Combined with ETF flows, repurchase activity, institutional positions and sentiment indicators, the capital structure of the U.S. stock market in August is gradually entering a "wait-and-see + defense" phase from the previous state of full attack.Although it does not mean that the market will immediately turn short, but the marginal weakening of the driving force of capital, coupled with the seasonal pullback tendency, making the market more sensitive to risk. $S&P 500(.SPX)$$SPDR S&P 500 ETF Trust(SPY)$$NASDAQ(.IXIC)$$Invesco QQQ(QQQ)$ Against the backdrop of a lack of sustained incremental buying, the market
🎉32 $10B+ US Stocks Hit New Highs: NVDA, AVGO, INTU Lead & Uptrend Drivers
As of Monday's market close, $Dow Jones(.DJI)$ down 0.14%, $S&P 500(.SPX)$ minor gained 0.02%, and $NASDAQ(.IXIC)$ up 0.33%, showed mix performance of the market. Data from TradingView shows that 32 companies with a market cap of over $10 billion have reached new highs.U.S.-EU 15% Tariff Agreement: Trump and European Commission President Ursula von der Leyen announced that tariffs on EU goods (excluding steel and aluminum) exported to the U.S. will be reduced to 15%. In return, the EU pledged $600 billion in increased investment in the U.S. and $750 billion in energy product purchases.August 1 Tariff Deadline Approaches: The U.S. has threatened to impose 15%
$ST Engineering(S63.SI)$ very good run n congrats everyone who raked up good profits [USD] [USD] [USD] . Target hit so maybe it's time to take some money off the table [Happy]
Design software unicorn Figma $Figma(FIG)$ has officially announced its plan to list on the New York Stock Exchange, trading under the ticker symbol FIG. The IPO closes for subscription today and is set to begin trading tomorrow. Investor enthusiasm has been overwhelming — the IPO was reportedly over 30 times oversubscribed, and pricing has been raised significantly in the past week. So what exactly is Figma? And how should we view its prospects as it goes public? Company Overview: Redefining Design for the Cloud Era Founded in 2012 and headquartered in San Francisco, Figma $Figma(FIG)$ set out to build the future of digital design and collaboration. It was the first browser-based UI/UX design tool — breaki
Meta earnings report is here! How to play the short-selling wide straddle strategy?
$META Platforms, Inc. (META) $The financial report will be released after the market closes on July 30, Eastern Time. The agency expects to achieve revenue of US $44.794 billion in 2025Q2, a year-on-year increase of 14.65%; Earnings per share are expected to be $5.896, a year-on-year increase of 14.27%.Before Meta, Google had just handed over a second-quarter financial report that exceeded market expectations, and at the same time raised capital expenditures for the next quarter. So can Meta's second quarter report also exceed market expectations and boost its stock price to a new high? For this second quarterly report, what will the market focus on?Needless to say, almost all of Meta's revenue comes from advertising revenue. The company's 2025Q1 adv
🧭 July 29 Pre-Market Playbook: Calm Before the Earnings Storm?
The week kicks off quietly on paper, but smart traders know 29 July is a set-up day before the earnings avalanche begins. Let's break it down: 🔥 1. Macro Watch: All Eyes on Stockholm The third round of US–China talks starts Monday in Sweden. While not front-page headlines, any surprise move, like easing chip export bans or strategic tech cooperation, could light up semis and ADRs ($TSM, $BABA, $JD). 📌 Watchlist: $KWEB, $ASML, $NVDA, $TSMC 🎯 Trade setup: Calls on dips if diplomatic tone improves (but fade if talks stall) 🧾 2. Earnings Line-Up for Tuesday (Key Positioning Today) Massive names report after the bell tomorrow, meaning Monday is the positioning day. ➡️ Tuesday earnings preview includes: $BA, $SOFI, $PYPL, $SBUX, $SPOT, $V, $UHC 📌 Focus tickers for 29 July: $SOFI: Bullish fl
$SIA(C6L.SI)$ Singapore Airlines' (SIA) 59% year-on-year decline in Q1 net income to S$186 million is a sharp deterioration, particularly when viewed against the backdrop of only a marginal 1.5% increase in revenue to S$4.79 billion. This suggests that the cost side of the equation – particularly non-operational pressures such as losses from Air India Ltd. and reduced interest income – is beginning to weigh more heavily on the bottom line. Key observations: 1. Air India Drag: The investment in Air India, while strategic in positioning SIA within a fast-growing aviation market, has evidently become a short-term liability. Losses here reduce consolidated profitability and cast doubt on the near-term returns from thi
DBS is making headlines again — surging toward the SGD$50 mark as investors cheer its strong capital position, digital growth, and dividend momentum. But beneath the surface, there’s a key risk developing for the broader sector: Net Interest Margin (NIM) compression. So while DBS flies, will OCBC (and even UOB) be dragged down? DBS Still the Star DBS has managed to outperform thanks to its diversified earnings, tech investments, and cross-border growth. Despite a softening NIM, its fee income and wealth management segments continue to support earnings. The stock’s momentum shows investors still trust its long-term story. But OCBC Feels the Pressure OCBC, more sensitive to pure lending margins, might feel a deeper impact from falling NIMs as rates peak and loan growth slows. Its China expos
The race is on between two of the biggest chip giants in the AI revolution — NVIDIA and AMD. With both stocks riding the AI wave, investors are asking a simple question: who gets to $200 first? And more importantly, which one has the better risk-reward profile from here? NVIDIA: The King with Momentum NVIDIA has already made headlines this year with its explosive rally, record-breaking market cap, and near-monopoly in AI training chips. With strong datacenter demand and growing software revenue, it’s hard to argue against its dominance. But with the stock already priced for perfection, the question is whether there's still enough fuel to keep climbing. AMD: The Challenger Rising AMD is the underdog in market cap, but not in ambition. Its MI300X chip is gaining traction, and partnerships in
Mega Earnings Week: Big Tech, Crypto, Finance—Which Sector Will Steal the Show?
The week of July 28-August 1, 2025, is a make-or-break moment for markets, with a deluge of earnings from technology, financial services, energy, and cryptocurrency sectors colliding with the Federal Reserve’s interest rate decision. The S&P 500’s record highs at 6,263.26 and Nasdaq’s 21,000 milestone reflect bullish sentiment, but a VIX at 15.94 and looming tariff risks signal volatility. Recent earnings have been a mixed bag—Alphabet’s modest 0.88% gain despite a beat and Tesla’s 4% drop on a miss highlight a market punishing weakness. Can this week’s heavyweights—Meta, Microsoft, Apple, Amazon, and others—lift the gloom shadowing the season? This report dives into the key catalysts, top stocks to watch, and strategic trading approaches to seize opportunities while managing risks. Ke
DBS’s charge toward S$50 is a big moment for Singapore’s banking sector, but also a reminder that the easy gains may be behind us—at least for now. After an incredible 52% rise last year, this year’s 16% YTD move feels steadier but also riskier, especially as DBS now trades well above book value. That kind of premium only holds if the bank can keep growing earnings—but with margin pressure now accelerating, there are definitely cracks appearing beneath the surface. A pullback after reaching new all-time highs wouldn’t be surprising at all. Profit-taking is normal at psychological milestones like S$50, and volatility could pick up quickly if upcoming earnings (from DBS or OCBC) disappoint. DBS’s own warnings about the impact of margin compression and rate headwinds show that even the strong
The race to $200 is heating up between AMD and Nvidia, and the stakes couldn’t be higher. AMD’s momentum has been undeniable—up another 2% on Friday to close at $166, riding a wave of strong earnings, new product launches, and growing belief in its ability to challenge Nvidia in AI and data centre chips. If sentiment stays this bullish and traders keep chasing “the next Nvidia,” AMD could easily keep rallying, especially if the company delivers another round of upbeat guidance or lands a major new partnership in the coming weeks. On the other hand, Nvidia’s fundamental strength remains the gold standard in AI hardware. Alphabet’s $10 billion capex is a direct signal that hyperscalers and big tech are not slowing down their AI investments—and nearly every dollar of new capex in AI infrastru