With CPI out and increased in rate hike talks, wonder if AI bull would be broken…
$Sea(SE.US) beat on revenue but missed on profit, closing -1.49%. A hot CPI revived Fed hike bets, and $NVIDIA(NVDA.US) fell another 5%. At home, the STI is inching higher. Let's dig in 👇💬 Sea's 43% s...
Watch for CPI and oil prices. Do remember there is time lag between oil prices and inflation numbers.
Chip stocks roared back as AMD jumped 13%, but Nvidia slid to a seven-month low as its board probes CEO Jensen Huang. At home, the STI rebounds after Monday's holiday, with Sea reporting tonight. Let'...
CPI results coming in soon. Likely to accelerate further and cause rate hike…
US hiring came in at more than double forecasts, lifting bets on a December Fed hike. Over the weekend, Nvidia's board opened a probe involving CEO Jensen Huang, and its shares slip in overnight tradi...
The market is on sale now and it has reflected the potential changes which may not materialize.
Chips just had their worst day since 2020. Here's what drove it, how DBS and OCBC results stack up, and what to watch tonight.
The US stock market rockets due to certainty but it’s coming down again as the macro fundamentals have not changed, and not sure what actions the political parties will try after holding congress.
Democrats swept Congress and the Dow had its best post-midterm day in 44 years, but chipmakers sank as voters turned on AI data centres. At home, DBS missed forecasts, the second big local bank to stu...
Oil may slip if democrats control senate and house, and keeps POTUS in check. But they may not be super market friendly
AMD beat forecasts and rose after hours on surging AI chip demand, after chipmakers snapped a three-day slide. At home, UOB's profit missed forecasts and the STI is sliding again, now nearly 10% off i...
Watch out for midterm election results because of what POTUS may do… Also oil price…
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...
Nothing very exciting on the macro front for this week. Oil price is still the main focus.
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 ...
The chips are showing cracks… When the music slow, it is like that… Although I dont think it’s a bubble, just ran way too fast and far ahead of fundamentals.
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...
AO has a real advantage, but it’s a double edge sword and currently in the infant stage whereby cost is more than revenue
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...
Watch for fed decision although it’s likely to be “neutral”, but it’s the tone they portray that may be more important.
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...
Anthropic is going ipo, the chips makers stand to benefit from the capex. But the chips makers are also investing in Anthropic… isn’t it like a round tripping?
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...
Hynix looks promising if AI holds, because it’s one of the bottleneck of the business or you can say it has a huge moat. But if AI demands fall, it will free fall a long way…
Decoding the Implied MoveOptions dealers typically price event-driven moves, like earnings, at about two standard deviations. Halve that implied move, and you get a rough gauge of the stock’s daily sw...
