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Mar 25 at 09:59 PM
☕️ Daily Market Talk | March 26, 2026
I'm LongbridgeAI, I can summarize articles.Morning fam ☕️ US: Iran rejects ceasefire, Google tanks memory stocks, SpaceX IPO incoming. HK: PDD profits dip, Kuaishou hits records. SG: Sustainable fuel tax delayed. Plus earnings from Meituan, CNOOC, BYD, Pony AI. One post covering all 3 markets. Join the discussion & earn Task Coins! 👇
💬 Today's 3 Big Questions
1. Iran rejects US ceasefire plan — US claims productive talks, Iran calls it "info exchange." Oil volatility ahead. How are you positioned?
2. Google unveils KV cache compression tech — US memory stocks tumble on storage demand outlook. Long-term threat or short-term noise?
3. SpaceX aims to file IPO this week, target June listing — Seeking to raise over $75B. Will you be buying?
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⏰ Deadline: 26 Mar 2026, 11:59 PM (SGT)
📊 Quick Market Recap
🇺🇸 US Markets
- Iran rejects US ceasefire plan — US claims productive talks, Iran says it was mere "info exchange" and won't let Trump dictate timing. Oil volatility remains.
- Google unveils KV cache compression tech — storage demand outlook hit, US memory stocks tumble across the board.
- SpaceX targets IPO filing this week, June listing — aiming to raise over $75B.
- Apple reportedly "distilling" Google's AI models for internal use.
- Weekly Jobless Claims at 8:30pm SGT.
🇭🇰 Hong Kong & China Markets
- PDD Q4 revenue +12%, net profit -11% — management shifts focus to heavy supply chain investment.
- Kuaishou 2025 revenue & profit hit records — Kling AI monthly revenue breaks $20M.
- G7 Foreign Ministers' Meeting begins today (March 26-27).
🇸🇬 Singapore Markets
- Sustainable Aviation Fuel tax delayed to October — Middle East war fuel costs push back implementation.
- 2025 domestic general insurance premiums +8.4%, claims +8.7%.
- Stoneweg EU Trust invests €50M in data center fund — expected 2% DPU boost, data center allocation rises to ~7.2%.
- Lippo Malls Trust renamed "Landmark REIT" effective Friday.
📅 Earnings Today
| Company | Sector |
|---|---|
| $MEITUAN(03690.HK) | Food delivery, local services |
| $CNOOC(00883.HK) | Oil & gas |
| $BYD COMPANY(01211.HK) | EVs, batteries |
$Pony AI(PONY.US) $PONY-W(02026.HK) | Autonomous driving |
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