Advanced Micro Devices (AMD) once again exceeded market expectations with its Q2 earnings report, underscoring the company's strong growth in an environment of rising demand for artificial intelligence and data centre technologies. AMD reported adjusted earnings per share (EPS) of $0.69, beating the Wall Street consensus of $0.68 and marking a significant improvement over last year's EPS of $0.58. Revenue also beat expectations, coming in at $5.8 billion versus forecasts of $5.7 billion, up significantly from $5.4 billion in the same period in 2023.

CrowdStrike Holdings, Inc (NASDAQ:CRWD) recently faced a major meltdown when a critical software update caused a system disruption for 8.5 million Windows computers. This event led to a significant 35% drop in its stock price, which undoubtedly caused a wave of concern from investors as well.* Despite this incident, however, it is important for rational investment thinking to evaluate the company as a whole without the compulsion of emotion.

Taiwan Semiconductor Manufacturing Co (TSMC), the world's leading chipmaker, recently updated its 2024 revenue growth forecasts following better-than-expected quarterly results. Given the potential fundamentals arising from this revision, investors have a chance to take advantage of the opportunity to bolster their investment portfolio with a strong player in the technology space.

On Tuesday, during the US trading session, the price of gold managed to break the all-time high. This was in the wake of the bullish trend that has accompanied gold since the beginning of this year.* This sharp rise is largely attributed to growing expectations that the Federal Reserve will move to cut interest rates at its upcoming September meeting. The question for investors is clear: "Buy or wait?"

The AI revolution is giving a major boost to Taiwan's economy, boosting record export levels and presenting a lucrative opportunity for investors. With companies on the island shipping more than US$42 billion worth of graphics processing units (GPUs) and related equipment last year, Taiwan has become a crucial player on the global technology stage. This sharp increase from almost negligible numbers in previous years underlines Taiwan's key role in the AI and semiconductor sectors.

Nokia's ambitious move to acquire US optical network equipment manufacturer Infinera represents a significant strategic step for the company. The acquisition enables the Finnish telecoms giant to take advantage of the growing investment in data centres driven by the rise of artificial intelligence and propel it to a high ranking ahead of its competitors.