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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'...
It’s CPI day. Tech has done well but it needs help to lift it up, up and away. Let’s hope the CPI data does the trick!
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 holds the key tonight with the technicals at a crossroad. The market needs to push higher on volume to convince the fence sitters who are waiting for confirmation before placing their cash back into the market.
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'...
NYT: Commerce Dept. Chip Inquiry Was Halted After Nvidia Intervention
A representative for Megaspeed said the company was conducting an internal investigation into allegations of chip diversion and had repeatedly offered to cooperate with the U.S. government but that those offers had gone unanswered.The United States began investigating Megaspeed and Ms. Huang in 2024, after the company started importing billions of dollars’ worth of advanced Nvidia A.I. equipment into Malaysia. Megaspeed had been planning and constructing data centers around Southeast Asia to serve Chinese clients, including Alibaba, the Chinese tech giant. While that behavior is legal, U.S. officials were concerned that some of the Nvidia chips the company had bought were illegally routed into China.In August 2025, officials at the Commerce Department’s Bureau of Industry and Security who were pursuing the case received an email from Mr. Teter, the general counsel of Nvidia, people familiar with the incident said. In a message to the agents, Mr. Teter said that Mr. Kessler had given him permission to reach out about the case.A Commerce Department official said that Nvidia had contacted the employees directly to request a meeting with one of them. When the employees declined the meeting, Mr. Teter responded to the employees by saying he was unsure what the issue was because Mr. Kessler had said Nvidia could communicate with the bureau’s employees.The employees forwarded the email chain to Mr. Kessler. Hours later, Mr. Kessler responded, saying they should continue to handle the case strictly by the book, the official said.Mr. Kessler did not order his employees to divulge information to Nvidia, and he did not weigh in with the agents on what meetings to take or what information to divulge, that official said.$NVIDIA(NVDA.US)$NVIDIA(NVDA.US)
🚨 NVIDIA At A Critical Juncture: Will US$165‑US$170 Support Hold? 🚨
NVIDIA is currently sitting at a key crossroads, squeezed between headline‑driven selling and rock‑solid business fundamentals. It has fallen to US$176.35 in pre‑market trade.
The pre‑market dip stems from news involving CEO Jensen Huang. A personal matter has escalated, bringing concerns over potential Alibaba and China links and triggering an independent board investigation.
Huang remains CEO, with no confirmed security breaches, yet leadership uncertainty is fuelling the sell‑off.
🔷Technical snapshots :
Price is fast approaching the major March‑April 2026 historical support zone of US$165‑US$170. The RSI is oversold at 38.62 and drifting toward 30.76, a level that may draw bargain hunters and spark a rebound.
🔷Fundamentals Snapshots:
NVIDIA’s core business is still in tact. Its Q3 earnings are due 17 November, with forecasts pointing to roughly US$108 billion in revenue, backed by relentless global AI demand.
The 15%+ pullback from October’s peak presents a tempting discounted entry for long‑term investors.
Will NVIDIA’s AI powerhouse overcome the leadership noise or will prices drift lower first?
Are you buying the dip or waiting on the sidelines? Let’s discuss☺️👇.
⚠️ Disclaimer: For discussion only, not financial and investment advice. Do your own due diligence.
Singapore market closed today, holiday. Boring 🤭.
Anyway, i am happy to see that Hang Seng Index is bouncing back this morning boosted by an overnight US market recovery. AI and tech stocks including Tencent and Xiaomi are seeing positive momentum☺️☺️
Furthermore, China’s mixed inflation data keeps hopes for further policy support alive. Now the investors are shifting their focus to quarterly earnings to confirm actual profitability. Names like Alibaba are worth watching ahead of their upcoming results.
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...
$BABA-W(09988.HK)
Alibaba (Update) - I am Still Holding, Waiting for the Next Quarter’s Results
Back in October I was asking whether Alibaba’s premium valuation was justified by its growth story.
Today my position is still underwater, sitting around ‑2.45% from my average cost of HKD 109.387.
I am not rushing to add or cut my position just yet. I may accumulate more if it drop below HKD 100. I am waiting for the upcoming quarterly earnings report, 18 Nov 2026, to confirm whether Alibaba’s profitability is strengthening as I expect.
That set of numbers will be my key confirmation check to decide my next move.
Alibaba still has plenty of moving parts from its cloud, domestic commerce and international businesses. The market is pricing in a lot of hope hence quarterly results will be the real test.
Let’s go Alibaba 🚀.
About 600,000 Nvidia H200 AI chips are logjammed in Hong Kong awaiting official approval for entry into China, Reuters reports, sending H200 AI server prices skyrocketing as AI firms clamor for computing power: An eight-card H200 server fetched 6 million yuan (US$900,000) in China at end-October, about 3x its price a year earlier. Recently, several China cloud giants have won approval for about 10,000 H200s each. $NVIDIA(NVDA.US) $Baidu(BIDU.US) $Alibaba(BABA.US) $THECY #semiconductors
Source: Dan Nystedt
🐶 Options Puppy Investment Series | 5 November 2026Is the China market giving investors a second chance to get in, or are we looking at another short-lived rebound?When a market recovers approximately...
Haiting and Yangzijiang, these two ships stopped halfway at sea and didn't move forward. Are they fishing? 🐟 😳 Could these two be drifting fishing boats at sea? 🫢🫢🤣
Haiting is up 1.94, and Yangzijiang broke through 4.8. Are these two ships setting sail? 😃
