All 👀 on CPI tonight!
Oracle fell -5.4% in Wednesday's session, dragged down by a hot US PPI print — then jumped as much as +7% after hours once its actual results landed: cloud infrastructure revenue +121%. That same PPI ...
Apple on the headlines again!
Apple's iPhone Duo — its first foldable iPhone — launched at 1am SGT, priced up to a record $3,199. $Apple(AAPL.US) barely budged. Brent crude also broke $100/barrel for the first time since July, and...
Apple's foldable phone being the highlight shows that Apple's standing is still on top especially after the CEO change. However, with such a niche product, i think there will be concerns over its cost for more expensive components as well as whether its highly priced product can attract consumers.
I am more interested to see how Meta's new AI agent Muse can differentiate itself in the industry with so many agents.
We can also see multiple places increasing rates and soon the impact of this will be reflected in the coming days
Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...
Treasury Yield all time high in 3 years!
OpenAI's GPT-6 Astra and Nvidia's "AGI has arrived" moment are the most visible face of an AI compute boom so intense it's pushed global memory chip inventories down to just 10 days' worth. Separately...
Labour day and break for US market as jobs climbs
US markets are closed today for Labor Day, so let's recap Friday's session: August non-farm payrolls blew past estimates, pushing September rate-hike odds to 60%. Tesla's Cybercab officially launched ...
Lets discuss here!
Dell surged 15.8% Wednesday as its AI-server refresh story kept building. Broadcom fell despite revenue growing 86% and AI chip sales more than tripling — its guidance simply wasn't enough. A weak ADP...
US market dip yesterday!
US Central Command struck Iranian Revolutionary Guard targets Tuesday; Iran retaliated against US bases in Jordan and Bahrain. Oil jumped over 5%. Dell raised its full-year revenue guide by $25 billio...
Nvidia up! Inflation also up!
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%.
Nvidia earnings discussion!
$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 stonks?
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 being the highlight of today's talk with upcoming earnings
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...
Another exciting daily market talk!
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...
Daily market talk discussion is here!
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...
