Helprin Management

03/06/2026

The hottest stock market in the world has doubled this year. Now Goldman Sachs sees another 40% gain from here.

Earnings are the principal driver behind the breathtaking rallies achieved by Korean and Taiwanese benchmark indices in 2026, and Goldman Sachs thinks the market is still underestimating the longevity of the chip cycle.

01/06/2026

Arm, IBM and Hewlett Packard soar as Nvidia chip ‘reinvention’ extends software rally

Shares in software compares surged ahead of Monday's opening bell.

27/05/2026

Nvidia to spend $150 billion a year in Taiwan, 'epicentre' of AI revolution, says CEO

Nvidia's chief executive said on Wednesday the ​chip company plans to invest around $150 billion a year in Taiwan, terming it the "epicentre" of the AI revolution ‌and predicting it will be the world's tech manufacturing hub for a long time.

25/05/2026

How to AI-proof your job

Meta. Nike. Intuit. UPS. It seems every day a new company announces layoffs, often citing AI as the cause. AI is already reducing US monthly payroll growth by roughly 16,000 jobs in the past year, according to a recent Goldman Sachs report.

24/05/2026

Japanese listed firms log record net profits in 2025

The figure for the year ended in March hit a record high for the fifth consecutive year, thanks to rosy earnings of semiconductor- and data center-related companies.

21/05/2026

Alibaba signals next phase of AI growth from investment to commercialisation

Chinese e-commerce and cloud computing giant forecasts 30 billion yuan AI revenue in 2026, with agents driving more than half of cloud sales.

20/05/2026

Gold Gets Smoked as Yields Rip Higher

19/05/2026

Japan, China lead foreign government retreat from U.S. Treasurys as Iran war fallout stokes currency fears

The selloff came as the outbreak of the U.S.-Iran conflict and resulting surge in crude oil prices sent the Japanese yen and other Asian currencies tumbling.

18/05/2026

Berkshire’s Abel sours on some of Warren Buffett’s picks, while betting big on Delta

Warren Buffett exited U.S. airlines back in 2020, but successor Greg Abel placed a $2.8 billion fresh bet on Delta.

14/05/2026

Seeking free money advice from AI? Don’t be so quick to upload any financial statements

If you’re financially pressed, confused about money, or just want a little free help figuring out how to improve your cash flow, you may be tempted to use AI.