TSMC’s US stock trades at a 25% premium over its Taiwan listing, driven by AI-fueled demand. Is this a lucrative arbitrage opportunity or a risky bet given persistent demand and trading complexities?
TSMC’s US-Taiwan Stock Price Gap Widens: An Arbitrage Opportunity or a Risky Bet? Read More »
Key inflation data and major bank earnings will dominate market focus this week. CPI data released Wednesday will be crucial as investors watch for signs that inflation is cooling towards the Fed’s 2% target.
Economic Data and Corporate Earnings to Dominate Market Focus Read More »
US stocks saw mixed results after Christmas, pausing the “Santa Claus” rally. While the Dow edged up, the S&P 500 and Nasdaq dipped, with mixed jobless claims data adding to market uncertainty.
Santa Claus Rally Pauses as US Stock Market Sees Mixed Results Read More »
Trump’s return sparked market moves, with executive orders on energy, climate, and inflation. Tech leaders attended his inauguration, while Netflix earnings and Apple’s China sales decline drew attention.
Market Movers: Trump’s Return and Big Tech’s Inauguration Presence Read More »
Government shutdown fears and rising inflation weigh on US stock futures, while Novo Nordisk plunges on disappointing drug trial results. FedEx stock soars on a planned Freight unit spin-off, but Nike dips despite positive earnings.
5 Key Market Movers Before the Stock Market Opens on December 20, 2024 Read More »
US bond market signals potential equity overvaluation: S&P 500 earnings yield is at its lowest vs. Treasury and BBB corporate bond yields since 2002 and 2008, respectively, raising market sustainability concerns.
Bond Market Signals Overvaluation in Equities: A Hyperloop Capital Insights Perspective Read More »
High-growth tech stocks surged in early 2025 as investors embraced risk, boosting unprofitable and shorted companies. While positive news fueled the rally, economic uncertainties and high valuations raise questions about its sustainability.
Risk-On Rally Propels High-Growth Tech Stocks as Investors Embrace 2025 Read More »
Market reactions to a hypothetical second Trump term reveal investor anticipation of policy shifts. Executive orders targeting sectors from tech and pharma to Chinese markets drive optimism and apprehension, creating uncertainty.
Hyperloop Capital Insights: Analyzing Market Reactions to a Potential Second Trump Term Read More »
Braze (BRZE) reports Q3 earnings tomorrow. Analysts expect revenue growth of 19.5% YoY to $148.2M, following a strong Q2 beat. Can Braze maintain momentum amidst a competitive market?
US Treasury yields near 5% as Trump’s inauguration approaches, fueled by inflation and deficit fears. Options traders bet on further yield surges, while some investors see opportunity amid the market volatility.
