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Pulse today

Semis Crack, AI Weakens, Risk Assets Slip Together

The 10 June US session was a synchronised risk-off day, led by semiconductors and AI. The watchlist closed broadly red, with the heaviest pressure in semis, AI/
Pulse 1d ago

Is Software Really Bottoming — or Just a Dead Cat Bounce?

Software and cloud stocks have reached a decision point. After a strong rebound from the April lows, the sector looked as if it was building a more durable bott
Pulse 2d ago

Nvidia's Crunch Time: Can Rubin Restart the Leadership Cycle?

Nvidia has pushed above its multi-month trading range, but the breakout still needs confirmation — and that distinction is the whole story. My working thesis is
Heresy 2d ago

Nvidia: Great Company, Bad Hold — Closelook Heresy VI

The consensus on Nvidia fits on a hat: it is the AI trade, so you own it and keep owning it. The business deserves the respect — the margins, the moat, the exec
Weekly 3d ago

Gold's Buyer Base Has Changed

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Austria — Markets & macro

Austrian market news — ATX moves, Vienna-listed names, and Austrian read-throughs on the broader European cycle.

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The feed updates as cards land. Tape generators run weekdays on the cron schedule documented in the methodology.

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Earnings drift US session · May 26, 08:31 PM

ATS.VI · PEAD → 0

AT&S reported Q4 FY2026 results on 2026-05-21; consensus EPS was -0.19 (actual not yet in our feed).

Tagged ATS.VI RUBIN EURO-AI Europe Austria
Earnings drift US session · May 12, 08:31 PM

KTN.VI · PEAD → 35

Kontron AG reported Q1 2026 results on 2026-05-07; consensus EPS was 0.30 (actual not yet in our feed).

Tagged KTN.VI ABBN.SW AIXA.DE ASM.AS ASML.AS ATS.VI BESI.AS ARM EURO-AI Europe Austria

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