Type: research

HSBC Identifies 10 'Forgotten Gems' in Asia for Investors Seeking Alternatives to AI Stocks

05/20/2026, 03:32 AM economy research

HSBC has identified ten lesser-known Asian companies, referred to as 'forgotten gems,' that present strong investment opportunities amid the concentrated rally in AI stocks, which has raised concerns about market risks.

Goldman Sachs Strategist Tim Moe Highlights North-South Divide in Asian Markets Driven by AI and Energy Resilience

05/20/2026, 01:31 AM research ai finance

North Asian markets are significantly outperforming their South Asian counterparts due to better energy resilience, fiscal strength, and advancements in AI technology, according to Goldman Sachs strategist Tim Moe. This divergence highlights the varying economic conditions and investment opportunities across the continent.

Bank of America Warns Investors of Potential Stock Market Exit as Cash Levels Drop to 3.9%

05/19/2026, 04:33 PM business research finance semiconductors

A recent Bank of America Securities report indicates that declining cash levels among investors could signal a potential market pullback, suggesting that traders may soon exhaust their buying power amid ongoing market risks.

S&P 500 Futures Remain Steady Following Consecutive Losses Amid Technology Sector Layoffs

05/18/2026, 11:35 PM research finance ai

Bank of America highlights that the significant layoffs in the technology sector could hinder U.S. economic growth, particularly affecting consumer spending, as many of those laid off are skilled professionals.

Investors Encouraged to Adopt a 'Total Portfolio Approach' to Enhance 60/40 Portfolio Strategy Amid Market Volatility

05/18/2026, 07:32 PM investing research

Investors are encouraged to reconsider the traditional 60/40 portfolio allocation in light of recent market performance, with a shift towards a 'total portfolio approach' that emphasizes risk management and diversification.

High Energy Prices Threaten Europe’s AI Ambitions Against U.S. and China

05/18/2026, 05:33 AM economy research ai energy

Europe is striving to become a leader in artificial intelligence (AI) to compete with the U.S.

Geopolitical Tensions in Iran Prompt Bond Market Concerns Over Inflation and Rising Yields

05/16/2026, 02:32 PM politics research finance energy

Don't look now, but the pain from high energy prices might be about to bite Americans twice.

AI Chip Rally Surpasses Historical Market Milestones, Raising Concerns of a Bubble

05/15/2026, 05:32 PM research ai software

The recent surge in artificial intelligence (AI) stocks has reached unprecedented levels, with the SOX semiconductor index now 62% above its 200-day moving average.

Financial Planner Cody Garrett Discusses the 'Survivor’s Penalty' and Its Impact on Retirees After a Spouse’s Death

05/15/2026, 02:32 PM business research

Retirees often face various financial concerns, particularly regarding how inflation, longevity, and market fluctuations might affect their savings.

Jim Cramer Advises Investors to Exercise Selectivity Amid AI Semiconductor Rally

05/14/2026, 11:31 PM economy research ai semiconductors

Jim Cramer, a prominent financial commentator, emphasized the need for investors to be more selective in the current semiconductor market, particularly in light of the recent IPO of Cerebras, a chipmaker specializing in artificial intelligence workloads.