
☕️ Daily Market Talk | Mar 25, 2026

🇺🇸🇭🇰🇸🇬 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.
- $微軟(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
- $小米集團-W(01810.HK) hits record revenue of 400B RMB in 2025, adjusted net profit +44%, auto business turns profitable for first time.
- $南方兩倍做多海力士(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.
- $新加坡航空公司(C6L.SG) launching Sydney red-eye flights to new 24-hour airport — bypassing curfew, improving connectivity.
- $騰飛房地產信托(A17U.SG) details $590M funding for Japan & Singapore acquisitions — units trading again after suspension.
- $星獅集團(F99.SG) Malaysia CEO to retire in September.
- $新翔集團(S58.SG) Q3 revenue +8.0%, profit +20.4% on operating leverage.
- $豐益國際(F34.SG) FY25 revenue +4.5%, profit +20.6%, net leverage down to 0.91x.
📅 Earnings Today
Company | Sector |
|---|---|
| $快手-W(01024.HK) | Short video, e-commerce |
| $泡泡瑪特(09992.HK) | Consumer, collectibles |
| $金山雲(KC.US) $金山軟件(03888.HK) $金山雲(03896.HK) | Software, cloud |
| $拼多多(PDD.US) | E-commerce, Temu |
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