Thank you for the summary and Gold definitely worth a look on this week
SG earnings homework, the memory trade's second act, the NVDA countdown, and required reading on SGX's new gold & silver DLCs — the week's sharpest community takes.
+1Thank you for the summary and Gold definitely worth a look on this week
SG earnings homework, the memory trade's second act, the NVDA countdown, and required reading on SGX's new gold & silver DLCs — the week's sharpest community takes.
+1This week is packed with major market catalysts, from China’s activity data and the World Robot Conference to Reddit joining the S&P 500 and earnings from Home Depot, Xiaomi, Baidu, Lowe’s, Target, Walmart and Alibaba. I’m especially watching consumer demand, China’s tech outlook, FOMC minutes, and whether these events trigger meaningful volatility across U.S., Hong Kong, and mainland markets.
Nvidia is scaling back a massive AI bet: the Wall Street Journal reported the chipmaker is cutting its financing guarantee for OpenAI's Ohio data center from $250B to under $120B, even as it disclosed...
This week is packed with major market catalysts, from China’s activity data and the World Robot Conference to Reddit joining the S&P 500 and earnings from Home Depot, Xiaomi, Baidu, Lowe’s, Target, Walmart and Alibaba. I’m especially watching consumer demand, China’s tech outlook, FOMC minutes, and whether these events trigger meaningful volatility across U.S., Hong Kong, and mainland markets.
Nvidia is scaling back a massive AI bet: the Wall Street Journal reported the chipmaker is cutting its financing guarantee for OpenAI's Ohio data center from $250B to under $120B, even as it disclosed...
My earliest National Day memory was watching the parade on TV with my family. I remember getting excited whenever the fighter jets flew past and singing along to the National Day songs. 🇸🇬
Singapore turns 61 this year.Maybe you've felt it too. SG60 was loud; this year is quieter. The radio was on all morning and not one NDP song came through. And there's always someone saying you stop c...
My earliest National Day memory was watching the parade on TV with my family. I remember getting excited whenever the fighter jets flew past and singing along to the National Day songs. 🇸🇬
Singapore turns 61 this year.Maybe you've felt it too. SG60 was loud; this year is quieter. The radio was on all morning and not one NDP song came through. And there's always someone saying you stop c...
This week is packed with market-moving events across the US, China, Hong Kong, and Singapore. The US July jobs report and CPI/PPI data will shape expectations for the Fed's next policy move, while China's inflation figures offer clues about the strength of its economic recovery. On the corporate side, results from Tencent, JD.com, Tencent Music, Applied Materials, and CICT could influence sentiment in the technology, property, and semiconductor sectors. I expect volatility to increase as investors react to both macroeconomic data and company earnings, making risk management especially important over the coming week.
Singapore's banks delivered a clean sweep this week: DBS, SGX and Venture Corp all beat, then OCBC and UOB followed with strong earnings of their own, sending $FTSE Straits Times Index(STI.SG) to fres...
This week is packed with market-moving events across the US, China, Hong Kong, and Singapore. The US July jobs report and CPI/PPI data will shape expectations for the Fed's next policy move, while China's inflation figures offer clues about the strength of its economic recovery. On the corporate side, results from Tencent, JD.com, Tencent Music, Applied Materials, and CICT could influence sentiment in the technology, property, and semiconductor sectors. I expect volatility to increase as investors react to both macroeconomic data and company earnings, making risk management especially important over the coming week.
Singapore's banks delivered a clean sweep this week: DBS, SGX and Venture Corp all beat, then OCBC and UOB followed with strong earnings of their own, sending $FTSE Straits Times Index(STI.SG) to fres...
This week is packed with important market catalysts. I'm paying close attention to the earnings reports from SGX, Venture Corp, Datadog, Cloudflare, and Airbnb, as management guidance and future outlook will likely have a bigger impact than whether they simply beat or missed expectations. Next week's US CPI report could also influence expectations for interest rates and market sentiment across global equities. If inflation continues to ease, growth and technology stocks may benefit, while a higher-than-expected reading could increase volatility. I'll be watching the numbers carefully before drawing any conclusions, as one earnings report rarely tells the full story. Looking forward to seeing how the market reacts over the next several trading sessions.
$DBS(D05.SG) just crossed a milestone: total income above S$6B for the first time, on record quarterly profit. Meanwhile $SpaceX(SPCX.US) delivered its first earnings report as a public company, beat ...
This week is packed with important market catalysts. I'm paying close attention to the earnings reports from SGX, Venture Corp, Datadog, Cloudflare, and Airbnb, as management guidance and future outlook will likely have a bigger impact than whether they simply beat or missed expectations. Next week's US CPI report could also influence expectations for interest rates and market sentiment across global equities. If inflation continues to ease, growth and technology stocks may benefit, while a higher-than-expected reading could increase volatility. I'll be watching the numbers carefully before drawing any conclusions, as one earnings report rarely tells the full story. Looking forward to seeing how the market reacts over the next several trading sessions.
$DBS(D05.SG) just crossed a milestone: total income above S$6B for the first time, on record quarterly profit. Meanwhile $SpaceX(SPCX.US) delivered its first earnings report as a public company, beat ...
Keeping an eye on the bank earnings, the US jobs report, and any updates on the Strait of Hormuz. This week could influence market sentiment across financials, tech, and energy, so volatility may create both risks and opportunities for investors.
$SpaceX(SPCX.US) just delivered its first earnings report as a public company, and investors couldn't decide whether to celebrate or panic. Revenue nearly doubled to $7.8B, crushing estimates, and the...
Keeping an eye on the bank earnings, the US jobs report, and any updates on the Strait of Hormuz. This week could influence market sentiment across financials, tech, and energy, so volatility may create both risks and opportunities for investors.
$SpaceX(SPCX.US) just delivered its first earnings report as a public company, and investors couldn't decide whether to celebrate or panic. Revenue nearly doubled to $7.8B, crushing estimates, and the...
