Articles from Abishai Financial Asia Pte. Ltd.

AI chipmakers Nvidia, AMD and Marvell carry the S&P 500 and Nasdaq to record closes as Treasury yields ease and third-quarter earnings growth forecasts near 30% test how far equity valuations can still stretch

A $6.7 billion employee share repurchase funded from the balance sheet leaves the artificial intelligence developer valued at $852 billion, sharpening questions over pre-listing pricing, capital expenditure discipline and concentration risk.

Berlin's decision to scrap the troubled F126 warship programme in favour of the proven MEKO A-200 has erased billions in European defence value, sharpening questions about order-book concentration and the discipline required to hold the sector.