--- title: "β˜•οΈ [Task Coins Giveaway] Daily Market Talk" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000620451.md" description: "πŸ‡ΊπŸ‡ΈπŸ‡­πŸ‡°πŸ‡ΈπŸ‡¬ Big moves across US, HK, SG markets. Join the chat & earn Task Coins!" datetime: "2026-04-30T02:39:25.000Z" locales: - [en](https://longbridge.com/en/topics/100000000620451.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000620451.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000620451.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # β˜•οΈ [Task Coins Giveaway] Daily Market Talk **Midday update:** Mag7 cracked open after-hours: Meta tanked **βˆ’6%** on a capex hike, Alphabet ripped **+6.6%** on a clean revenue beat, Qualcomm **+12%**, Amazon **+3%**, Microsoft basically flat. Powell's "farewell" FOMC saw the largest dissent in 34 years (4 votes against), with Powell staying on as Fed governor while Warsh's Senate path clears for May confirmation. Anthropic is reportedly chasing a **US$900B** valuation that could overtake OpenAI, DBS just printed a record S$5.95bn quarter with a special 15-cent capital-return dividend, and Singapore's manufacturing data confirmed an AI-led 7.9% Q1 surge. ## πŸ’¬ **Today's 3 Big Questions** 1. Meta **βˆ’6%** on capex hike, Alphabet **+6.6%** on revenue beat β€” same week, same theme, opposite stock reactions. The Mag7 just split into "AI capex believers vs. capex doubters" in real time. Are you adding Meta on the dip (efficiency wins long-term) or chasing Alphabet strength (Cloud/Search re-rating)? Pick one. 2. Powell-to-Warsh transition is now a near-certainty for May. Powell stays on as governor, 4 dissents already on this last decision. Does the handoff mean MORE dovish 2026, MORE hawkish (Warsh's reputation), or just personnel noise? Position long-duration tech vs. Singapore banks accordingly. 3. Anthropic potentially leapfrogs OpenAI to US$900B; Apple unveils Siri Camera + iOS 27 visual AI; Western Digital + SanDisk report tonight; YOFC just printed +226% net profit on AI fibre. Three different AI plays β€” foundation models, consumer-platform AI, enabler hardware. Which has the cleanest 12-month risk/reward, and which would you fade? πŸ‘‡ Like, drop your take (20+ words), click "Repost" & earn **288 Task Coins** ✨ 🚫 NO duplicates or similar content ⏰ Deadline: **April 30, 2026, 11:59 PM (SGT)** ## πŸ“Š **Quick Market Recap** ### 🌍 **Global Macro & Markets** - Fed held with **4 dissents** β€” largest split in ~34 years; Powell signalled he'll stay on as governor, denying he'll be a "shadow chair." Warsh Senate path clear; May confirmation expected. - March US PCE drops tonight SGT β€” first major inflation read since MAS tightening on Apr 14. - Brent still bid: UAE OPEC/OPEC+ exit on May 1 (raising output) battles Iran's Hormuz toll demand. ### πŸ‡ΊπŸ‡Έ **US Markets: Mag7 Earnings Whiplash + Fed Chair Reset** - **Meta** tumbled **βˆ’6%+** after-hours on a sharp capex guide higher; Alphabet **+6.6%** on revenue beat; Qualcomm **+12%**; Amazon **+3%**; Microsoft βˆ’0.1%. - **Apple** β€” plans to launch **Siri Camera Mode** with upgraded visual AI in iOS 27; earnings tonight will set the tone for the AI-iPhone narrative into FY27. - **Anthropic** β€” reportedly targeting a **US$900B** funding round that could overtake OpenAI as the most valuable AI lab; key read-across to Amazon (lead investor) and Google. - **Eli Lilly** β€” reports tonight; obesity-drug demand and manufacturing capacity guidance remain the key debates. - **Western Digital / SanDisk** β€” Q1 prints tonight; following Seagate's +16% blowout, the duopolist HDD and NAND cycle gets fresh tests. ### πŸ‡­πŸ‡° **Hong Kong & China Markets** - YOFC (Yangtze Optical Fibre and Cable) β€” Q1 revenue **+27.7%**, net profit **RMB495m / +226.4% YoY**. The AI-fibre tailwind printed exactly as the bull case promised. - Sunmi Technology-W β€” first full session of trading after yesterday's HKEX listing day. ### πŸ‡ΈπŸ‡¬ **Singapore Markets** - **Manufacturing Q1 +7.9%** (vs. 5.0% advance estimate); infocomms & consumer electronics surging **+17.7%** on AI demand; Q1 GDP could be revised up to 5.3%. Marine & offshore drags **βˆ’13.1%** (steepest since Jul 2020). - **DBS Q1 net profit S$2.93bn** (+1% YoY, +24% QoQ); record total income S$5.95bn; commercial fee income +16% YoY; ROE 17%; declared **66c interim + 15c capital-return dividend**. - **Wilmar Q1**: revenue +21.9% to S$19.8bn but net profit βˆ’22.8% to S$265.6m on margin pressure. - **Sheng Siong Q1**: net profit +12.6% to S$43.4m, revenue +12.4% to S$452.8m β€” defensive grocer printing as expected. - **CDL Hospitality Trusts Q1**: NPI +10.4%; revenue +5.9%; broad-based portfolio growth ex-Japan/Maldives. - **Starhill Global REIT Q1**: NPI flat at S$37.9m; Ngee Ann City + KL Lot 10 + FX provided support. - **City Developments**: management says ongoing strategic review is "timely" post last year's boardroom dispute; details expected by end-June. ## πŸ“… **Key Events Tonight / This Week** - πŸ‡ΊπŸ‡Έ March US PCE inflation β€” Tonight (SGT) - πŸ‡ΊπŸ‡Έ Apple / Eli Lilly / Western Digital / SanDisk earnings β€” Tonight - πŸ‡ΊπŸ‡Έ Berkshire Hathaway AGM (Abel's first as CEO) β€” May 2–3 (Beijing time) - πŸ‡ΊπŸ‡Έ Warsh Fed Chair confirmation β€” Expected May - πŸ‡ΈπŸ‡¬ City Developments strategic review details β€” Expected end-June *Disclaimer: For reference only, not investment advice.* ### Related Stocks - [06869.HK](https://longbridge.com/en/quote/06869.HK.md) - [D05.SG](https://longbridge.com/en/quote/D05.SG.md) - [DBSDY.US](https://longbridge.com/en/quote/DBSDY.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [601869.CN](https://longbridge.com/en/quote/601869.CN.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [QCOM.US](https://longbridge.com/en/quote/QCOM.US.md) ## Comments (17) - **Jolyn Β· 2026-05-01T00:15:41.000Z**: meta down 10% because of ai spending despite good profit.... - **TC89 Β· 2026-04-30T14:04:21.000Z**: Add Meta on the dip, not Alphabet. Powell-to-Warsh is hawkish – buy DBS. Apple has the cleanest AI risk/reward. Fade Anthropic’s $900B valuation. - **Tiffany lover Β· 2026-04-30T13:44:24.000Z**: Meta fell 6% due to increased capital expenditure, and the after-hours price continued to decline.There's nothing particularly wrong with Meta stock itself; it's a good time to open a position. - **Fattycat Β· 2026-04-30T10:36:52.000Z**: The Bank of Japan may have stepped into the market, as the yen is strengthening against the US dollar and other currencies.Watch out πŸ˜‰ - **Fattycat Β· 2026-04-30T05:00:24.000Z Β· πŸ‘ 2**: There is lot of uncertainty around potential future leadership at the Fed, including whether someone like Kevin Warsh would act independently. I am generally being comfortable with Jerome Powell’s approach. Too much uncertainty.Anyway, leadership changes are part of the process and I hope the conti - **NewUser_CkrdqW Β· 2026-04-30T04:48:23.000Z Β· πŸ‘ 1**: DBS and Alphabet both beat forecasts and and are up tremendously while the other 3 Mag 7 stocks "disappoint". Microsoft definitely the weakest of the 4 that reported earnings as the weakness likes in XBOX gaming revenue while Amazon remain about flat after reaching expectations. Meta being t - **Fattycat** (2026-04-30T05:00:49.000Z): Yes DBS. Power πŸš€ - **LazyCat Β· 2026-04-30T04:42:38.000Z Β· πŸ‘ 1**: I think different reactions to capex hikes are caused by purposeful narratives that are meant to drive market sentiments, without which liquidity cannot be accelerated. Is the FOMC meeting actually neutral/balanced or hawkish? Do remember Headlines are meant to solicit attention and a neutral one do - **Heroic Lifesaver Β· 2026-04-30T04:41:11.000Z Β· πŸ‘ 1**: AI humming along as expected and will continue to do so being early in its development still. Now if only the responsible people get a hold of themselves and prioritise peace over their big heads and egos….. - **KC1028 Β· 2026-04-30T04:23:42.000Z Β· πŸ‘ 2**: Alphabet at +6.6% β€” Cloud finally putting up the numbers, Search resilient, ad rebound real. This is the "boring reliable Mag7 name finally re-rates" moment I've been calling for two quarters. Honestly, GOOGL is now the lowest-drama Mag7 holding for a SGD-based investor on a 3-year view. - **Jeanine Β· 2026-04-30T04:05:12.000Z Β· πŸ‘ 2**: I’d probably lean toward the AI enablers over chasing every foundation-model headline. Anthropic possibly reaching a US$900B+ valuation shows how hot the model layer still is, but private AI valuations are getting extremely aggressive.Apple’s visual AI push is interesting because it has distribution - **Fattycat** (2026-04-30T05:01:36.000Z): Nice one πŸ˜‰ - **TheRaccoonAnalysis Β· 2026-04-30T03:59:01.000Z Β· πŸ‘ 2**: Diverging reactions suggest markets are discriminating between visible monetisation and uncertain AI spend. Lean toward Alphabet: stronger near-term earnings visibility from Search and Cloud supports a re-rating, while Meta’s capex narrative needs longer proof. A Powell-to-Warsh transition likely sk - **Irenee Β· 2026-04-30T03:44:14.000Z Β· πŸ‘ 1**: I think big tech earning is strong. Especially meta whereby revenue is strong and stable. Among the 7, it is the most undervalued company! - **GabyWoon Β· 2026-04-30T03:43:23.000Z Β· πŸ‘ 1**: I believe in the AI race, the memory chips will continue to soar. It has strong momentum and is expected to continue outperforming the broader market. AI is home! - **Joannee Β· 2026-04-30T03:41:26.000Z Β· πŸ‘ 1**: Warsh is back, rate cut is back! The major headwind is dismantled. However he is not interested in QE, so becareful about the fed put still being a guaranteed. - **MingHwa Β· 2026-04-30T03:40:09.000Z Β· πŸ‘ 1**: MAG7 is back, AI is back, the bulls are back! Do not fight the market right now. The Iran War is forgotten. AI is more powerful than Oil! --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**