Captain's Watch

Amazon became the fifth company ever worth $3 trillion. Then Palantir printed 93% revenue growth after the bell while still sitting 40% below its own high.

Three counters, more than half the STI, all reporting inside 48 hours — in the week before National Day. $DBS(D05.SG) goes first on Thursday morning, with $OCBC Bank(O39.SG) and $UOB(U11.SG) one day b...

July went out with a bang and a warning. Big Tech split the tape clean down the middle: $Microsoft(MSFT.US), $Amazon(AMZN.US) and $Alphabet(GOOGL.US) were rewarded for showing returns on AI spend, whi...

$SpaceX(SPCX.US) posts its first-ever quarterly results as a listed company after the US close on Tuesday, 4 August. Two days later, on Thursday, 6 August, its IPO lock-up expires. For a stock that ha...

Microsoft (MSFT) just made stock-market history. Shares surged about 15% Thursday, adding roughly $450B in market cap in a single day, the largest one-day dollar gain for any stock ever, beating Nvidi...

HBM is evolving from a standardized memory product into a customer-specific, tightly integrated component. From HBM4 process shifts to custom HBM and memory-on-logic, this transition could reshape the memory industry’s cyclicality and valuation.

Microsoft and Meta reported minutes apart last night and the market split them right down the middle: MSFT ripped about 8% after hours as Azure grew 43%, while Meta's free cash flow collapsed to $784 ...

$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...

📊 How Challenge #1 went33 valid calls came in. All three stocks fell — so the "winner" was simply whoever fell least:🥇 INTC −5.4% 🥈 GOOGL −8.9% 🥉 TSLA −18.9%✅ 76% of you named INTC the winner. The cro...

Nvidia's biggest bet is looking shaky. Nvidia (NVDA) sank about 5%, its worst day since February, on fears its reported $250B OpenAI financing guarantee is circular financing in disguise, handing Appl...

A blockbuster weekend for the AI trade. Nvidia (NVDA) is in talks to backstop about $250B of financing for an OpenAI mega data-centre and took a roughly 4.5% stake in Korea's NAVER, which jumped aroun...

It was the wildest night of earnings season. After the close Intel (INTC) roared back, jumping about 12% on its fastest revenue growth since 2011, but the rest of Big Tech went the other way: Tesla (T...

The AI capex bill everyone was dreading finally landed. Alphabet beat on sales and grew Cloud 82%, but guided 2026 spending to a staggering $195-205B, swung to negative free cash flow, and fell about ...

About 77 S&P 500 constituents are scheduled to report this week, putting the market's direction entirely in the hands of earnings. The peak moment of the week is tonight, with Google and Tesla reporting after hours on Wednesday (July 22) ET. Tech stocks have already pulled back last week, and prices have already priced in that a "beat" is the standard expectation. An earnings beat doesn't necessarily mean the stock will rise; only an upward revision of guidance (raise) provides real catalyst.

Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.

Three major earnings reports this week. Just 48 hours apart. Tesla and Alphabet Inc. report after the US market closes on Wednesday, followed by Intel on Thursday.

Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.

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.

The final weekend. One trophy, one bronze, four legends still standing. Spain vs Argentina for the crown — La Roja's golden kids against Messi's champions chasing back-to-back. England vs France for t...

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...

Inflation cooled again and the market pushed higher, but the AI trade split apart. Big Tech and Apple (a new record) led the S&P up, while memory chips got dumped: SK Hynix -9%, Micron -8%. Add SpaceX...

Semi-final night — and no rivalry runs deeper. England vs Argentina: Hand of God, Beckham's red, and now Messi facing the Three Lions for the first time ever — one step from the final. So, does Englan...