Developed Market (DM) Exchanges – 2026 High Conviction Calls
LSEG's share price hit due to AI disruption fears, but its data and analytics segment has a defensive moat. CME Group remains a buy for its...
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Nasdaq CEO: Tech Innovation, Leadership and Fighting Financial Crime
Nicola Tangen of Norway's sovereign wealth fund interviews Nasdaq CEO Adena Friedman about their vision as a global tech leader in the financial...
414 Views
Taiwan Tech Weekly: Hon Hai New All-Time Highs; Asustek Soars; Leading Chip Testing Firm Exits China
Taiwan tech gains alongside global tech, with Hon Hai and Asustek leading. MSFT's next CoPilot expected to drive AI PC upgrades. ASMedia GDR shows...
644 Views
Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning
A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock space Pretty much the entire index is...
373 Views
Nasdaq Proposes Stricter IPO Rules, Raising Bar for Smaller Chinese Listings
Nasdaq is moving to tighten its listing standards, a step that could sharply limit the flow of smaller Chinese companies onto the exchange even...
300 Views