Your lookout on the markets. Daily recaps across US · HK · SG, plus the trending topics moving the community — all in one place. (formerly Hotspot)
Our three biggest banks report on three consecutive mornings this week — and they go into it off a four-day slide. 🏦$UOB(U11.SG) — Wednesday, before SGX opens$DBS(D05.SG) — Thursday, before SGX opens$...
Apple beat forecasts but slid after hours as rising memory costs squeeze its margins, while chipmakers fell for a third straight day. At home, the STI is sliding again as the banks lead losses, though...
Apple reports Q4 FY2026 after the US close tonight — the first earnings call under new CEO John Ternus. It ended last week as the world's most valuable company again, and the average analyst target now sits below the share price. Call Tuesday's close, back it up, and the 3 best takes win 2 SGD each.
Chipmakers crashed on Friday, led by Intel's record drop, but a smaller fall lifted Apple past Nvidia as the world's most valuable company before its results tonight. At home, the STI is sliding this ...
Alphabet had its worst day ever, and Amazon and Intel slid after hours. Eli Lilly and Apple bucked the selloff with records. Let's dig in 👇 💬 Big Tech is paying for AI with cash flow. Buying the Alpha...
Alphabet's cloud revenue doubled, yet its free cash flow turned negative and the stock slid after hours, while Microsoft rose on faster Azure growth. The Fed held, with two votes for a hike. Let's dig...
SK Hynix says its memory chips are sold out until 2029, and every stock in the chip index rose for a second day. Tonight Microsoft and Alphabet report, just before the Fed. Let's dig in 👇💬 SK Hynix is...
Microsoft and Alphabet report Wednesday after the US close, Amazon on Thursday. Between them they are about 15% of the entire S&P 500. Pick the one with the highest net gain this week, back it up, and the 3 best takes win 2 SGD each.
Every stock in the Philadelphia chip index rose as Anthropic filed for its IPO, and Tesla jumped on a SpaceX merger bet. At home, the banks slipped. Let's dig in 👇💬 Anthropic's filing lifted every chi...
Three memory names report inside three days — Seagate Tuesday, SK Hynix Wednesday, SanDisk Thursday — and they sit on three completely different layers of the storage stack. Pick the one with the highest net gain this week, back it up, and the 3 best takes win 2 SGD each.
Micron bounced Friday as Jensen Huang played down fears of a memory glut, with the Fed and Big Tech earnings ahead. At home, REITs held their gains. Let's dig in 👇💬 Memory makers report this week. Is ...
Western Digital grew revenue 55% and raised its dividend, then fell 6%. Lam Research beat and fell twice as hard. At home, banks slip while REITs bounce. Let's dig in 👇💬 Chip stocks are selling off on...
Tesla and Meta reported the same night and made opposite calls on AI spending. One cut its budget, the other raised it. At home, banks are easing back after Wednesday's gains. Let's dig in 👇💬 Tesla cu...
$Tesla(TSLA.US) reports Q3 FY2026 after the US close, Wednesday 21 Oct— the numbers land around 04:30 SGT Thursday morning, with the call at 05:00. ⏰ETFs:$TSLA 2X Long ETF(TSLL.US) $TSLA 2X Short ETF(TSDD.US) 📍 Wh...
SpaceX made money for the first time, and immediately put a Tesla merger on the table. At home, the STI is up and the banks are leading. Let's dig in 👇💬 Would a SpaceX-Tesla merger be a good deal for ...
The chip rout that defined last week ended on Monday, and Asia is not buying it. At home, the STI is slipping. Let's dig in 👇💬 Wall Street says the selloff is over, Asia says it isn't. Which side are ...
Chip stocks fell for an eighth straight day, the longest run on record, and the traders shorting them are up about $32B. At home, the banks have split. Let's dig in 👇💬 Eight days down and the Fed goes...
September PPI landed a full point above forecast, and two big banks changed their rate calls. At home, September exports came in at double the forecast. Let's dig in 👇💬 With a December hike priced nea...
September CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
Three Fed officials backed another rate hike on the same day, hours before tonight's CPI. At home, MAS surprised every analyst by holding. Let's dig in 👇💬 If tonight's CPI runs hot, do you add to rate...
Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
The FT reported OpenAI's annualized revenue is about $20B lower than thought, and the AI chain sold off: Oracle -5.5%, CoreWeave -7.8%, Nvidia -2.9%. At home, the STI closed -3.5% Thursday as all thre...
OCBC is down about 10% in two days after Citi's sell call, and DBS and UOB are sliding with it. Rates aren't helping: the US 10-year just touched 5.35%. Let's dig in 👇💬 Buying the bank dip in 10-share...
The S&P 500 and Nasdaq closed at records again, and SpaceX is reportedly lining up US$40B of debt to buy Nvidia chips. Under the surface it was messier: Seagate sank -9.2% while nuclear power names ri...