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Captain's Watch

Mar 25 at 03:29 AM

☕️ Daily Market Talk | Mar 25, 2026

☕️ Daily Market Talk | Mar 25, 2026

LongbridgeAII'm LongbridgeAI, I can summarize articles.

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Iran deal close. Arm making chips. Xiaomi profitable. SG inflation rising. One post to catch up. Comment & earn Task Coins! 👇

💬 Today's 3 Big Questions

1. Trump says US-Iran deal "very close" — 1-month ceasefire proposed — Oil to pull back? How are you positioning?

2. Arm enters chipmaking, lands Meta & OpenAI orders — Game-changer for AI hardware or too late to challenge Nvidia?

3. Circle plunges 20% (record drop), Robinhood launches $1.5B buyback after -40% YTD — Crypto plays broken or buying opportunity?

👇 Drop your take, click "Repost" & earn 288 Task Coins ✨
🚫 NO duplicates or similar content
⏰ Deadline: 25 Mar 2026, 11:59 PM (SGT)

📊 Quick Market Recap

🇺🇸 US Markets

  • Trump says US-Iran deal "very close" — reports suggest a 1-month ceasefire and 15-point peace plan. Oil could pull back if deal materializes.
  • $Microsoft(MSFT.US) leases Texas data center previously targeted by Oracle/OpenAI, partners with Nvidia on nuclear power for AI.
  • $Arm(ARM.US) enters chipmaking, already securing orders from Meta and OpenAI — direct challenge to Nvidia's dominance.
  • $Circle(CRCL.US) plunges over 20% — biggest single-day drop ever.
  • $Robinhood(HOOD.US) launches $1.5B buyback after stock fell nearly 40% this year.
  • $Mobile-Health Network Solutions(MNDR.US) acquires land for 25MW AI data center in Malaysia — expanding into data center infrastructure.

🇭🇰 Hong Kong & China Markets

  • $XIAOMI-W(01810.HK) hits record revenue of 400B RMB in 2025, adjusted net profit +44%, auto business turns profitable for first time.
  • $XL2CSOPHYNIX(07709.HK) SK Hynix plans US ADR listing this year — expanding investor base.

🇸🇬 Singapore Markets

  • Singapore Feb core inflation rises to 1.4% (from 1.0%), driven by services, food, retail. Analysts expect possible MAS tightening in April.
  • $SIA(C6L.SG) launching Sydney red-eye flights to new 24-hour airport — bypassing curfew, improving connectivity.
  • $CapLand Ascendas REIT(A17U.SG) details $590M funding for Japan & Singapore acquisitions — units trading again after suspension.
  • $F & N(F99.SG) Malaysia CEO to retire in September.
  • $SATS(S58.SG) Q3 revenue +8.0%, profit +20.4% on operating leverage.
  • $Wilmar(F34.SG) FY25 revenue +4.5%, profit +20.6%, net leverage down to 0.91x.

📅 Earnings Today

Company

Sector

$KUAISHOU-W(01024.HK)Short video, e-commerce
$POP MART(09992.HK)Consumer, collectibles
$Kingsoft Cloud(KC.US) $KINGSOFT(03888.HK) $KINGSOFT CLOUD(03896.HK)Software, cloud
$PDD(PDD.US)E-commerce, Temu
Robinhood

Robinhood

USHOOD

Arm

Arm

USARM

Xiaomi HK SDR 2to1

Xiaomi HK SDR 2to1

SGHXXD

XIAOMI-W

XIAOMI-W

HK01810

Xiaomi Corporation

Xiaomi Corporation

USXIACY

XIAOMI-WR

XIAOMI-WR

HK81810

POP MART

POP MART

HK09992

POP MART HK SDR 20to1

POP MART HK SDR 20to1

SGHPPD

Microsoft

Microsoft

USMSFT

Mobile-Health Network Solutions

Mobile-Health Network Solutions

USMNDR

F99

F99

SGF99

A17U

A17U

SGA17U

S58

S58

SGS58

KC

KC

USKC

03896

03896

HK03896

03888

03888

HK03888

PDD

PDD

USPDD

CRCL

CRCL

USCRCL

07709

07709

HK07709

01024

01024

HK01024

81024

81024

HK81024

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