Apple, Nvidia vie for title of world’s most valuable company
Nvidia shares have underperformed in 2026 as Wall Street shifts to companies powering the infrastructure AI buildout.
Import prices post surprise gain as costs of goods from China hit highest since 2008
Import prices were up 0.3% for the month, as a drop in energy was more than offset by increases elsewhere.
The semiconductor trade tumbled this week. Why UBS and Barclays are still bullish
Some stress earnings growth for chipmakers and argue that the sector still has room to run to support the broader market.
U.S.-China AI feud sees ASML walk tightrope between sales and geopolitics
ASML is set to make around a fifth of its 2026 net sales from China, but geopolitical headwinds present a delicate situation.
Andy Burnham becomes UK Labour leader. Next stop — prime minister
Andy Burnham was elected leader of Britain’s governing Labour Party on Friday, the final step before becoming its seventh prime minister in a decade.
Goldman says Europe’s data center electricity demand boom could light up these stocks
Several of Goldman’s picks are tied to hopes for a revival in wind energy.
SpaceX stock has cratered nearly 23% since the company joined the Nasdaq-100
SpaceX’s stock plunged further on Friday, a day after it aborted a test flight for its Starship rocket at the last second.
Chinese AI has leveled up, and brought renewed focus on the open weight model shift
It’s the latest AI model from China to close the performance gap with leading U.S. AI labs.
Iran says civilian infrastructure hit by latest U.S. strikes, expands attacks to Syria, Bahrain
The escalating standoff comes as the fragile truce signed by the U.S. and Iran last month showed further signs of unravelling
Fighter jet maker Saab smashes expectations as CEO urges procurement rethink
European governments ramp up defense spending and book orders with the region’s companies.
