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emerging-markets: Archive

Shreya Majumder

TTD Banks on Kokai's Widespread Adoption: Path to Greater Monetization?

The Trade Desk's Kokai platform, powered by AI, is driving faster client spend, strong adoption and double-digit revenue growth.

TTDPositive Net Change MGNIPositive Net Change TBLAPositive Net Change

Zacks Equity Research

CRUS, GlobalFoundries Deepen Alliance on Next-Gen Chip Technologies

Cirrus Logic deepens its GlobalFoundries partnership, advancing BCD and GaN technologies to power growth in electronics and autos.

JBLPositive Net Change CRUSPositive Net Change UIPositive Net Change GFSPositive Net Change

John Blank

Has Stagflation Arrived in the USA? Global Week Ahead

About 60% of global investors surveyed by Bank of America think U.S. stagflation could be the dominant global market regime within three months.

DEPositive Net Change WTSPositive Net Change AWIPositive Net Change TPRPositive Net Change LEVIPositive Net Change

John Blank

An August Trading Lull? Global Week Ahead

After the nonfarm payroll print, this week looks fairly quiet on the macro data front. It is the summer holiday period of August in the Western Hemisphere.

CATPositive Net Change MCDPositive Net Change THCPositive Net Change DISPositive Net Change ALLEPositive Net Change GMABPositive Net Change

Zacks Equity Research

Iridium Falls 22% on Q2 Earnings Miss & Lowered View, Revenues Up Y/Y

IRDM plunges 22% on Q2 2025 EPS miss and trimmed 2025 service revenue forecast, despite higher total revenues.

AMXPositive Net Change SAPPositive Net Change IRDMPositive Net Change BBPositive Net Change

Shreya Majumder

Nebius Races Ahead in AI Infra Space With Strong Customer Engagement

NBIS sees strong AI cloud demand, lands Israel's national supercomputer project and targets up to $1B in run-rate by 2025.

MSFTPositive Net Change NBISPositive Net Change CRWVPositive Net Change

John Blank

Q2 Earnings Season Ramps Up: Global Week Ahead

U.S. corporate earnings season kicks into high gear with market heavyweights Alphabet (GOOGL) and Tesla (TSLA) leading the charge.

IBMPositive Net Change KONegative Net Change PMNegative Net Change NTRSPositive Net Change TSLAPositive Net Change ICAGYPositive Net Change GELYYNo Net Change GOOGLPositive Net Change

Shreya Majumder

CRDO Eyes Growth: Will Retimer Business Fuel its Revenue Engine?

Credo's PCIe Retimers gain traction in AI clusters, with design wins, demos and 85% total revenue growth expected in FY26.

AVGOPositive Net Change CRDOPositive Net Change ALABPositive Net Change

Shreya Majumder

The Trade Desk Stock Climbs Higher on S&P 500 Debut as ANSYS Drops Out

TTD jumps 6.6% as it joins the S&P 500. The company expects CTV growth, Kokai demand and global ad trends to fuel momentum.

AMZNPositive Net Change SNPSPositive Net Change GOOGLPositive Net Change TTDPositive Net Change

Zacks Equity Research

SLP's Q3 Earnings Top, Sales Up Y/Y, Stock Gains Despite Lowered View

Simulation Plus' fiscal Q3 2025 earnings surge 67% on Pro-ficiency gains, but a cut in 2025 outlook shows hurdles in biosimulation and services.

FASTPositive Net Change SLPPositive Net Change BBPositive Net Change LEVIPositive Net Change

Zacks Equity Research

TELNY Acquires GlobalConnect's Norwegian Consumer Unit for NOK 6B

Telenor's NOK 6B deal to buy GlobalConnect's fibre business boosts its market share to 29% and fuels long-term digital growth in Norway.

CTSHPositive Net Change NTGRPositive Net Change TELNYPositive Net Change UIPositive Net Change

Zacks Equity Research

Mastercard's Fintech Ties in Emerging Markets: Bold Move or Risky Bet?

MA deepens fintech ties across emerging markets, chasing digital growth while navigating complex regional risks.

MAPositive Net Change VPositive Net Change PYPLPositive Net Change

John Blank

New U.S. Trade Deals, or Not? Global Week Ahead

Investors await President Trump's July 9th deadline for trade partners to strike deals on tariffs with a degree of equanimity. What happens beyond that has the power to stir up more volatility and uncertainty.

VEOEYPositive Net Change ADRNYNegative Net Change JAPSYPositive Net Change

Zacks Equity Research

FRSH Streamlines EX Management With AI-Powered Freshservice Journeys

Freshworks launches Freshservice Journeys to streamline IT, HR and facilities workflows, driving employee engagement and enterprise growth.

ANETPositive Net Change FRSHPositive Net Change UIPositive Net Change

John Blank

First Half of 2025 Is Over! Global Week Ahead

Even the most grizzled of traders have been shocked by the rodeo ride. Some describe it as a once-in-a-generation "great rotation."

BACPositive Net Change WFCPositive Net Change JPMPositive Net Change ROKPositive Net Change CHTRPositive Net Change JBLPositive Net Change PAYCPositive Net Change

Shreya Majumder

Will CRWV's Platform Upgrades Help it Take the Lead in the AI Race?

CoreWeave unveils new AI cloud software suite and next-gen infrastructure to scale amid booming global AI demand.

MSFTPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Yashwardhan Jain

Momentum Builds for Emerging Market: ETFs in Focus

Emerging markets are drawing billions in fresh inflows as U.S. debt fears, tariffs and inflation shake investor confidence.

EEMPositive Net Change IEMGPositive Net Change VWOPositive Net Change ILFPositive Net Change SPEMPositive Net Change FLLAPositive Net Change AVEMPositive Net Change

John Blank

Stocks of Top U.S. Importers and Exporters: Zacks June 2025 Strategy

This month marks the start of summer trading. John Blank's stock strategy team at Zacks pulled together the major large-cap U.S. stocks facing 2025 tariff headwinds.

ELSTNo Net Change CABGYPositive Net Change ALIZYPositive Net Change

John Blank

The May U.S. Job Addition Consensus Looks OK: Global Week Ahead

The May U.S. jobs report will provide key insight into the state of the economy heading into another bout of trade turbulence.

FOXPositive Net Change CABGYPositive Net Change FTSNegative Net Change

John Blank

May U.S. Job Addition Consensus Looks OK: Global Week Ahead

Friday's report is expected to show the economy created 130,000 new jobs, according to a Reuters poll, down from a higher-than-expected 177,000 in April.

FOXPositive Net Change CABGYPositive Net Change FTSNegative Net Change

John Blank

NVIDIA Q1 Earnings Closes the Season: Global Week Ahead

Chip behemoth??Nvidia (NVDA) is closing the U.S. earnings season. Also, investors digest the appearance of the bond vigilantes, in the usually rather sedate corner of long-term government debt.

NVDAPositive Net Change AXAHYNegative Net Change APPPositive Net Change RACEPositive Net Change

John Blank

Big-Box Retailers Supply Earnings: Global Week Ahead

U.S. shelves may not be empty at Christmas, after all. But trade tensions have not disappeared. They have merely receded.

FRFHFPositive Net Change ADRNYNegative Net Change AMADYPositive Net Change

Mark Vickery

Markets Mostly Up on Mid-East Wheeling, Dealing

With President Trump continuing his tour through the Middle East, we're seeing a plethora of deals being made there with American corporations.

BAPositive Net Change AMDPositive Net Change CSCOPositive Net Change NVDAPositive Net Change TTWOPositive Net Change AMATPositive Net Change COINPositive Net Change METAPositive Net Change CAVAPositive Net Change

Sweta Killa

Should You Buy the Dip in India ETFs Amid Pakistan Tensions?

India stocks and ETFs experienced sharp declines as geopolitical tensions with Pakistan intensified.

EPIPositive Net Change INDAPositive Net Change PINNegative Net Change INDYNegative Net Change DGINPositive Net Change

John Blank

A Fed Meeting Clarifies the Outlook: Global Week Ahead

The Fed's policy meeting follows data showing a contraction in first-quarter U.S. GDP and pressure from the president on the central bank to cut interest rates.

AVGOPositive Net Change CNCPositive Net Change DANOYPositive Net Change