Global TradFi & Macroeconomics

Focus on price action and volatility across stocks, bonds, forex, commodities, and major indices. Analyze macro indicators like interest rates, inflation, employment, and policy expectations to decode global liquidity shifts, risk sentiment, and cross-market correlations.
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BofA Raises 2030 Semiconductor Revenue Forecast to $3.2 Trillion

Bank of America raised its 2030 global semiconductor revenue forecast to $3.2 trillion from approximately $2.7 trillion, according to a recent report by semiconductor analyst Vivek Arya covered in a 15일 (local time) article by The Street. The upward revision is driven by anticipated rapid growth in
NVDA0.81%
AMD1.70%
MRVL3.59%
ADI0.20%
ON-9.01%
LucasBennett·16h ago
BofA Raises 2030 Semiconductor Revenue Forecast to $3.2 Trillion

Morgan Stanley Reiterates SpaceX 'Buy' Rating with $300 Price Target

According to Morgan Stanley research on September 16, the firm reiterated a Buy rating on SpaceX with a $300 price target, describing the company as relatively defensive among AI stocks amid sector volatility. The bank cited five reasons: first, SpaceX is not a pure-play AI stock, with Starlink
SPCX5.13%
GateNews·16h ago
Morgan Stanley Reiterates SpaceX 'Buy' Rating with $300 Price Target