Wall Street Embraces ‘NACHO’ Trade as Oil Shock Bets Intensify
Traders are increasingly positioning around the so-called 'NACHO' trade, betting disruptions in the Strait of Hormuz and elevated oil prices will persist longer than markets expect.
Markets - Page 30
Stay on top of moves across global financial markets. This category brings together timely reporting and clear analysis on equities, commodities, futures & derivatives, foreign exchange, cryptoassets, ETFs and fixed income. We highlight market movers, earnings, policy shifts and liquidity trends, connecting headlines to price action and sentiment. Whether you trade intraday or invest for the long term, you’ll find context on volatility, macro drivers and sector rotations, plus quick rundowns of what matters before the open and after the close. Use Markets as your single hub to track risk, hedge exposures and spot opportunities across asset classes and regions.
Latest Markets News
SoftBank Shares Surge 16% as Tech Rally Pushes Nikkei to Record High
SoftBank shares jumped more than 16% as Japan’s technology-led rally pushed the Nikkei 225 to fresh record highs following the Golden Week holiday break.
Bank of America Warns SpaceX and Anthropic IPOs Could Signal Market Peak
Bank of America warned that potential IPOs from SpaceX and Anthropic, both valued above $1 trillion, may signal late-stage bull market conditions.
BlackRock’s Larry Fink Predicts Future Market for AI Computing Power
BlackRock CEO Larry Fink said growing shortages in AI infrastructure could eventually create a futures market for computing power, similar to oil or energy trading.
SpaceX Proposes $55 Billion Terafab Chip Plant in Texas With Intel, Tesla Backing
SpaceX plans a $55 billion semiconductor facility in Texas, with total investment potentially reaching $119 billion. The Terafab project targets AI, robotics, and data center chips.
Nvidia, Corning Strike Optical Fiber Deal to Power AI Data Center Boom
Nvidia and Corning announced a major optical fiber partnership to expand U.S. manufacturing, aiming to meet surging demand from AI data centers.
Uber Shares Jump 10% on Strong Bookings Outlook Despite $1.5 Billion Profit Hit
Uber shares rose after stronger-than-expected bookings guidance offset a $1.5 billion hit to net income from equity revaluations in Q1.
Intel Shares Hit Record High After 12% Surge on AI Demand and Apple Partnership Buzz
Intel stock jumped 12% to a record high, driven by AI chip optimism and reports of a potential Apple partnership. The rally has also boosted the...
KOSPI Hits Record High as AI-Driven Chip Boom Fuels 37% Surge in Just Over a Month
South Korea’s KOSPI index surged 37% in just 34 days to a record high, driven by booming global demand for AI semiconductors. The rally added roughly...
Musk Could Receive $158 Billion Tesla Pay Package, Boosting Path to Trillionaire Status
Elon Musk could receive a Tesla compensation package worth up to $158 billion, significantly increasing his wealth and pushing him closer to trillionaire status.
SanDisk Shares Hit Record High, Up Nearly 4,000% as AI Storage Demand Surges
SanDisk shares reached a new record high, rising nearly 4,000% over the past year as demand for AI data center storage continues to outpace supply.
Anthropic Eyes $50 Billion Funding Round at Up to $900 Billion Valuation
Anthropic is reportedly in talks to raise up to $50 billion at a valuation approaching $900 billion, reflecting surging demand for AI investments.