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NVIDIA surged 8.74%, adding $442bn to its market cap in a single trading session, marking the second-largest single-day gain for any stock. Data center revenue reached $89bn (+117% YoY), with Q3 guidance at $108bn.

NVIDIA reversed last week's consecutive declines, which was an inevitable trend; as the industry leader, its position remains unshaken.

Singapore's July core inflation reached 2.0%, a 21-month high, driven by electricity, natural gas, services, and food. The Monetary Authority of Singapore (MAS) has already raised its forecast range for 2026.

The ongoing Gulf conflict will pressure sectors such as transportation, logistics, and aviation, while exacerbating inflation.

International oil prices fell to around $81/bbl (WTI), with Brent crude below $89, as Iran and Oman discussed establishing a temporary joint corridor to reopen the Strait of Hormuz's safe passage.

This price level is gradually returning to rationality; only when crude prices normalize can some extraneous noise be filtered out.

Meanwhile, the US President's tariff trade war is back on the agenda, dealing another blow to capital markets.

NVIDIA fell for the 7th consecutive trading day, closing down 2.91% at $208.48, marking its longest losing streak since 2022 with a cumulative drop of over 7%. This could be an opportunity to enter the market.

If Apple sources memory chips from Chinese suppliers next year, the memory chip sector will likely face further declines, dragging down AI training chips as well.

This would have a significant impact on the entire tech sector.

Bitcoin broke through $75,000 on Friday, marking its best weekly performance in about 2.5 years.

Bitcoin and related derivative financial products have experienced a prolonged slump, with hopes for relief in the near term.

Diversified investment structures represent a relatively healthy strategy.

Oil prices remain near multi-week highs (WTI ~$86, Brent ~$93), with ongoing tensions in the Strait of Hormuz and no signs of a resolution to the US-Iran standoff.

Gold prices are following oil's upward trajectory into a consolidation zone.

The US Treasury has finally been bailed out by the government, though it remains unclear how long this support will last.

Amidst a complex world, the stock market remains serene.

Bitcoin nears $70,000 and gold hits a two-month high of ~$4,480/oz, both driven by dollar weakness following the Treasury's repo announcement.

Will Bitcoin's rebound provide an opportunity for the crypto market?

As a safe-haven asset, gold should play a stabilizing role.

The US 30-year Treasury yield rose to 5.31%, its highest since July 2007, while the 10-year yield hit 4.70%, a full percentage point above the Fed's target range ceiling.

Long-duration assets faced pressure first. Treasuries are at a 20-year low—is this due to market selling, pessimism about future economic prospects, or the frenzy chasing quick profits in tech chip stocks?

Brent crude oil broke through $90 per barrel as the US-Iran shipping memorandum expired without a successor agreement.

As oil prices rose, gold and silver saw a reversal.

Portfolios might consider diversifying into broader sectors for risk control.

Singapore's non-oil domestic export value rose 24.2% year-on-year in July, continuing the 20.8% increase from June, driven by a surge of 112% in electronics shipments due to strong demand for hard disk drives, personal computers, and chips.

If the Middle East situation stabilizes and oil prices fall, increasing exports of petroleum processed products, the economic situation will improve further.

We remain bullish on Singapore's stable growth prospects.

Tensions in the Strait of Hormuz continue to escalate, with shipping traffic at a three-month low and conflicting signals from both sides regarding an end to the conflict; oil prices still fell 2.1% to $87.07.

Gold saw slight gains, while the US dollar remained weak.

The situation is not optimistic; hold some cash and keep safe-haven precious metals on hand for emergencies.

The Straits Times Index (STI.SG) in Singapore fell approximately 0.6% to around 5,720 points on Wednesday, breaking the rebound momentum that had pushed it to a new high at Tuesday's close. The index weakened further, falling about 0.5% in early Thursday trading.

All three major banks saw slight declines after releasing their earnings.

I believe this is just a basic broad market adjustment; the turning point will soon resume its upward trend.

$Singapore Exchange (S68.SG) → Net revenue growth of 13.9% in FY2026, adjusted net profit growth of 24.6%, and a 52% dividend increase to SGD 0.57.

S68 is a stock I've always been bullish on. With Singapore's economic growth, stock market activity is currently surging, with many local stocks and ETFs being very active.