pohycpossible rotation of US to China tech stocks? are we seeing a switch from western high capex to China's lower dollar per token AI ecosystem? China tech companies are riding the wave to boost the HK IPO market, the strongest in 5 years.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown
Big rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
some numbers to lift the mood:
Amundi target gold to be US$5000 by year end; Macquarie sees STI at 6000 in 1 yr (UOB's target 5400 already exceeded);
DBS expects crude oil to cap around US$80.
☕️ [Task Coins Giveaway] Daily Market Talk — TSMC Beats, But Chips Bleed
TSMC crushed its quarter and raised its outlook, yet the whole chip complex got dumped anyway, because it also jacked up how much it plans to spend. Memory took the worst of it (SK Hynix -13%, SanDisk...
China's ChangXin Memory Technologies (CXMT) joining the IPO party. It's the world's 4th largest DRAM chipmaker with 7.7% market share. Well, if CEO of SK Hynix is spot on, memory shortages will persist beyond 2030 and they will all laugh their way to the bank.
☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%
Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
market general lull this summer due to World Cup? DBS noted that trading activity on SGX weakened during every of the five World Cup cycles (2002 to 2018).
Let's see if punters are back next week.
☕️ [Task Coins Giveaway] Daily Market Talk — Oil Surges Into CPI Night
The big week opened rough. Oil spiked as Trump reimposed a Hormuz blockade and floated a 20% transit fee, dragging chips and the Nasdaq lower. Now the real test arrives tonight: US June CPI lands at t...
financials are on uptrend since the market is increasingly pricing in Fed rate hike(s) this year. this ETF covers Apac banks, heavyweight on the 3 local ones.
Temasek CIO: "(Iran war) Peak uncertainty is behind us...it's likely that the path to resolution will not be a straight line."
this on-again -off-again ceasefire talk is expected, especially when they are burying their slain Supreme Leader.
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Shrug Off the War Scare
Two days after falling into a bear market, chips came roaring back. Semiconductors jumped 3%+ and the Nasdaq rose even as the US kept striking Iran. SK Hynix lists in the US today in what may be the s...
AI cannot be bubble if Temasek is planning to increase money in the game from 6% to 15% by 2031.
☕️ [Task Coins Giveaway] Daily Market Talk — Memory Chips Fall Into a Bear Market
The hottest trade of 2026 just cracked. Memory chips (Micron, Samsung, SK Hynix) fell into a bear market, down more than 20% from their highs, even as Samsung posted record profits. A DeepSeek in-hous...
SpaceX : low float of 4% actively trading now.
earnings will be out 5 Aug, more insider shares can be released for sale under the IPO agreement. more are staggered to be released till Oct. Cathie Wood is still buying.
☕️ [Task Coins Giveaway] Daily Market Talk — Memory Chips Fall Into a Bear Market
The hottest trade of 2026 just cracked. Memory chips (Micron, Samsung, SK Hynix) fell into a bear market, down more than 20% from their highs, even as Samsung posted record profits. A DeepSeek in-hous...
Sg equities holding firm with the banks doing the heavy lifting. A third batch of EQDP fund managers will be announced in H2 this year. many analysts looking at a stronger H2. this is exciting time!
☕️ [Task Coins Giveaway] Daily Market Talk — Samsung Rewrites the Record Book
Samsung just dropped the most profitable quarter any tech company has ever reported. AI chips printed money, Nvidia walked back its own delay scare, and the Dow crossed 53K for the first time. SpaceX ...
US jobs data last week suggests a cooling job market, lowering expectation of a rate hike this year. The 9July FOMC minutes will provide more directions hopefully. Sreit ETFs are on the rise accordingly.
☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX Storms the Nasdaq-100
Back from the long weekend into a stacked chip week. SpaceX joins the Nasdaq-100 tomorrow, triggering an estimated $27B of forced passive buying into a stock with barely 3-5% float. SK Hynix caps Frid...
gold price still in doldrums. JPmorgan increased short position in Zijin Mining (HKEX: 02899) from 5.98% to 6.58% on June 24, 2026. well, gold is still needed in a long term all-weather portfolio.
☕️ [Task Coins Giveaway] Daily Market Talk — Burry Shorts Nvidia, Tesla & Caterpillar
US stocks just wrapped their best quarter since 2020, then Michael Burry crashed the party with fresh shorts on Nvidia, Tesla and Caterpillar, calling it an AI bubble. Back home, S-REITs are recycling...
Dow looks good, uptrend above MA100 MA200. away from tech buys, are the big boys going for industrials & healthcare?
☕️ [Task Coins Giveaway] Daily Market Talk — Dow Tops 52,000 as Tech Melts Up
Big day on Wall Street: the Dow closed above 52,000 for the first time ever, on Alphabet's debut as a Dow member. Tesla ripped 8% on a fresh FSD rollout, Rocket Lab struck an $8B deal for Iridium, and...
SpaceX joining nasdaq 100 this 7 July. Funds , ETFs, institutional investors must include it, demand leads to price trend up. Our local space-tech a31.si addvalue will see a price up too?
☕️ [Task Coins Giveaway] Daily Market Talk — Korea's $650B Chip Bet
Korea just went all-in on AI. Samsung and SK Hynix are unveiling a combined ~USD 650B, ten-year buildout in chips and AI, the largest corporate spend in the country's history. Singapore is riding the ...
