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Markets

Goldman Sachs flags widening North–South gap in Asia as AI and energy security drive market leadership

Goldman Sachs says North Asian stocks are outpacing South and Southeast Asia as AI supply chains and stronger fiscal space support earnings resilience, while energy import costs pressure southern markets.

May 23, 2026 | 144

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Markets

Tech leadership rotates: semiconductors and AI infrastructure overtake software in markets

A shift in market leadership is pushing semiconductors and AI infrastructure ahead of software, reshaping earnings drivers, sector allocation, and risk profiles for investors.

May 23, 2026 | 268

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Markets

Bezos rebuts ‘buy, borrow, die’ narrative, reigniting debate on billionaire taxes and markets

Jeff Bezos pushed back on the popular ‘buy, borrow, die’ storyline, sharpening the policy and market discussion around how ultra-wealthy founders finance spending and manage taxes without selling stock.

May 23, 2026 | 185

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Markets

Global capital tilts toward the U.S. as AI spending surges, testing India’s investment magnetism

AI-led capex and policy tailwinds are drawing funds toward U.S. markets, pressuring India’s positioning even as growth stays strong. Here’s what changed, what it means for investors, and the risks to watch.

May 23, 2026 | 161

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Markets

SoftBank rallies as Nvidia earnings reignite AI trade and lift Arm-linked bets

SoftBank Group shares jumped more than 16% after Nvidia’s latest earnings reinforced demand for AI infrastructure, spotlighting SoftBank’s majority stake in Arm and ripple effects across Japan’s tech-heavy market.

May 23, 2026 | 159

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Markets

Wall Street futures ease after Nvidia beat as investors await Walmart results

U.S. equity futures dipped after Nvidia’s stronger-than-expected earnings, with attention turning to Walmart for a read on the consumer. Rates, inflation and Fed policy remain key context for stocks, ETFs and crypto sentiment.

May 23, 2026 | 168

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Markets

Japan’s core inflation cools to a multi-year low, easing pressure on BOJ tightening plans

April’s core CPI undershot forecasts and fell below March’s pace, signaling softer price momentum and complicating the case for near-term Bank of Japan rate hikes.

May 23, 2026 | 146

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Markets

Guzman y Gomez to close Chicago restaurants, exit U.S. as it refocuses on core growth

Australian fast-casual chain Guzman y Gomez will wind down its Chicago operations and exit the U.S. following a strategic review, shifting capital and management attention to higher-return markets.

May 23, 2026 | 171

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