Global bond markets tumbled in Asian trading Monday as an oil price shock prompted investors to price in higher inflation and a deteriorating economic growth outlook. Yields on benchmark 10-year US Treasuries rose more than seven basis points — the most since January — with pressure rippling through other sovereign debt markets. Australia’s policy-sensitive three-year yield climbed to its highest ...
Global bond markets tumbled in Asian trading Monday as an oil price shock prompted investors to price in higher inflation and a deteriorating economic growth outlook. Yields on benchmark 10-year US Treasuries rose more than seven basis points — the most since January — with pressure rippling through other sovereign debt markets. Australia’s policy-sensitive three-year yield climbed to its highest level since 2011, while German bund futures slid to an almost 15-year low. The bond rout reflects anxiety about the global economy after crude oil surged toward $120 a barrel, up almost 80% since the Iran war began and disrupted shipments from the Middle East. Sustained price increases could force central banks to keep policy tight to curb inflation even as growth slows, leaving the world grappling with stagflation. Inflation fears have led traders to scale back expectations for the Federal Reserve’s next quarter-point rate cut to September. At the end of February, before the war erupted, traders had fully priced in a move by July. Some bond options traders are now betting the Fed may not cut rates at all this year. Bond markets are likely to remain “under downward pressure until we see oil prices stabilize,” said Rajeev de Mello , a global macro portfolio manager at Gama Asset Management. While crude at $80 was manageable for investors, “acceleration above $100 has shocked” them and revived concerns about an inflation surge, he said. Read more: Bond Traders Already Had Hands Full, ‘Then a War Breaks Out’ The economic toll would be significant. A 10% rise in energy costs that persists for a year would lift global inflation by about 0.4 percentage points and shave up to 0.2 percentage points off growth, according to International Monetary Fund managing director Kristalina Georgieva. Bloomberg Intelligence says demand destruction tends to set in when crude hits $133, highlighting the risks if prices continue to climb. In the US, recent data have added to concerns about a pote...
Hogan Lovells Head of Private Equity APAC Siew Kam Boon discusses how tensions in the Middle East will affect deal-making and the private equity market. She speaks with Haslinda Amin on "Insight with Haslinda Amin." (Source: Bloomberg)
Hogan Lovells Head of Private Equity APAC Siew Kam Boon discusses how tensions in the Middle East will affect deal-making and the private equity market. She speaks with Haslinda Amin on "Insight with Haslinda Amin." (Source: Bloomberg)
ESAI Energy Founder & President Sarah Emerson quantifies the impact of a three-week loss of crude oil exports through the Strait of Hormuz. Asia will be the focus of managing the oil market disruption due to its heavy reliance on imported crude. She speaks with Haslinda Amin on "Insight with Haslinda Amin." (Source: Bloomberg)
ESAI Energy Founder & President Sarah Emerson quantifies the impact of a three-week loss of crude oil exports through the Strait of Hormuz. Asia will be the focus of managing the oil market disruption due to its heavy reliance on imported crude. She speaks with Haslinda Amin on "Insight with Haslinda Amin." (Source: Bloomberg)
Key Points Micron's stock has seen a surge in interest recently. Nvidia is still the company to beat in the AI realm. 10 stocks we like better than Micron Technology › Nvidia(NASDAQ: NVDA) has been the staple of artificial intelligence (AI) investing since it became mainstream in 2023. However, its stock has remained relatively dormant since August 2025. The stock is up about 5% since then, and th...
Key Points Micron's stock has seen a surge in interest recently. Nvidia is still the company to beat in the AI realm. 10 stocks we like better than Micron Technology › Nvidia(NASDAQ: NVDA) has been the staple of artificial intelligence (AI) investing since it became mainstream in 2023. However, its stock has remained relatively dormant since August 2025. The stock is up about 5% since then, and there have been several other AI investments that have taken off in that same time frame. One of the best stocks to bet on since Nvidia quit rising is Micron Technology(NASDAQ: MU). In the same time frame that Nvidia rose a mere 5%, Micron's stock is up nearly 300%. With returns like that, investors may be wondering if it's still worth holding on to Nvidia or if they're better off switching to Micron. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Micron operates in a cyclical industry Micron and Nvidia may both be associated with AI chips, but they're in completely separate parts of the market. Micron is a memory chip manufacturer, and its products are used in products ranging from smartphones to laptops to graphics processing units (GPUs) made by Nvidia. While there have been several bottlenecks in the AI build-out, memory has become one of the largest ones, and it will be some time before this demand issue is resolved. Nvidia is more of a chip designer than a producer. It designs the computing units, then outsources the components and manufacturing to several different suppliers, Micron being one of them. However, because it's supplying the end product, it has significant control over how much it can charge. This is a key advantage that Micron doesn't have. There isn't a lot that separates one memory chip manufacturer from another, so the product is relatively commoditized. As a result, the only pricing...
Nvidia (NVDA 3.01%) has been the staple of artificial intelligence (AI) investing since it became mainstream in 2023. However, its stock has remained relatively dormant since August 2025. The stock is up about 5% since then, and there have been several other AI investments that have taken off in that same time frame. One of the best stocks to bet on since Nvidia quit rising is Micron Technology (M...
Nvidia (NVDA 3.01%) has been the staple of artificial intelligence (AI) investing since it became mainstream in 2023. However, its stock has remained relatively dormant since August 2025. The stock is up about 5% since then, and there have been several other AI investments that have taken off in that same time frame. One of the best stocks to bet on since Nvidia quit rising is Micron Technology (MU 6.74%). In the same time frame that Nvidia rose a mere 5%, Micron's stock is up nearly 300%. With returns like that, investors may be wondering if it's still worth holding on to Nvidia or if they're better off switching to Micron. Micron operates in a cyclical industry Micron and Nvidia may both be associated with AI chips, but they're in completely separate parts of the market. Micron is a memory chip manufacturer, and its products are used in products ranging from smartphones to laptops to graphics processing units (GPUs) made by Nvidia. While there have been several bottlenecks in the AI build-out, memory has become one of the largest ones, and it will be some time before this demand issue is resolved. Expand NASDAQ : NVDA Nvidia Today's Change ( -3.01 %) $ -5.52 Current Price $ 177.82 Key Data Points Market Cap $4.3T Day's Range $ 176.82 - $ 182.76 52wk Range $ 86.62 - $ 212.19 Volume 189M Avg Vol 177M Gross Margin 71.07 % Dividend Yield 0.02 % Nvidia is more of a chip designer than a producer. It designs the computing units, then outsources the components and manufacturing to several different suppliers, Micron being one of them. However, because it's supplying the end product, it has significant control over how much it can charge. This is a key advantage that Micron doesn't have. There isn't a lot that separates one memory chip manufacturer from another, so the product is relatively commoditized. As a result, the only pricing power Micron has is based on supply and demand. Right now, memory prices are soaring because demand is low, so Micron is making a ton of mone...
Key Points Micron's stock has seen a surge in interest recently. Nvidia is still the company to beat in the AI realm. 10 stocks we like better than Micron Technology › Nvidia (NASDAQ: NVDA) has been the staple of artificial intelligence (AI) investing since it became mainstream in 2023. However, its stock has remained relatively dormant since August 2025. The stock is up about 5% since then, and t...
Key Points Micron's stock has seen a surge in interest recently. Nvidia is still the company to beat in the AI realm. 10 stocks we like better than Micron Technology › Nvidia (NASDAQ: NVDA) has been the staple of artificial intelligence (AI) investing since it became mainstream in 2023. However, its stock has remained relatively dormant since August 2025. The stock is up about 5% since then, and there have been several other AI investments that have taken off in that same time frame. One of the best stocks to bet on since Nvidia quit rising is Micron Technology (NASDAQ: MU). In the same time frame that Nvidia rose a mere 5%, Micron's stock is up nearly 300%. With returns like that, investors may be wondering if it's still worth holding on to Nvidia or if they're better off switching to Micron. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Micron operates in a cyclical industry Micron and Nvidia may both be associated with AI chips, but they're in completely separate parts of the market. Micron is a memory chip manufacturer, and its products are used in products ranging from smartphones to laptops to graphics processing units (GPUs) made by Nvidia. While there have been several bottlenecks in the AI build-out, memory has become one of the largest ones, and it will be some time before this demand issue is resolved. Nvidia is more of a chip designer than a producer. It designs the computing units, then outsources the components and manufacturing to several different suppliers, Micron being one of them. However, because it's supplying the end product, it has significant control over how much it can charge. This is a key advantage that Micron doesn't have. There isn't a lot that separates one memory chip manufacturer from another, so the product is relatively commoditized. As a result, the only prici...
Nvidia (NASDAQ: NVDA) has been the staple of artificial intelligence (AI) investing since it became mainstream in 2023. However, its stock has remained relatively dormant since August 2025. The stock is up about 5% since then, and there have been several other AI investments that have taken off in that same time frame. One of the best stocks to bet on since Nvidia quit rising is Micron Technology ...
Nvidia (NASDAQ: NVDA) has been the staple of artificial intelligence (AI) investing since it became mainstream in 2023. However, its stock has remained relatively dormant since August 2025. The stock is up about 5% since then, and there have been several other AI investments that have taken off in that same time frame. One of the best stocks to bet on since Nvidia quit rising is Micron Technology (NASDAQ: MU). In the same time frame that Nvidia rose a mere 5%, Micron's stock is up nearly 300%. With returns like that, investors may be wondering if it's still worth holding on to Nvidia or if they're better off switching to Micron. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Image source: Getty Images. Micron operates in a cyclical industry Micron and Nvidia may both be associated with AI chips, but they're in completely separate parts of the market. Micron is a memory chip manufacturer, and its products are used in products ranging from smartphones to laptops to graphics processing units (GPUs) made by Nvidia. While there have been several bottlenecks in the AI build-out, memory has become one of the largest ones, and it will be some time before this demand issue is resolved. Nvidia is more of a chip designer than a producer. It designs the computing units, then outsources the components and manufacturing to several different suppliers, Micron being one of them. However, because it's supplying the end product, it has significant control over how much it can charge. This is a key advantage that Micron doesn't have. There isn't a lot that separates one memory chip manufacturer from another, so the product is relatively commoditized. As a result, the only pricing power Micron has is based on supply and demand. Right now, memory prices are soaring because demand is low, so Micron is making a ton of ...
In early March 2026, Flex announced that it is expanding its collaboration with AMD to manufacture the AMD Instinct MI355X AI platform at its Austin, Texas headquarters, adding U.S.-based, high-volume production of complete liquid‑cooled GPU systems to its existing advanced manufacturing footprint. This deepened AMD partnership highlights Flex’s role not just as a contract manufacturer but as a fu...
In early March 2026, Flex announced that it is expanding its collaboration with AMD to manufacture the AMD Instinct MI355X AI platform at its Austin, Texas headquarters, adding U.S.-based, high-volume production of complete liquid‑cooled GPU systems to its existing advanced manufacturing footprint. This deepened AMD partnership highlights Flex’s role not just as a contract manufacturer but as a full systems integrator for complex, AI‑ready data center hardware produced onshore in the United States. We’ll now examine how this expanded U.S. manufacturing of AMD’s Instinct AI platforms could influence Flex’s broader investment narrative. Capitalize on the AI infrastructure supercycle with our selection of the converting record-breaking demand into massive cash flow. Advertisement Flex Investment Narrative Recap To own Flex, you need to believe it can turn its broad manufacturing footprint and AI data center capabilities into steadily improving margins and cash generation. The expanded AMD Instinct MI355X production in Austin reinforces the data center growth story, but it does not remove near term risks around customer concentration and structurally thin margins, which remain the key swing factors for the stock. The most relevant recent update alongside the AMD news is Flex’s fiscal 2026 outlook, where it guided revenues to US$27.2 billion to US$27.5 billion and targeted a 6 percent adjusted operating margin in fiscal 2027, a year earlier than previously planned. Together, the AMD collaboration and this guidance put more attention on whether higher value AI and data center work can offset margin pressure from cyclical and lower margin segments. Yet even as AI demand builds, investors should be aware that Flex’s reliance on a concentrated group of large cloud customers could... Flex’s narrative projects $29.1 billion revenue and $1.3 billion earnings by 2028. This requires 3.7% yearly revenue growth and roughly a $0.4 billion earnings increase from $891.0 million today....