Category: Latest News

Chip equipment manufacturers are facing rising challenges in China, where local competitors are gaining traction and demand patterns are beginning to shift, Barclays analysts warned. The bank now projects a 5% decline in China’s wafer front-end (WFE) spending for 2025, followed by a 5% rebound in 2026. However, the outlook appears less favorable for Western…

Amazon Web Services (AWS) (NASDAQ:AMZN) could experience growth above 20% in 2026 as the company expands capacity to meet increasing demand, according to Morgan Stanley. In an updated analysis of capital expenditures and projected data center space, the bank’s analysts said they now have “more conviction that AWS growth has the potential to accelerate to…

UBS anticipates global airline profits will expand in the mid-single digits next year, with net earnings projected to rise from $32 billion in 2024 to $35 billion, based on IATA’s forecasts. The bank expects passenger traffic to grow 6.5% in 2025, slightly above IATA’s 5.8% projection, with year-to-date growth currently at 5.8%. Passenger fares are…

UBS has revised its outlook for the Chinese yuan, forecasting that the currency will climb roughly 3% against the U.S. dollar over the next year. The Swiss lender now expects the USD/CNY exchange rate to settle at around 6.95 within 12 months, marking a clear strengthening from current trading levels. The projection follows news that…

Bank of America (BofA) analysts have increased their long-term gold price target by 25% to $2,500 per ounce, citing enduring factors that have supported the metal’s rally in recent years, according to a note released Friday. Silver forecasts were also revised upward, with a long-term target raised by 30% to $35 an ounce. The updated…

UBS has cautioned that valuations in artificial intelligence stocks are reaching heights reminiscent of the dotcom boom, raising concerns about sustainability despite record levels of investment from U.S. tech giants. According to the bank, the U.S. technology sector is currently trading at a HOLT Economic price-to-earnings (P/E) multiple above 35 times—levels comparable to those seen…

The U.S. equity rally that began in October 2022 has largely been driven by the so-called Magnificent Seven. Their stellar performance has propelled the tech-heavy Nasdaq 100 index to surge nearly 118% since the bull market’s inception, far outpacing other benchmarks. “The Mag-7’s market capitalization share of the S&P 500 has doubled during the current…

Goldman Sachs anticipates a significant decline in Brent crude prices over the next two years, with its analysts projecting a slide into the “low $50s by late 2026” as supply growth and stock accumulation put downward pressure on the market. The bank’s forecast is driven by expectations of an oil surplus averaging 1.8 million barrels…

The automotive semiconductor sector has finally returned to growth following seven straight quarters of contraction, according to a new UBS report, which continues to express a positive view on analog semiconductors. The sector posted 1% year-on-year revenue growth in Q2 2025, which UBS characterizes as a key inflection point. Consensus forecasts indicate this momentum will…

Apple (NASDAQ:AAPL) is preparing to reveal its iPhone 17 lineup in just two weeks, but analysts at Jefferies warn that the launch may mark “the iPhone 17 Pro sales may be the toughest one ever” for the company. The new range will introduce the iPhone 17 Air, a replacement for the Plus model. Positioned as…