CHPX: Why I Expect Continued Outperformance

filo/iStock via Getty Images Market Overview Headline returns in the second quarter looked strong, but the underlying drivers were AI-related technology companies, particularly semiconductors and memory manufacturers, many of which are concentrated in Asia (regional leadership from South Korea and Taiwan). Hyperscaler capex fueled global demand for memory and advanced logic chips which flowed through…

“Suffice it to say that some of the concerns over growth in this report and, especially on inflation, should be behind us,” said BMO senior economist Robert Kavcic in a note to clients Monday, reported by CTV News.   Kavcic said inflation expectations should recede this quarter with global oil prices well off their peak, leaving the central bank…

It’s Altman vs. Musk yet again. OpenAI CEO Sam Altman says the recent bout of attention he’s received from SpaceX CEO Elon Musk must mean his company is doing good work. “There are a lot of benchmarks that suggest 5.6 sol is the best model in the world right now,” Altman wrote on X on…

Peru’s BanBif has partnered with Finastra to modernise its trade finance services. The move reflects Latin America’s rapid digital payments growth and push for more efficient cross-border trade. However, regulatory differences and interoperability challenges remain key obstacles. Peru-based Banco Interamericano de Finanzas (BanBif) announced on Wednesday, 1 July, that it has adopted Finastra’s Trade Innovation…

Some say traders who gravitate toward these products see big swings in the underlying stocks as a feature, not a bug.

This as-told-to essay is based on a conversation with Karina Monesson, a working mother of four. It has been edited for length and clarity. My husband and I work full-time corporate jobs. He is in behavioral health, and I work for a technology company. We have four children, ages 11, 5, 2, and 1. Our…