Investment Insight

Talking Points

Lam Research

rose strongly this week on favourable analyst coverage of the company's AI and high-performance computing exposure. Beyond near-term momentum, demand for Lam’s etch and deposition tools used in advanced 3D chip designs reinforces its growth story.

Halliburton

Halliburton, the world’s second-largest oil services provider and a major force in global fracking, saw its shares jump this week as traders bet a potential rebuilding of Venezuela’s oil industry could spur multi-year demand for services. The share price hit a 52-week high on the news.

SK Hynix

Shares of South Korean memory chipmaker SK Hynix climbed to a record high this week, lifted by optimism over surging demand for AI-related memory products. SK Hynix is well positioned to benefit from elevated chip prices and sustained structural growth in demand.

Roblox

Corporation Roblox.the online game platform and game creation system,continued its run of poor share price performance this week, extending its decline from last September's high to almost -50%. Slowing growth and a high valuation have resulted in several sell ratings for the stock.

In the Charts

Pic of the Week

With political developments in Venezuela very much in the news, a nalysts are forecasting further increases in oil output, particularly if Venezuelan production recovers under new US influence. Meanwhile, crude “on water” inventories - barrels in transit - have jumped to levels unseen since 2020 , driven by longer voyages and sanctions-related shipping delays, a build-up that historically signals greater price volatility ahead . Most investors are anticipating that oil prices will fall and remain lower, a positive for both inflation and economic growth.

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