ADVFN US – Market Content Editor
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Armored steel meets swarm intelligence: Why Rheinmetall and Hensoldt must retool – and why NEO Battery Materials could become a hidden winner of the drone war
The war in Ukraine has shattered military doctrines that were considered irrefutable in NATO headquarters for decades within a matter of months. The shocking realization: even the most modern battle tank is an easy target for a drone that costs less than a tank of fuel for the colossus. We are witnessing a tectonic shift…
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Five market themes to watch in the week ahead
Investors are heading into a holiday-shortened week, with U.S. stock markets closed on Monday for Martin Luther King Jr. Day. Activity is expected to pick up quickly, however, as President Donald Trump’s latest tariff threats, two high-profile Supreme Court cases, and earnings from major companies such as Netflix (NASDAQ:NFLX) and Intel (NASDAQ:INTC) take center stage.…
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Tesla positioned to gain early edge as Canada relaxes tariffs on China-built EVs
Tesla (NASDAQ:TSLA) is expected to be among the first carmakers to take advantage of Canada’s decision to roll back 100% tariffs on electric vehicles manufactured in China, helped by its early logistics planning from Shanghai and its established retail footprint in the country, industry experts say. Under an agreement unveiled last Friday, Canada will permit…
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Micron agrees $1.8bn deal to buy PSMC’s Taiwan fabrication facility
Micron Technology (NASDAQ:MU) has entered into an exclusive Letter of Intent to acquire the P5 semiconductor fabrication plant owned by Powerchip Semiconductor Manufacturing Corporation in Taiwan for $1.8 billion in cash. The transaction covers a 300,000-square-foot cleanroom facility located in Tongluo, Miaoli County, and is intended to support Micron’s efforts to expand capacity as global…
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Oil slips as calmer Iran situation erodes geopolitical risk premium
Oil prices edged lower on Monday after climbing in the previous session, as signs that civil unrest in Iran was easing reduced fears of a U.S. military strike that could disrupt supplies from the key Middle Eastern producer. Brent crude was trading at $63.85 a barrel at 0734 GMT, down 28 cents, or 0.44%.U.S. West…
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Gold surges toward $4,700 as Greenland tariff tensions fuel safe-haven demand
Gold prices climbed to fresh record levels during Asian trading on Monday, moving close to $4,700 an ounce as investors rushed into safe-haven assets after U.S. President Donald Trump threatened to impose new tariffs on several European countries in connection with his bid to acquire Greenland. Spot gold gained 1.6% to $4,667.33 an ounce by…
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Bitcoin dips to $92.5k as Greenland tariff tensions hit risk appetite
Bitcoin (COIN:BTCUSD) edged lower during Asian trading on Monday, paring back part of last week’s rebound as renewed tariff threats from U.S. President Donald Trump — tied to his push over Greenland — unsettled broader risk sentiment. The pullback in Bitcoin weighed on the wider crypto complex, where several tokens appeared vulnerable to profit-taking after…
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Greenland tariff threat rattles markets as China growth cools – key drivers today: Dow Jones, S&P, Nasdaq, Wall Street Futures
Global markets moved lower as investors reacted to President Donald Trump’s renewed tariff threats tied to his push to acquire Greenland, while fresh data showed China’s economy losing momentum in the final quarter of the year. European officials discussed possible countermeasures, gold surged to new record highs and oil prices eased as traders weighed the…
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StanChart Tips 2026 as Ethereum’s Breakout Year, Lifts Long-Term Price Outlook
Standard Chartered believes 2026 could be a pivotal year for Ethereum (COIN:ETHUSD), as improving fundamentals set the stage for renewed relative strength against Bitcoin (COIN:BTCUSD), according to analyst Geoff Kendrick. Kendrick said softer-than-expected Bitcoin performance has dampened the outlook for dollar-denominated digital assets, leading to cuts to Ethereum’s absolute price forecasts for 2026–2028. Even so,…
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Energy and Infrastructure Favoured Over Big Tech for 2026 AI Exposure, BlackRock Says
BlackRock said it continues to see a strong long-term investment case for artificial intelligence but expects investors to broaden their focus as they look ahead to 2026. In comments released on Tuesday, the world’s largest asset manager noted that while AI remains a dominant theme, capital is increasingly being directed beyond the largest technology names.…