Wednesday proved it — no one wants risk into earnings. Software “refusing to die” isn’t the same as thriving. With inflation sticky in SG, defensive rotates start now.
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%.
Bitcoin at $80K is stealing flows from tech. Dow strength is old economy. $NhVDA’s rally to $213.05 looks like a trap — earnings volatility cuts both ways.
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...
Seven straight down days in $NVIDIA(NVDA.US) tells you the AI trade is exhausted. Add potential Chinese memory competition and 50% auto tariffs, and you’ve got margin compression + demand destruction hitting semis together.
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...
This is classic headline selling. Futures drop, then dip buyers step in. Bitcoin breaking 2.5-year highs shows liquidity is still here. If talks resume Tuesday, risk assets snap back fast.
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...
This is biotech breaking out. Cancer mRNA going Phase 3 successful is a decade of R&D paying off. In chips, buybacks beat capex, so $Micron Tech(MU.US) and $Sandisk(SNDK.US) win while laggards like $Seagate Tech(STX.US) get sold.
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...
Memory is back in favor. AI training needs HBM and NAND more than ever, so $Micron Tech(MU.US) + peers had to reprice. STI and HK following means Asia supply chain is getting the bid too.
Chips rallied hard against a falling US market Monday: SanDisk, Western Digital, and Micron all jumped after Elon Musk called memory the binding constraint on AI, even as the S&P 500, Nasdaq, and Dow ...
$NVIDIA(NVDA.US) reducing the OpenAI guarantee is smart risk management. They still back AI, just not at $250B. The $21B SpaceX stake is a long-term moat play. SG +24.2% exports show the cycle isn’t dead.
Nvidia is scaling back a massive AI bet: the Wall Street Journal reported the chipmaker is cutting its financing guarantee for OpenAI's Ohio data center from $250B to under $120B, even as it disclosed...
S&P 500 hitting records with Reddit’s addition shows retail + AI data is mainstream now. $Citigroup(C.US)09.SG tripling profit and $9CI.SG gaining 14% proves Singapore real estate is in a real recovery, not just hype.
Reddit will join the S&P 500 next week, and its stock jumped after hours on the news, capping a record-setting session for US stocks. In Singapore, $CityDev(C09.SG) surged about 9% after first-half pr...
AI-infra is running oun fumes and cheap money. 10Y yields at 2007 highs will kill the funding. $Cisco(CSCO.US) beat and dropped, Tencent capex spooked HK — when one crack shows, the whole trade can gap down.
AI-infrastructure stocks went vertical Wednesday: $Coreweave(CRWV.US) surged 19.5%, $Super Micro Computer(SMCI.US) jumped about 20%, $Nebius(NBIS.US) soared over 30%, and $Lumentum(LITE.US) climbed 14...
The market’s message is clear: spending is out, profits are in. $Alphabet(GOOGL.US) raised capex + debt with negative FCF and got sold. If AI infra beats don’t turn into real cash soon, the whole trade unwinds.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
Financing $500B of AI infra is risky if demand slows. Coherent and Lumentum selling off shows cracks. Apple downgrade + Intel dilution signals even leaders are stretched funding this buildout.
$NVIDIA(NVDA.US) isn't just selling chips anymore, it's helping finance the buildout: the company signed non-binding agreements with six Wall Street heavyweights to raise over $500 billion for AI infr...
Weak US jobs data gives the Fed cover to cut faster, which is rocket fuel for *$SentinelOne(S.US)&P 500(.SPX.US)*. Meanwhile *$SentinelOne(S.US)TI.SG* benefits from capital rotating into stable, high-dividend markets like Singapore, with *$DBS.D05.SG* as the proxy.
Singapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
SG banks and STI at highs is great, but it’s also textbook defensive rotation. When storage gets sold and oil reverses the same week, it’s not broad strength. SpaceX rising into a $100B unlock because of retail call buying is the opposite of helalthy. That’s leverage, not fundamentals. If we need SG defensives + meme options to hold the tape, the foundation is shakier than it looks.
Singapore's banks delivered a clean sweep this week: DBS, SGX and Venture Corp all beat, then OCBC and UOB followed with strong earnings of their own, sending $FTSE Straits Times Index(STI.SG) to fres...
