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Semiconductor-Geopolitics

11
Feb

EverHint - Stock Market News — February 11, 2026 — Morning Update (last 12 hours, PST)

Jobs beat sparks rate-cut pullback; Kraft Heinz pauses split (-7%). Lyft -13% on growth miss. Moderna -7% on FDA flu shot rejection. CBA +8.4% on record earnings. ByteDance develops custom AI chip. European job cuts accelerate. Platinum miners surge on record prices.
10 min read
04
Feb

Stock Market News — February 4, 2026 — Breaking Developments (last 12 hours, Evening Update - Pacific Time)

Alphabet pulls ahead of OpenAI, capex to double. TSMC invests $17B in Japan 3nm. Qualcomm/Arm hit by memory shortage. Short sellers gain $24B on software rout. SpaceX seeks $1T IPO index entry. Sony beats, SoftBank drops 7%. Apple bucks tech selloff. Baidu $5B buyback.
9 min read