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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...
$NVIDIA(NVDA.US)amd earnings call shows that the chips sector have yet to peak! Sales remain healthy. Mid terms result will act as tailwind. Expect a huge rally tonight at open.
Breaking: Michael Burry is winning during the AI bubble
Here's how his shorts are performing:• Nvidia $NVIDIA(NVDA.US): -2.3%• Palantir $Palantir Tech(PLTR.US): -13.9%• Oracle $Oracle(ORCL.US): -17.6%• Micron $Micron Tech(MU.US): -20.8%Everyone was hating on him, but who's laughing now$Apple(AAPL.US) Apple revenue up 12% YOY but market is expecting more on Ipad sales forecast for next quarter. The current earnings are yet to factor in its new Iphone Duo which has some problems. For a company that has not been investing heavily in AI and thus has been shielded by AI investment volatility, it should do better!$NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US)
AI stocks finally getting some relief 🟢
$Sandisk(SNDK.US) $Micron Tech(MU.US) $NVIDIA(NVDA.US) $AMD(AMD.US)🟢🟢🟢🚀🚀🚀
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.
Stock down hard: company trouble or sector drag? What are options betting on? 5 contest picks, each with a prompt to try. Share your chat for 288 Task Coins and a shot at a Pro card!
Last Friday, the Nasdaq fell 2.86%, its worst day since June; October saw a full-month decline of 5.2%, marking the weakest month since March 2025. From its peak on Oct 6, the Nasdaq 100 has already seen an intraday drawdown of over 10%, the third 10%-level correction this year; the S&P 500 only pulled back 3.1%. Intel plunged 28.6% in a single day, its steepest drop since 1974. Chart 1: Nasdaq 100 and S&P 500's three corrections this year, same scale (closing price, % from previous high). Let's first crunch one number. Based on closing prices...
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Palantir Technologies $Palantir Tech(PLTR.US) trades around $173.00, down roughly 6% following recent market volatility ahead of its Q3 2026 earnings report.
Financial and Market Snapshot
• Share Price: ~$173.00 (52-week range: $106.37 – $212.94)
• Market Capitalization: ~$428.5 billion
• P/E Ratio: ~152x trailing earnings
• Recent Performance: Q2 2026 revenue hit $1.935 billion (up 93% year-over-year), driven by 149% growth in U.S. commercial revenue via its Foundry, Ontology, and AIP platforms.
Bullish Case
• AI Momentum: Strong demand for artificial intelligence and sovereign AI deployments across defense, commercial enterprises, and healthcare (e.g., L3Harris, Nvidia partnerships).
• Wall Street Targets: Major firms maintain an upbeat stance; JPMorgan initiated coverage with an Overweight rating and a $262 price target, while the consensus average price target sits near $212–$216.
• Strong Balance Sheet: Zero debt and billions in cash/short-term U.S. Treasury securities.
Bearish Case & Risks
• Rich Valuation: A triple-digit P/E ratio and high price-to-sales multiples leave little room for error if growth slows or macro sentiment shifts.
• Insider Activity: Net insider selling has totaled hundreds of millions over recent quarters.
• Execution & Political Scrutiny: High-profile contracts like the UK’s NHS data platform face ongoing political pressure and long sales cycles in regulated sectors.
Summary
Palantir remains a high-conviction, premium-priced AI leader that acts more like a high-octane growth engine than a conservative portfolio anchor, making it best suited for investors with a high risk tolerance and a long-term horizon. Given its steep triple-digit P/E valuation, buying the stock at all-time highs exposes you to sharp, sentiment-driven corrections; however, its robust debt-free balance sheet and explosive U.S. commercial growth provide a solid fundamental floor.
