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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JPMorgan thinks Kospi’s torrid AI rally could have another 25% or more to run
Investment banks are scrambling to raise targets for South Korea’s benchmark index as a blistering artificial-intelligence rally powered by semiconductor giants shows little sign of slowing, with JPMorgan now projecting the Kospi could climb another 25% or more. The bank on Monday raised its bull-case target for the Kospi to 10,000 from 9,000, implying gains […]
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CNBC Daily Open: Political pressure cooker week
U.K. Prime Minister Keir Starmer leaves Downing Street on February 02, 2026 in London, United Kingdom. Alishia Abodunde | Getty Images News | Getty Images Hello, this is Katie Foley writing to you from London. Welcome to another edition of CNBC’s Daily Open. Three world leaders, three pressure-cooker situations. This week is shaping up to […]
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European markets set to open in mixed territory as Iran’s peace talks stall
Traders work on the floor of the New York Stock Exchange (NYSE) on May 6, 2026 in New York City. Spencer Platt | Getty Images LONDON — European stocks are expected to open in mixed territory on Monday as investors digest the latest impasse in peace negotiations between the U.S. and Iran. The U.K.’s FTSE […]
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