Back to top

emerging-markets: Archive

John Blank

Jobs & Inflation During the Iran Conflict: Global Week Ahead

For European Central Bank policymakers, the key question is how far higher energy prices are feeding into broader inflation.

MUPositive Net Change NVDAPositive Net Change MPCPositive Net Change LNVGYPositive Net Change TPRNegative Net Change

Shreya Majumder

ONDS Wins $110M in Q2 Orders: Can Its Defense Strategy Pay Off?

Ondas topped $110M in quarter-to-date orders and added $30M+ in May, as rising backlog and diversified defense programs fuel growth.

ONDSPositive Net Change DPROPositive Net Change UMACNegative Net Change

Shreya Majumder

Will Autonomous Agent Growth Accelerate CRWV's Data Center Utilization?

CoreWeave rolls out an agentic AI platform for continuous learning, targeting rising cloud demand as enterprises adopt autonomous AI systems

MSFTPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Shreya Majumder

Can Proliferating WaveLogic 6 Adoption Fuel Ciena's Top Line?

CIEN's WL6e powers 1 Tb/s submarine transmission in Southeast Asia as AI-driven network demand fuels customer growth and expansion.

NOKPositive Net Change CIENNegative Net Change ANETPositive Net Change

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.

WDCPositive Net Change STXPositive 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.

WDCPositive Net Change STXPositive 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.

KLACPositive Net Change AMATPositive 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 GSPositive Net Change CPositive Net Change GEPositive Net Change BXNegative Net Change QCOMNegative Net Change AAPLNegative Net Change BLKNegative Net Change NVDAPositive 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 SUPositive 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.

INTCNegative Net Change MPPositive Net Change