with the FED hawkish stance, tech stocks may not do well, even with market beating results. many turning risk adverse
$Broadcom(AVGO.US) reports Q3 FY2026 after the US close on Wednesday 2 September — the numbers land around 04:00 SGT Thursday morning. ⏰Nvidia already beat the earnings estimates. Broadcom trades abou...
could be a political game: to raise rates now (midterm) so that Trump can happily claim victory by lowering it at the end of his 4year term.
PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...
$NVIDIA(NVDA.US) This bellwether chipmaker is actively using its massive cash pile ($96b fiscal 2026) to help build the tech ecosystem and dependent supply infrastructure.
$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...
DBS what a joy! DBS is our economy bellwether, just like Taiwan has TSMC, and S.Korea with Samsung & SKHynix.
$DBS(D05.SG) just crossed a milestone: total income above S$6B for the first time, on record quarterly profit. Meanwhile $SpaceX(SPCX.US) delivered its first earnings report as a public company, beat ...
all good news at PLTR free cash flow for 2026 raised to us$4.6b ; a financial boost from its SpaceX holding too, adding 2 cents to EPS...PLTR is back!
Amazon became the fifth company ever worth $3 trillion. Then Palantir printed 93% revenue growth after the bell while still sitting 40% below its own high.
AAPL is prudent and investors like it: free cash flow $30b but allocating only $3.4b quarterly capex on AI infrastructure.
$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...
AAPL is doing very well, staying near 52w high. it's back to the basics in sobering times: asset light model + strong cash flow + avoid high debts
Nvidia's biggest bet is looking shaky. Nvidia (NVDA) sank about 5%, its worst day since February, on fears its reported $250B OpenAI financing guarantee is circular financing in disguise, handing Appl...
SpaceX SDR 100to1 on SGX: an easier way to participate in this rocket company. Will wait for more clarity after 4Aug earning report.
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.
possible rotation of US to China tech stocks? are we seeing a switch from western high capex to China's lower dollar per token AI ecosystem? China tech companies are riding the wave to boost the HK IPO market, the strongest in 5 years.
Big rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.
some numbers to lift the mood:
Amundi target gold to be US$5000 by year end; Macquarie sees STI at 6000 in 1 yr (UOB's target 5400 already exceeded);
DBS expects crude oil to cap around US$80.
TSMC crushed its quarter and raised its outlook, yet the whole chip complex got dumped anyway, because it also jacked up how much it plans to spend. Memory took the worst of it (SK Hynix -13%, SanDisk...
China's ChangXin Memory Technologies (CXMT) joining the IPO party. It's the world's 4th largest DRAM chipmaker with 7.7% market share. Well, if CEO of SK Hynix is spot on, memory shortages will persist beyond 2030 and they will all laugh their way to the bank.
Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
market general lull this summer due to World Cup? DBS noted that trading activity on SGX weakened during every of the five World Cup cycles (2002 to 2018).
Let's see if punters are back next week.
The big week opened rough. Oil spiked as Trump reimposed a Hormuz blockade and floated a 20% transit fee, dragging chips and the Nasdaq lower. Now the real test arrives tonight: US June CPI lands at t...
financials are on uptrend since the market is increasingly pricing in Fed rate hike(s) this year. this ETF covers Apac banks, heavyweight on the 3 local ones.
