December 12, 2025 8:16 am
Key Moments Taiwan’s benchmark stock index is projected by some investors to reach 30,000 points in 2026 following a multi-year AI-driven surge. Despite concerns over an AI bubble globally, Taiwan’s market trades at a price-to-earnings ratio of 21, below the Nasdaq and Nikkei, according to analysts cited in the article. Foreign investors have been net […]
Read moreDecember 12, 2025 7:29 am
Key Moments Mizuho raised its price target on Broadcom Inc (NASDAQ:AVGO) to $450 from $410 while maintaining an “Outperform” rating. Broadcom guided January-quarter revenue to about $19.1 billion, with expected AI sales of approximately $8.2 billion, up about 26% quarter-on-quarter. The company’s total backlog increased to $162 billion, including $73 billion tied to AI, supported […]
Read moreDecember 11, 2025 2:55 pm
Key Moments Walt Disney will invest $1 billion in OpenAI as part of a new partnership. A three-year licensing deal will let Sora generate user-prompted videos using over 200 Disney, Marvel, Pixar, and Star Wars characters. Disney will adopt OpenAI’s APIs and deploy ChatGPT internally, making it a major OpenAI customer. Disney Deepens AI Push […]
Read moreDecember 11, 2025 2:34 pm
Key Moments Morgan Stanley reaffirmed its Overweight rating on Meta Platforms and maintained a $750 price target, with a $1,000 bull-case scenario. The bank highlighted three core 2026 catalysts: higher revenue revisions, greater clarity on operating expenses, and monetization potential from Meta’s Superintelligence team. Meta’s P/E multiple has retreated from about 28x earlier this year […]
Read moreDecember 11, 2025 2:17 pm
Key Moments Lukoil now favors a cashless swap proposal from U.S. bank Xtellus Partners for its $22 billion global asset portfolio, two sources said. The U.S. Treasury extended the deadline for Lukoil’s asset sale to January 17 after sanctions hit Lukoil and Rosneft. The Xtellus bid uses a securities exchange, which makes the deal more […]
Read moreDecember 11, 2025 1:21 pm
Key Moments Bank of America reaffirmed Nvidia as its top semiconductor pick, reiterating a Buy rating and a $275 price target following a “positive” investor relations meeting. BofA cited Nvidia’s GPUs as a full generation ahead of rivals, pointing to the transition from Hopper-based models to the upcoming Blackwell platform, which is described as “10x–15x […]
Read moreDecember 11, 2025 11:16 am
Key Moments JPMorgan Asset Management expects profit growth and attractive valuations to support equity opportunities outside the U.S. Portfolio managers highlight Taiwan, South Korea, China, and Hong Kong as key markets. SK Hynix (KS:000660) and Samsung Electronics (KS:005930) trade at relatively lower valuations. The firm remains positive on risk assets heading into 2026. It does […]
Read moreDecember 11, 2025 9:10 am
Key Moments FTSE 100 slipped 0.02% at 0818 GMT, while GBP/USD declined 0.1% to above 1.33. RICS survey indicated all near-term UK housing market indicators turned negative in November. FirstGroup PLC and Workspace Group PLC each announced targeted portfolio moves in the UK. Broad Market Overview Investing.com — London equities traded essentially unchanged on Thursday, […]
Read moreDecember 11, 2025 7:54 am
Key Moments Oracle shares opened almost 12% lower in Frankfurt, mirroring U.S. after-hours declines. The company projected sales and profit below analyst expectations. Oracle said spending would rise by $15 billion versus earlier estimates, reflecting heavier AI cloud investments. European Trading Mirrors U.S. After-Hours Weakness On Dec 11, Oracle shares opened nearly 12% lower in […]
Read moreDecember 10, 2025 3:21 pm
Key Moments TD Cowen reiterated a Buy rating on Boeing with a $240 price target. The firm named the stock one of its Best Ideas for 2026. The firm projects Boeing’s free cash flow rising from $2.8 billion in 2026 to $7.7 billion in 2027 and $11.7 billion in 2028. These figures exclude Spirit AeroSystems […]
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