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German Foreign Minister: We will maintain close communication with the US government and Congress.
2026-11-04
German Foreign Minister: We will maintain close communication with the US government and Congress.
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2026-11-04
BERNSTEIN raises Apple (AAPL.O) PT to $380 from $370.
BERNSTEIN raises Apple (AAPL.O) PT to $380 from $370.
2026-11-04
Saxo Bank analyst Charu Chanana said a decisive Democratic win in the US midterms has intensified concerns about tighter regulation of big tech, stronger AI oversight and the prospect of reduced fiscal stimulus—placing extra downward pressure on Asia
Saxo Bank analyst Charu Chanana said a decisive Democratic win in the US midterms has intensified concerns about tighter regulation of big tech, stronger AI oversight and the prospect of reduced fiscal stimulus—placing extra downward pressure on Asian tech equities, notably Taiwan and South Korea where semiconductors have large index weights. She said weakness is spreading through the AI supply chain but underlying demand for advanced chips remains intact, suggesting a re-pricing of expectations rather than a breakdown of the AI growth story. Chanana warned there is scope for further declines and advised against indiscriminate dip-buying; she urged investors to separate firms that fund AI infrastructure from suppliers of critical technologies and said long-term investors can selectively add on weakness.
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