As the global semiconductor supply chain gets more local, Goldman names the stocks that could benefit.
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Goldman Sachs picks its top chip stocks to play a new supply chain trend — including one it says has upside of over 60%
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European markets start the new trading month higher
An aerial view of the Shard on June 28, 2012 in London, England. Greg Fonne/Getty Images LONDON — European stocks opened the new trading week — and month — on a positive note ahead of a busy week of central bank decisions and earnings. The pan-European Stoxx 600 opened just above the flatline. The U.K.’s […]
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Stocks are defying gravity — but investors say these triggers could spark a ‘sizeable’ correction
Global stock markets are soaring, with U.S. indexes continuing to rally and the Stoxx Europe 600 , FTSE 100 and Spain’s IBEX all hitting record highs last week. But some investors are now warning that a wave of rising risks — from weaker consumer spending to faltering earnings growth and a potential bond market revolt […]
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The global critical minerals race is heating up — and rare earths stocks are skyrocketing
A wheel loader takes ore to a crusher at the MP Materials rare earth mine in Mountain Pass, California, U.S. January 30, 2020. Steve Marcus | Reuters The emergence of critical minerals as a new arena of geopolitical competition has coincided with a dizzying rally in U.S.-listed rare earths mining stocks. Despite paring gains in […]
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