Qualcomm, Arm smash Q4 targets but shares down in late trading

Qualcomm, Arm smash Q4 targets but shares down in late trading

Chip manufacturers Qualcomm and Arm both top Q4 expectations after the bell but A.I. capex concerns push shares down. The Nissan-Honda merger is reportedly in jeopardy as Nissan shareholders’ “growing differences” could now potentially lead to the $58bn deal being scrapped. Société Générale enjoys a doubling of Q4 profits helped by a rebound in its retail banking arm. The French lender’s FY revenue tops targets and is also promising a share buyback. France’s new government survives two no-confidence votes in the Assemblée Nationale which will now allow Prime Minister Francois Bayrou to pass the country’s delayed budget. And in the UK, the Bank of England is expected to cut interest rates by a quarter point as well as issue a potential growth forecast downgrade.

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Jaksot(1823)

Tech sell-off resumes, BOE holds rates steady in tight call

Tech sell-off resumes, BOE holds rates steady in tight call

The global tech sell-off resumes on persistent A.I. valuation and central bank policy fears. The Bank of England held rates steady at 4.00% yesterday in a tight 5-4 split. BOE Governor Andrew Bailey t...

7 Marras 202526min

Global stocks stabilise as valuation fears abate, SCOTUS and BOE rate decision in focus

Global stocks stabilise as valuation fears abate, SCOTUS and BOE rate decision in focus

Global markets stabilize following the valuation-fueled tech rout, though the outlook for A.I. adoption remains mixed. In the U.S., the Supreme Court is hearing arguments over the legality of Presiden...

6 Marras 202526min

Global tech sell-off continues as investors question A.I. stock valuations

Global tech sell-off continues as investors question A.I. stock valuations

Global markets are in the red as concerns mount over A.I. stocks being over-valued, prompting a tech sell-off. In the U.S., Democrats record wins in key gubernatorial races in Virginia and New Jersey ...

5 Marras 202529min

UK's Reeves prepares tax hikes ahead of Budget

UK's Reeves prepares tax hikes ahead of Budget

UK Chancellor of the Exchequer Rachel Reeves signals a slew of tax hikes in her upcoming budget while Prime Minister Sir Keir Starmer has warned MPs in the House Of Commons of the need to make ‘tough ...

4 Marras 202526min

China-U.S. trade tensions ease

China-U.S. trade tensions ease

China relaxes restrictions on rare earth exports and stops investigations into the chip sector following last week’s trade agreement with the U.S. President Trump signals continued opposition to expor...

3 Marras 202527min

Nvidia lines up major chip deals with ROK titans

Nvidia lines up major chip deals with ROK titans

Nvidia announces a slew of deals with major South Korean firms involving more than 250,000 Blackwell A.I. chips with CEO Jensen Huang due to address the APEC summit in Gyeongju. Apple posts a Q3 beat ...

31 Loka 202526min

Trump hails "12/10" trade talks with Xi

Trump hails "12/10" trade talks with Xi

President Trump slashes tariffs on China to 47 per cent following a “12 out of 10 meeting” with his Chinese counterpart Xi Jinping in the South Korean city of Busan. Trump said that all rare earth res...

30 Loka 202526min

UBS posts 47% pre-tax profit beat

UBS posts 47% pre-tax profit beat

UBS posts a pre-tax quarterly profit surge of 47 per cent. We hear from CEO Sergio Ermotti who shrugs off concerns about credit stress. President Trump lands in South Korea where he is due to meet wit...

29 Loka 202527min

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