Much to absorb in this data-heavy week

Much to absorb in this data-heavy week

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AI earnings upset the applecart

Chip stocks lifted US stock markets, helping them to close higher on Wednesday, but Alphabet and Samsung's earnings have since dampened investors' enthusiasm. The Bank of Canada raised rates by 25 basis points whilst the Fed stayed on hold. Today it's Europe's turn and the ECB is ...  Show more

AI optimism returns as central banks and hyperscalers take centre stage

Anthropic’s IPO filing has reignited enthusiasm for the technology and semiconductor sectors, providing fresh momentum for the broader AI ecosystem ahead of earnings releases from Microsoft and Alphabet after the US market close today. Meanwhile, government bond yields are edging ...  Show more

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