Markets

Strategic signals reveal how and why capital moves. We decode macro trends, policy shifts, and valuation cycles shaping global tech positioning.

Todd McKinnon, chief executive officer of Okta Inc., during a Bloomberg Television interview, in London, UK, on Friday, April 11, 2025.

Okta Raises Guidance as Enterprise Security Demand Accelerates

Cybersecurity provider Okta surpasses Wall Street expectations with 15% revenue growth as enterprise security demand accelerates

Tech IconsSep 12, 2025CybersecurityEarningsEnterprise Software

An electronic quotation board displays the Nikkei Stock Average closing price at 44,372 yen, marking a new record high, on the Tokyo Stock Exchange in Tokyo on September 11, 2025 / (Photo by KAZUHIRO NOGI / AFP via Getty Images

Asian Markets Rally as SK Hynix AI Chip Boosts Tech Stocks

Semiconductor stocks propel Asian markets higher as SK Hynix advances AI chip technology amid Fed rate cut expectations

Tech IconsSep 12, 2025Asian MarketsGlobal MarketsNikkei 225

Christine Lagarde at press conference — ECB President confirms rate hold decision.

ECB Holds Interest Rates at 2% as Inflation Hits Target

European Central Bank maintains steady borrowing costs as tech companies benefit from stable financing conditions in recovering eurozone

Tech IconsSep 11, 2025Central BanksECBMonetary Policy

Server racks and GPUs — Oracle expands AI infrastructure with Nvidia-powered data centers.

Oracle Stock Soars 40% as AI Cloud Backlog Hits $455 Billion

Oracle cloud computing revenue surges amid unprecedented AI infrastructure deals with tech giants like OpenAI and Meta

Tech IconsSep 10, 2025AI InfrastructureCloud BacklogEnterprise AI

Capital View

UBS Sees €1.2T Shift From U.S. to European Stocks as Valuation Gap Widens

UBS Forecasts €1.2T Capital Shift from U.S. to European Equities

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The New York Stock Exchange in New York, United States

US Stock Futures Edge Higher as Fed Rate Cut Odds Rise

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Broadcom Secures $10B AI Chip Order as Q3 Revenue Surges

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US President Donald Trump and First Lady Melania Trump host tech leaders for a dinner in the State Dining Room of the White House in Washington, DC, on September 4, 2025.

White House AI Summit Brings Together Trump and Tech Leaders

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Figma Inc. signage during the company's initial public offering (IPO) at the New York Stock Exchange (NYSE) in New York, US, on Thursday, July 31, 2025

Figma’s First Earnings Report Shows AI Expansion, $56B Valuation

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A display showing the German Stock Market Index DAX is pictured at the stock exchange in Frankfurt, western Germany,

European Stocks Surge as Tariff Battle Reaches Supreme Court

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OPEC Oil Surge Threatens Prices as Global Oversupply Builds

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Goldman Sachs Group signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Thursday, July 24, 2025. Accelerant Holdings' shares surged over 30% in its public debut after the company and some of its backers raised $724 million in an upsized US initial public offering, the latest insurance-related listing to meet with strong demand. Photographer: Michael Nagle/Bloomberg via Getty Images

Goldman Sachs Initiates Telecom Coverage, Awards Buy Ratings

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Okta Raises Guidance as Enterprise Security Demand Accelerates

JPMorgan’s $50B Private Credit Push Tests Financial Stability

China Curbs Nvidia H20; $23B at Risk as 15% U.S. Cut Bites

European Markets Rally as US-China Extend Tariff Truce

US Banks Move Into Crypto: Custody, Trading, Tokenization

Three 48MP Fusion cameras — Main, Ultra Wide, and an all-new Telephoto — offer the equivalent of eight lenses. Three iPhone 17 Pro devices show the new colour lineup. iPhone 17 Pro and iPhone 17 Pro Max will be available in three stunning finishes: an elegant deep blue, a bold cosmic orange, and a refined silver.

Apple Unveils iPhone 17 Series With Ultra-Thin Air and Pro Models

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Digital self-expression on Roblox

Roblox Hits 47.4 M Users as Safety Lawsuit Clouds Profit Outlook

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ESPN Streaming Service Debuts at $29.99 as Disney Targets Cord-Cutting Sports Fans

Disney Launches ESPN Streaming App at $29.99 for Sports Fans

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