AI trade
AI spending, chipmakers and the big technology stocks driving equity markets.
59 articles
- Tech Selloff Deepens as BoJ Says Its Inflation Target Is Met
- Fed Holds With Two Dissents for a Hike as Alphabet Revives AI Doubts
- SK Hynix Revives the AI Trade as the RBNZ Surprises With a Hold
- Anthropic IPO Revives AI Trade as Meta Enlarges Its Share Sale
- Oil Retreats From Six-Month High as French Bonds Rally
- Tomorrow's Macro Roadmap: German Business Confidence Seen Holding at 89.9 After Five Monthly Gains
- AI Rout Spreads to Asia as Bonds Rally and Japan's Inflation Tops 2%
- AI Trade Stumbles on Meta and Tesla as Oil Rises on Saudi Attacks
- Stocks Rebound on AI Earnings as Hauser Puts an RBA Hike in Play
- Asian Tech Stocks Slide on AI Jitters as Canada Hike Bets Climb
- Nasdaq Futures Rebound as Oil Slips and China Beats
- Kospi Rebounds 3.3% as Fed Hike Bets Ease
- Chip Rout Sinks Kospi 8.5% as Treasuries Rally and the Dollar Slides
- GGMA Markets Briefing: Chip Rout Sinks Korea and Japan as Treasuries Rally on Haven Demand
- GGMA Markets Briefing: Oil Climbs on Iran Strike Report as Fed Minutes Point to Another Rise
- GGMA Markets Briefing: Oil Climbs and Treasuries Slip as Asia Stalls After Wall Street's Records
- GGMA Markets Briefing: Tech Lifts Stocks Towards Records as Treasury Yields Hold at 24-Year Highs
- GGMA Markets Briefing: Euro Slides as Spanish Election Talk Feeds Europe's Bond Jitters, Oil Eases
- GGMA Markets Briefing: Micron Lifts Tech Futures as the BoJ Summary Sinks the Yen and Bonds Steady
- GGMA Markets Briefing: Oil Jumps on Saudi Pipeline Shutdown and AI Warnings Hit Chips as Three Central Banks Meet
- GGMA Markets Briefing: Oil Nears $100 After US Sinks Iranian Tankers as Yen Extends Rally and Korean Chips Lead Asia
- GGMA Markets Briefing: Yen Surges to Six-Month High as Oil Nears $100 and Chipmakers Lift Asia
- GGMA Markets Briefing: Gold Slips and Stocks Stall as Markets Wait for Warsh
- GGMA Markets Briefing: Stocks Rise on Nvidia's Promise as Rate Hike Bets Build From Sydney to Seoul
- GGMA Markets Briefing: Oil Falls as Hormuz Cracks Open, Canada Hits Back, and Nvidia Reports Tonight
- GGMA Markets Briefing: US Treasury’s efforts to rein in the rise in long-term bonds remain the dominant theme in markets
- GGMA Markets Briefing: The Bond Vigilantes Set the Tone as the Ceasefire Lapses and Yields Break Higher Everywhere
- GGMA Markets Briefing: Dollar Slides as Fed-Hike Bets Fade
- GGMA Markets Briefing: Asian Chipmakers Rally on AI Spending as Red Sea Tanker Strikes Lift Oil, ECB in View
- Markets Briefing: Chips Lift Asia as Oil Climbs and the Yen Sinks to a Four-Decade Low
- Markets Briefing: Chip Rebound Lifts Asian Stocks as Oil Eases on Iran Diplomacy
- Markets Briefing: Oil Surges on US-Iran Escalation as Korea's AI Rout Deepens
- Markets Briefing: Chip Rout Deepens as Nikkei Futures Drop 5.16 Per Cent and Volatility Wakes Up
- Markets Briefing: Chip Selloff Slams the KOSPI as the AI Trade Reverses and Korea Starts Hiking
- Markets Briefing: KOSPI Surges as Softer US Inflation Revives the AI Trade, Oil Climbs on Hormuz
- Markets Briefing: China Export Beat Lifts Asia and Metals as Hike Bets Build Before CPI
- Macro Roadmap: US CPI Meets the New Fed Chair / BOE's Bailey / Fed Speak
- Markets Briefing: Yen and JGBs rally on GPIF repatriation hopes
- GGMA Markets Briefing: Samsung profit soars 19-fold but shares slump as chip selloff crashes the KOSPI
- Markets Briefing: Global markets opened the second half of the year on a cautious footing
- GGMA Market Brief: USDJPY drops on potential intervention ambush tactics
- Tomorrow's Macro Roadmap: Tokyo CPI / ECB & Fed speak / ECB inflation expectations / US UoM consumer survey
- AI Is Saving Korean Workers Time. It Isn’t Making Them More Productive — Yet
- GGMA Markets Briefing: AI-Trade Unwind Spreads to Asian Stocks and Won as Markets Brace for US Jobs Report
- GGMA Morning Briefing: AI rally takes a breather
- GGMA Morning Brief: Stocks’ AI-fuelled rally continues / Today: BOC & Fed speak / Swiss sight deposits / US ISM mfg.
- Market Wrap 01-06-2026
- GGMA Morning Brief 22-05-2026
- GGMA Market Wrap 19-05-2026
- Weekend Market & Macro Roundup — May 16–17, 2026
- Market Wrap 13.05.2026 AM
- GGMA Morning Brief: Asian stocks decline, commodities rally, Won weakens / Trump deadline / Japan wages / Fed speak review / Tudor on AI / Dalio warnings / Gundlach worried / US payrolls in focus
- Private credit stress deepens as redemptions surge and default warnings mount
- GGMA Morning Brief: Nvidia beats earnings expectations, BOJ hawk urges further hikes, NZ inflation threat?, Today: Fed & ECB speak, US jobless claims
- GGMA Morning Brief: Asian equity markets diverge, Did US lead USDJPY rate checks?, Tariff takes effect at 10%!, Dimon sees parallel to pre-crisis era, Citrini AI scare, Today: ECB, BOE & Fed, US Conf.
- Japan's trade balance ex-energy is improving
- Tomorrow's Macro Roadmap: UK labour market, CA CPI, US ADP, N.Y. Empire, NAHB, Fed & ECB speak
- GGMA Morning Brief: Tech stocks under pressure over AI fears, Trump pushes for Fed rate cuts, Starmer's premiership faces crisis, Will the RBA hike again in May?, Lower growth target for China GDP?, China’s Xi reasserts Taiwan stance, Today: BOE & ECB Rate Decision, US jobless claims & Jolts, Fed speak
- GGMA Morning Brief: JPY strengthens on verbal intervention, Dimon says Trump attack on Fed could push up inflation, US PPI, retail sales, Fed speak in focus