry and a key equipment maker points to sector-wide price exhaustion rather than isolated underperformance. Investors are

The S&P 500 and Nasdaq reached fresh record highs Wednesday as Wall Street recovered from war-driven risk-off pressure. The Dow Jones Industrial Average gained more than 130 points in early trade. Sustained momentum will depend on upcoming macro data and corporate guidance.

The S&P 500, Dow, and Nasdaq all rose Tuesday as investors positioned for potential fresh record highs on renewed trade truce optimism. Broad participation across indexes suggests a sentiment shift away from defensive positioning. A confirmed record close would likely attract additional momentum-driven inflows.

Indian government bonds are set to extend gains Thursday as oil prices hold steady and sentiment improves on U.S.-Iran peace deal optimism. Stable or falling crude directly benefits India's current account and reduces inflation risk, supporting bond valuations. Traders will monitor any firm developments from U.S.-Iran

Morgan Stanley's Bitcoin ETF gathered $100 million in its first week, demonstrating early demand through the firm's wealth management distribution channel. The launch adds a major Wall Street brand to the competitive spot Bitcoin ETF market alongside BlackRock and Fidelity.

The Dow moved higher Thursday after weekly jobless claims surprised to the downside, signaling labor market resilience. TSMC shares declined, pressuring semiconductor stocks. Netflix earnings after the close are the session's primary catalyst, with ad-tier revenue and subscriber trends under scrutiny.

US stock futures edged higher as Middle East diplomacy hopes eased geopolitical risk premiums and strong corporate earnings reinforced market confidence. Both Dow Jones and Nasdaq futures gained, reflecting broad-based risk-on sentiment. The durability of this move depends on continued earnings beats and concrete diplo

Raymond James upgraded an identity and access management stock to outperform, arguing that agentic AI growth will expand enterprise demand for IAM solutions. As AI agents multiply across corporate environments, identity and access risk surfaces broaden, strengthening the IAM spending case.

European shares edged higher Thursday as peace prospects in the Middle East lifted sentiment, while investors parsed a busy round of regional corporate earnings. A credible ceasefire scenario could reduce the risk premium weighing on energy costs and supply chains. Earnings guidance from individual companies is likely

The MSCI Asia Pacific Index gained 0.4% Thursday after the S&P 500 and Nasdaq 100 closed at record highs, with Bank of America and Morgan Stanley beating revenue estimates. Traders are pricing in easing Middle East tensions and lower oil prices as a tailwind for global growth.

Crude oil prices fell as optimism around a potential US-Iran peace agreement raised expectations of Iranian supply returning to global markets. Traders are pricing in sanctions relief before any deal is finalized, compressing the geopolitical risk premium in crude.

Analysts are forecasting roughly 80% upside in Rubrik stock, framing the cybersecurity firm as a potential beneficiary of Iran-related conflict risk. Elevated nation-state threat environments historically accelerate enterprise spending on data protection and ransomware recovery. The durability of the thesis depends on

The S&P 500 and Nasdaq rallied to closing records on the back of strong earnings and optimism over US-Iran talks. Financial stocks led sectoral gains while market volatility dropped to its lowest point since February. Diplomatic outcomes remain unresolved, keeping upside contingent on further progress.

BP flagged an exceptional oil trading profit in Q1, driven by price volatility linked to the Middle East conflict. The result benefits BP's integrated trading book at a time when the company is restructuring costs and divesting assets under CEO Murray Auchincloss. Full Q1 earnings will reveal whether the trading gain o

Allbirds stock jumped more than 600% after the sustainable footwear brand announced a rebrand as an artificial intelligence company. The move signals a dramatic strategic pivot away from its DTC sneaker identity, likely driven by efforts to attract capital in a high-valuation AI market. Investors should watch for concr

Nvidia shares hit $200.40, logging an 11th straight session of gains and reclaiming the $200 level for the first time in five months. The move puts the stock 5.5% below its record high, driven by persistent AI hardware demand and investor optimism ahead of Big Tech earnings.

Indian mutual funds raised their stake in Eternal to 28.9% in Q4 FY26, as FPIs cut holdings to 24.8%. Foreign investors have pulled over $18 billion from Indian equities since the US-Iran war began. Domestic mutual funds added over 12 percentage points, offsetting most of the foreign outflows.

Wall Street is shifting focus from the U.S.-Iran conflict toward first-quarter corporate earnings after more than six weeks of geopolitics dominating sentiment. Earnings data gives investors concrete fundamentals to price, reducing reliance on volatile headline-driven risk assessments. Sustained strong results could st

US equity indexes opened higher Wednesday as investors tracked corporate earnings, Middle East developments, and upcoming Federal Reserve official commentary. The session's direction hinges on earnings guidance quality and any rate signal from Fed speakers.

All three major U.S. indexes rose modestly Tuesday, with the S&P 500 up 0.21%, the Dow up 0.19%, and the Nasdaq up 0.19%. Solid corporate earnings and hopes of Middle East ceasefire talks drove the broad-based advance. Continued earnings results and diplomatic developments will determine whether the rally holds.