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emerging-markets: Archive

Shreya Majumder

Can Post-Quantum Cryptography Give WDC an Edge in AI Data Security?

Western Digital is embedding post-quantum cryptography into Ultrastar drives as hyperscalers qualify quantum-ready storage security.

WDCNegative Net Change STXNegative Net Change SNDKPositive Net Change

Shreya Majumder

Can Structural Growth & Durable Demand Fuel the Next Rally in Seagate?

STX rides the AI storage boom as demand for mass-capacity drives and Mozaic HAMR adoption fuel growth and margin expansion.

WDCNegative Net Change STXNegative Net Change MUPositive Net Change

Shreya Majumder

Will Solid Dragonfly G5 & Atlas G6 Traction Fuel More Upside for ONTO?

Onto Innovation's Dragonfly G5 and Atlas G6 are gaining AI chip traction, with HBM deals and advanced-node growth fueling momentum in 2026.

KLACNegative Net Change AMATNegative Net Change ONTONegative Net Change

Andrew Rocco

The $10 Trillion Summit: Trump, CEO Delegation to Land in Beijing

Wall Street will be closely watching the high-stakes negotiations unfold in Beijing over the next 48 hours.

BANegative Net Change GSNegative Net Change CNegative Net Change GENegative Net Change BXNegative Net Change QCOMNegative Net Change AAPLPositive Net Change BLKNegative Net Change NVDANegative Net Change TSLANegative Net Change

John Blank

U.S. President Heads to China: Global Week Ahead

President Trump visits Beijing on ???May 14-15, his first China visit in eight years. He will try to lock in the trade truce agreed in October in South Korea.

CMINegative Net Change SUNegative Net Change ASXNegative Net Change

Andrew Rocco

MP Materials: A Rare Earth Powerhouse

As the United States intensifies its efforts to achieve resource independence, MP Materials has emerged as a cornerstone of national security and industrial innovation.

INTCPositive Net Change MPNegative Net Change

Aparajita Dutta

South Korea ETFs Under Spotlight as Kospi Tops 7000 for the First Time

South Korea ETFs surge as KOSPI tops 7,000 for the first time, driven by booming AI chip demand and gains in Samsung and SK Hynix.

EWYPositive Net Change FLKRPositive Net Change MKORNegative Net Change

Zacks Equity Research

CRUS Q4 Earnings & Sales Top, Up Y/Y as Diversification Gains Momentum

Cirrus Logic beat fiscal Q4 2026 EPS estimates as smartphone demand, PC growth and expansion into new silicon categories fueled fiscal 2026 revenue growth.

BMIPositive Net Change STNegative Net Change CRUSPositive Net Change FTVNegative Net Change

Zacks Equity Research

CDW Q1 Earnings Meet, Revenues Rise Y/Y on Infrastructure & AI Adoption

CDW posts solid Q1 2026 with rising sales and steady EPS, as strong demand across segments and AI investments shape its 2026 outlook.

BMIPositive Net Change STNegative Net Change CDWPositive Net Change FTVNegative Net Change

John Blank

"Sell in May and Go Away?" Global Week Ahead

As the U.S. economy grapples with fallout from the Middle East war, Wall Street's radar turns to Friday's April monthly payrolls report.

AMZNNegative Net Change TXNPositive Net Change MSFTNegative Net Change CRZBYNegative Net Change HSBCNegative Net Change GOOGLNegative Net Change EQNRPositive Net Change METANegative Net Change SHELNegative Net Change DRSNegative Net Change ABBNYNegative Net Change RNMBYPositive Net Change