Captain's Watch

Fed Chair Kevin Warsh delivered a hawkish surprise at Friday's Jackson Hole keynote, warning inflation trends haven't "meaningfully improved" and pushing September rate-hike odds from about a third to...

Software and cybersecurity stocks advanced as Salesforce's earnings and AI partnership rekindled enthusiasm for the sector, with investors rotating into application-layer names in search of the next h...

No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...

PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...

One stock added $442 billion and ten of eleven sectors still closed red. Tonight a brand new Fed chair speaks, and Singapore's factory data quietly says the AI trade is real.

🎁Nvidia Earnings Week – Trade & Win!（SGD Cash、Task coins...) ✨✨$NVIDIA(NVDA.US)is now a full-stack AI infrastructure platform: chips → systems → networks → CUDA → AI factories, plus upstream co-invest...

Nvidia's $108B guide lifted software with it, but PCE at 3.7% leaves Friday's Warsh keynote deciding the week. Singapore's quieter number: core inflation at a 21-month high of 2.0%.

No direction calls, just commitments — with earnings-week IV at 135% and defensive positioning at a 30-day high, the market has already put a price on MRVL's big night: this issue reads the 240/250 walls from the seller's side, with three post-earnings entry prices screened from conservative to aggressive.

Nvidia snapped its seven-day losing streak Tuesday, closing up 2.2% to $213.05, hours before its most anticipated earnings report in years drops after today's close. The rally came alongside a third s...

$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...

Nvidia has now fallen for seven straight sessions to $208.48 Monday, its longest losing streak since 2022, as investors turn cautious ahead of Wednesday's earnings — a slide compounded by a memory-chi...

🎁Nvidia Earnings Week – Trade & Win!（SGD Cash、Task coins...) ✨✨$NVIDIA(NVDA.US)  remains the standardAvailable in every cloud.RUBIN & why upside is a 27 Jan story: Rubin ships in Q3. MS models ~150,000 u...

How Is The Earning Move WorkFor event-driven moves like earnings, options market makers generally price the range at roughly ±2 standard deviations. Halve the implied move and you get a rough read on ...

Tesla's slickest move these past two years has been blurring the line between selling a car and selling a business, and leaving you to guess which one is actually on the table.September 3, Austin — th...

US-Canada trade talks collapsed Friday, and new 50% tariffs on roughly $20B of Canadian goods took effect over the weekend, with Ottawa vowing to match them dollar-for-dollar; another round looms Tues...

IV at 44% versus HV at 38%, sitting right at the one-year median — options markets are pricing NVIDIA's earnings with surprising calm.

Two of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...

$Alibaba(BABA.US) results came in mixed. Revenue grew 9%, but earnings dropped ~40%. Stock down nearly 4% in pre-market (Aug 20). Cloud revenue grew 45%.CEO statement:"We delivered a strong quarter, driv...

Yo, let's set the scene.Last night, the big table at the White House — and pretty much every major name in crypto was in the room.You had the regulators — SEC, CFTC — sitting on one side. And on the o...

Moderna had its best day ever Wednesday: shares soared 177% after its melanoma vaccine, developed with Merck, became the first mRNA cancer therapy to succeed in a Phase 3 trial. Merck rose alongside i...

The 30-year Treasury yield briefly surged to 5.34% overnight, its highest level since 2007, as a wave of investment-grade bond issuance from tech giants to fund AI infrastructure absorbed liquidity. T...

No guessing directions, only commitments — on lock-up eve, SPCX options are somehow selling at a discount. Would you collect this rent?

Anthropic has just surpassed OpenAI in quarterly revenue for the first time, with revenue more than doubling — just three months ago, OpenAI was still the clear leader.The year-over-year numbers look ...

$Alibaba(BABA.US)reports its June quarter — FY2027 Q1 — before the US open on Thursday, 20 August, landing around 19:30 SGT.If you follow China tech, this is the one you have been waiting for. The who...

Bonds set the price of everything yesterday, and an SG portfolio felt it from both ends. Memory took the worst of it, Micron handing back the $1,000 level it won a session earlier, while the STI slid ...