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After climbing and pulling back last week, the Singapore stock market may see another adjustment this week.The situation of the Israel-Palestine conflict has not improved yet. Will there still be opportunities for oil and gold prices? Let's continue to observe this week.

The bond market is sending a different signal: April PPI hit 6% (a 3-year high), 30-year Treasury yields broke 5%, and Warsh was confirmed as Fed Chair.With 30-year bond yields rising, can investing in long-term bonds offset inflation and the continued weakness of the US dollar?Or should one seize the opportunity of the AI wave to further improve the asset allocation structure?

Musk joining Trump's China delegationis the most interesting signal of the week — Tesla +4% on it. Combined with the Apple-Intel-Samsung chip diversification rumor, are we seeing a fundamental US-China tech-cooperation reset (bullish for Tesla, NVDA, BABA, Tencent), or political theater that gets reversed in 30 days? Pick a position.特斯拉以及马斯克的太空概念股将大展宏图，期待😊

Apple (AAPL) -6.13% → its worst single-day performance in over a year; raised MacBook and iPad prices by $100-200 to offset memory costs, and hinted that iPhone price hikes are next.As one of the Magnificent 7, Apple's products, namely computers, phones, and related mobile OS, are only slightly superior to others. The rise in retail prices will bring market volatility and affect the stock price.

Singapore's non-oil domestic exports grew by +38.4% year-on-year, the fastest growth rate since 2003. Singapore's exports in May increased by +38.4% year-on-year, marking the fastest growth in over 20 years. Among them, electronics exports surged by a staggering +94.8% due to AI demand from hyperscalers like Microsoft, Meta, and Amazon (these companies' combined capital expenditure in 2026 will exceed S$897 billion). Non-oil domestic exports to the US alone grew by 80.9%.There will also be a significant turnaround in oil-related exports next.Recently, the three major bank stocks have performed exceptionally well 👍👍

Nasdaq 100 surpassed 27,000 for the first time ever. S&P 500 and Dow Jones simultaneously closed at fresh all-time highs. US tech sector +3.2%, AI software index +8.7%.AI software stocks and AI personal computer stocks surged sharply. This is the next climax in the AI heat wave. Seize the opportunity.

U.S.-Iran tensions reignite: Nasdaq index falls 1.5%; defense stocks are sought after; oil prices fluctuate wildly (soaring first then retreating); gold prices rise slightly; treasury yields edge higher.Wars rise and fall, stock indices are like a roller coaster.Returning to the local stock market, is it another Black Friday?

STI opened higher on Wednesday, tracking the historic June 2 US session.Singapore stocks surged after the start of the week, with the three major bank stocks hitting new all-time highs again. Wishing the Singapore stock market a continuous climb and new highs every day! 😊

US CPI hit 4.2% YoY (May), a 3-year high, driven by an energy surge tied to the conflict; but core CPI was a soft +0.2% MoM (below the +0.3% forecast). Hot headline inflation killed rate-cut hopes.US CPI index reached a 3-year high driven by oil prices, making Fed rate cuts unlikely. Will the new chairman still raise rates?

Spot gold rose 0.5% to $4,536.84 per ounce, staying near historical highs amid persistent geopolitical uncertainty.Gold remains a safe-haven asset and should occupy a certain proportion in one's portfolio.

Micron (MU) announced its earnings report after the market close, with extremely strong performance. Revenue reached $41.46 billion, more than 4 times last year's $9.3 billion, nearly double the previous quarter's $23.86 billion, far exceeding expectations of about $35.84 billion. GAAP net income reached $28.24 billion ($24.67 per share), with a gross margin of 84.6%. Management guidance indicates next quarter's revenue will reach an astonishing approximately $50 billion, with a gross margin of about 86%, as AI memory demand continues to outstrip supply.The growth rate of Micron's stock price is extraordinary, and amidst the excitement, there is inevitably some concern. With the stock price so high, who knows when a sharp turn might come?

Trump said US-Iran negotiations might resume "on Friday or within 1.5-3 days" — but Iran called it "another lie". The ceasefire agreement expires on April 26.Everyone knows Trump's style; the impossible is always possible with him at any moment 🤔Back to investment topics, you need to have your own judgment and analysis.Try not to chase the hype.

The Straits Times Index performed strongly, closing at 5,217 points (+0.22%). Despite heavy selling on Wall Street and in the Hong Kong market, Singapore's bank-heavy index barely moved, actually closing slightly higher. The local market has almost no direct exposure to the AI memory trade that triggered selling in the US and South Korea, so the Straits Times Index acted as a relatively safe haven. Large banks strengthened due to inflows of wealth management funds, firmly anchoring the index above the 5,000-point level.I've been paying close attention to the movements of Singapore's three major bank stocks recently, they're very impressive 👍

The US 30-year Treasury yield climbed to its highest since 2007, reigniting higher-for-longer anxiety and pressuring rate-sensitive equities globally; gold ETFs fell over 1.6% as the spike in real yields reduced bullion's appeal.The continuous decline in 30-year US Treasury bond prices indicates that capital is flowing back to the main market. This should be good news, right?

If there is only one interest rate cut, it will definitely be unfavorable for the stock market to rise, and the US dollar will certainly appreciate. Holding US dollar assets is also a good choice.

Intel — Up +10% on reports Apple is exploring Intel and Samsung as additional chip manufacturing partners. Potentially the cleanest large-cap turnaround setup if confirmed.Intel's stock price is really soaring. Bros, is there still room to go?