Economy

ARM's record quarterly revenue couldn't prevent a 7% stock drop as licensing revenue missed estimates and Qualcomm's memory shortage warning highlighted smartphone market risks

Sony beats profit expectations but faces a looming DRAM shortage that could reshape the gaming industry. What happens when AI demand collides with console manufacturing?

TSMC shifts strategy to produce advanced 3nm AI chips at its second Japan plant. A deeper look at the geopolitical chess game reshaping global semiconductor supply chains.

Alphabet signals 2026 capital spending could double as cloud business booms. With AI infrastructure costs soaring, is this growth strategy or desperation?

Bitcoin drops toward $70,000 as on-chain data reveals structural weakness. US ETF outflows and negative Coinbase premium indicate fading institutional demand.

ECB maintains rate pause despite market volatility, raising questions about central bank communication and market expectations in uncertain times.

Cloud software stocks are plummeting 20-40% as AI fears grip the market. But are investors overreacting, or is this the beginning of the end for traditional software?

Alphabet beats earnings expectations with cloud revenue surging 48%, yet investors worry about massive AI spending plans. Here's why Wall Street isn't celebrating.

New survey reveals how dopamine-driven purchases are derailing financial goals for nearly half of Americans, despite knowing the consequences.

Youth-led protests in Nepal triggered early elections in March, challenging decades-old political establishment. A new generation tests whether idealism can translate into governance.

CFTC withdraws Biden-era ban on political prediction markets, calling previous policy a 'frolic.' Kalshi and Polymarket see new opportunities as crypto-prediction boundaries blur.

Fed Governor Cook's description of policy rates as 'ever so mildly restrictive' sends subtle but significant signals to global markets and investors.