May 10, 2024
Investors

Should stock-market investors stop worrying about the Fed and just keep loving AI?

It might seem at times that investors care more about Jensen Huang than Federal Reserve Chair Jerome Powell. Huang is the longtime CEO of chip maker Nvidia Corp. NVDA , which stole the show last week by blowing away already lofty earnings expectations and leading stocks to new rounds of all-time highs, even as nagging

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Investors

Taiwan’s elections: Here’s what investors should watch

This Saturday, Taiwan will head to the polls, in elections that will be closely watched by investors, due to the self-governing territory’s outsized role in the global economy as the biggest semiconductor manufacturer in the world.  For voters, the choice between the three candidates – representing the center-left Democratic Progressive Party (DPP), the center right

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Investors

Why stock-market investors will remain at mercy of shifting rate-cut expectations

Stock investors have gotten off to a wobbly start to the new year, hobbled by shifting expectations on the timing and extent of Federal Reserve interest-rate cuts in 2024. All three major U.S. stock indexes snapped a nine-week winning streak on Friday, after unexpectedly strong December job gains prompted traders to briefly pull back on

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