Month: February 2026
Trump insists trade deals safe after Supreme Court ruling upends tariff authority, but partners aren’t so sure
President Donald Trump walks past Supreme Court Chief Justice John Roberts, Associate Justice Elena Kagan, Associate Justice Brent Kavanaugh and Associate Justice Mary Coney Barrett as he arrives for the State of the Union address during a Joint Session of Congress at the U.S. Capitol on Feb. 24, 2026, in Washington, D.C. Win Mcnamee | […]
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South Korea central bank holds rates, adopts dot-plot path signalling extended pause
SEOUL, SOUTH KOREA – 2025/05/07: General view of the headquarters of the Bank of Korea in central Seoul. The Bank of Korea (BOK) is the central bank of South Korea and the institution that issues the Korean won. It was founded on June 12, 1950 in Seoul. (Photo by Kim Jae-Hwan/SOPA Images/LightRocket via Getty Images) […]
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Asia tech stocks rally as Nvidia earnings soothe AI slowdown fears
Cheng Xin | Getty Images News | Getty Images Asian tech stocks rallied in early trading on Thursday as stronger-than-expected results from Nvidia eased concerns that momentum in artificial intelligence sector was cooling. Shares of South Korean chipmaking giants Samsung Electronics and SK Hynix jumped in early trade. SK Hynix, which is a key supplier […]
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Japan’s Nikkei 225 crosses 59,000 first the first time as central bank board picks fuel ‘Takaichi trade’
South Korea’s central bank raised its key interest rate by a quarter-percentage point as expected on Thursday, in a bid to contain inflation and prevent capital outflows as the U.S. Federal Reserve gears up for more hikes. Jung Yeon-je | Afp | Getty Images Japan’s Nikkei 225 hit another record Thursday fueled by “Takaichi trade,” […]
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Nvidia’s forecast points to accelerating growth, as Vera Rubin starts hitting market
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on Tuesday, Jan. 6, 2026. Siemens and Nvidia announced an expansion of their strategic partnership to develop industrial and physical AI solutions to bring AI-driven innovation to industrial workflow. Photographer: Bridget Bennett/Bloomberg via Getty Images Bloomberg […]
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Watch CNBC’s full interview with Nvidia CEO Jensen Huang after earnings and guidance beat
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Nvidia CEO Jensen Huang discussed the company’s earnings and revenue guidance with CNBC’s Becky Quick. He also shared his views about the rise of agentic systems in various industries and argued that AI will complement, not replace, existing software tools, predicting increased […]
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Nvidia keeps the AI party alive with a booming quarter and even better outlook
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip giant’s outlook for the current quarter, in a sign the AI boom continues apace. Revenue in the company’s fiscal 2026 fourth quarter increased 73% year over year to $68.13 billion, outpacing the $66.2 billion the Street was […]
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Nvidia’s Huang says any Pentagon–Anthropic rift is ‘not the end of the world’
Nvidia CEO Jensen Huang speaks during the 2026 CES event in Las Vegas, Jan. 6, 2026. Bridget Bennett | Bloomberg | Getty Images Nvidia CEO Jensen Huang said Wednesday that the dispute between the U.S. Defense Department and Anthropic is “not the end of the world.” His comments come after U.S. Defense Secretary Pete Hegseth […]
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AI disruption didn’t show up in Salesforce results. But the fears are hard to shake
Salesforce on Wednesday evening delivered better-than-expected 2026 fourth-quarter results as its Agentforce artificial intelligence platform became increasingly embedded across the business. However, the stock dropped in after-hours trading as investors remained anxious about the potential of AI disrupting traditional enterprise software companies. Revenue in the quarter ended Jan. 31 rose 12% year over year to […]
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Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies
Nvidia CEO Jensen Huang delivers a keynote address at the Consumer Electronics Show in Las Vegas, Nevada, on Jan. 6, 2025. Patrick T. Fallon | Afp | Getty Images Nvidia CEO Jensen Huang said Wednesday markets have miscalculated the AI threat to software companies in an interview hours after the chip behemoth issued an upbeat […]
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