Singapore's AI Rhythm: Where Are We, Where's the Demand, and What Do the Latest Numbers Say?
I found this live is interesting>> Register now Speakers are Kenny Tay, CEO of the Singapore A.I. Association and Founder of AI49 International Group, alongside Kenny Loh, Licensed Wealth Advisory Director & S-REITs Investment Expert, to unpack how AI is reshaping business strategy and where the next SGX investment opportunities sit. 📅 Date: 29 July 2026 ⏰ Time: 20:00–21:00 SGT Then I did some research: Singaporeans are personally all-in on AI, enterprises are still climbing the adoption curve, the government is pouring money into infrastructure, and compute demand is exploding. 📊 The Latest Numbers (2026) Metric Figure Source Working
Fed + Microsoft + Meta Tonight: Two Tests That Could Reset the AI Trade
Tonight brings two major market tests at the same time. The Federal Reserve will announce its rate decision at 2:00 p.m. ET, followed by the press conference at 2:30 p.m. ET. After the U.S. market closes, $Microsoft(MSFT)$ and $Meta Platforms(META)$ will report earnings. (联邦储备系统) One event will shape the valuation investors are willing to pay for growth stocks. The other will determine whether Big Tech’s enormous AI spending can still support those valuations. Put simply: The Fed sets the valuation ceiling. Microsoft and Meta test the AI earnings floor. Test No. 1: The Fed decision The Fed entered this meeting with its benchmark rate at 3.50%–3.75%. Holding rates steady remains the base case among economi
Did you know? Macquarie’s index warrants track the underlying index futures. In this case, our HSI warrants track the HSI index futures during the Singapore trading hours of 915AM to 428pm. As we near the end of July, our warrants start tracking the August 2026 HSI futures contracts starting today. See how the HSI warrants move alongside their respective futures contract by clicking on their Live Matrices. ✳Trending HSI call $HSI 27600MBeCW260929(RFCW.SI)$ : https://warrants.com.sg/tools/livematrix/RFCW ✴Trending HSI put $HSI 23400MBePW260929(MXVW.SI)$ : https://warrants.com.sg/tools/livematrix/MXVW
iFAST – awaiting positive operating leverage in 2H26
$IFAST(AIY.SI)$ shares have undergone a relentless sell-down over the past three days, tumbling 8.7% ahead of and post its latest earnings result published after-market on 24 July Following this sell-down, Macquarie’s trending iFAST call warrant $iFast MB eCW261229(FSZW.SI)$ has fallen 37.5% over the past three days to close at SGD 0.035 yesterday The call warrant has been seeing buying interest from investors during this period 📢iFAST’s second quarter 2026 (2Q26) profit of S$29.8 million was a 6% increase over the previous quarter but shy of Macquarie Research’s (MQ) S$32 million forecast Its S$36.1 billion total wealth assets under administration however, was higher than forecast, while net revenue
⚠Top movers alert: SIA falls 4%, Seatrium tumbles 11% - what is going on?
$SIA(C6L.SI)$ : tumbled as much as 5.5% this morning to $7.34 after reporting its first quarterly loss in more than four years in an after-market announcement yesterday 🛢The soaring cost of fuel - that has led its jet fuel cost to balloon by S$991 million - as well as increasing losses from its 25.1% Air India stake, saw SIA post a quarterly net loss of S$76 million Operating profit shrunk 74% to S$106 million Nevertheless, SIA's management remains upbeat on travel flows, saying passenger travel demand in the current quarter, which covers the peak summer period, “remained robust” ✳SIA shares are currently down 4.3% as of 11AM to $7.44 while trending SIA call warrant $SIA MB eCW261229(NVPW.SI)$ (https
$SKHY Delivered a Historic Quarter, So Why Did the Stock Sell Off?
$SK hynix(SKHY)$ just reported what should have been a dream quarter. Revenue reached ₩79.3 trillion, up 257% year over year. Operating profit surged 557%, while operating margin climbed above 76%, marking the strongest profitability level in the company’s history. And yet, the stock dropped sharply. The reason is simple: The results were incredible. The expectations were even higher. A Record Quarter Wasn't Enough Anymore For most companies, numbers like these would trigger a major rally. But SK Hynix has become one of the biggest symbols of the AI infrastructure boom. Investors were already pricing in an extraordinary future, not just strong current results. Revenue came in slightly below elevated expectations, and operating profit also missed s
Apple Q3 Earnings Preview: Can Growth Momentum Sustain Its $5 Trillion Valuation ?
Apple is set to release its Q3 FY2026 earnings report after the market closes this Thursday. According to analyst forecasts, Apple’s revenue for Q3 FY2026 is expected to reach $108.853 billion, adjusted earnings per share are projected to reach $1.886. In terms of valuation, Apple’s current price-to-earnings ratio stands at 40.74, placing it at a relatively high level compared with the past five years. Apple's revenue is primarily generated from two major business segments: Services and Products. The Products segment, which includes iPhone, iPad, Mac, and Wearables, Home & Accessories, remains the dominant contributor to revenue. Among these, iPhone continues to be Apple’s largest revenue source, with sales expected to grow 20.22% year over year in the third fiscal quarter. Notably, Ap
Amazon is set to release its Q2 earnings report after the market closes this Thursday. According to analyst forecasts, Amazon’s revenue for the second quarter of 2026 is expected to reach $196.994 billion, with adjusted earnings per share projected at $2.299. In terms of valuation, Amazon’s current price-to-earnings ratio stands at 32.91, placing it at a relatively low level compared with the past five years. Amazon’s revenue is primarily composed of six segments: Online Stores, Physical Stores, Retail Third-Party Seller Services, Advertising Services, Retail Subscription Services, and Amazon Web Services (AWS). Among these, Online Stores, Third-Party Seller Services, and AWS are the company’s major revenue contributors. AWS revenue is expected to grow 31.34% year over year in the second q
Option Movers | AMD's Short Put Sells Premium Below $400; Apple's $12.22 Million Double-Call Buy Signals Aggressive Bullish Conviction
Market Overview The S&P 500 ended higher on Tuesday (July 28) as gains in Boeing and Coca-Cola helped offset tumbling chip stocks ahead of quarterly reports from Apple and other tech companies this week. Regarding the options market, a total volume of 63,343,196 contracts was traded, of which 56% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $AAPL(AAPL)$, $INTC(INTC)$, $SPCX(SPCX)$, $MU(MU)$, $AMD(AMD)$, $SOFI(SOFI)$, <
Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 This week's earnings season puts the Magnificent Seven under the microscope, with AI capex and a rotation out of high-flying tech names colliding right as the Fed's FOMC decision lands. Community traders are split on whether the pullback is healthy profit-taking or a sign that AI spending needs to start showing real returns. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @JC888, @nerdbull1669, and @Optionspuppy: 🎁 Special Notes: Whoever showed up on
Macro Market: How to be the Top Winner in the Wave?
Hello everyone! Today i want to share some ai trading stories with you! 1 Semiconductor stock charts just formed this bearish shape that signals more potential losses The bears may not be going anywhere on semiconductor stocks. Quick insight: $VanEck Semiconductor ETF(SMH)$— which counts $NVIDIA(NVDA)$, $Taiwan Semiconductor Manufacturing(TSM)$, and $Broadcom(AVGO)$ as its top three holdings — has begun to form a head-and-shoulders stock pattern, according to Yahoo Finance AlphaSpace chart analysis (below). The left shoulder took shape starting in mid-May, wit
$Expedia(EXPE)$ $Expedia Group, Inc.(EXPE) Surges +6.26%: Travel Giant Breaks Out, Momentum Ignites for $303.80 Retest 🚀✈️ Latest Close Data: EXPE closed at $295.79, surging +6.26% (+$17.42). The stock is now just 2.6% away from its 52-Week High of $303.80. 📈 Core Market Drivers: Travel demand sentiment remains robust, driving strong capital inflow. The breakout is fueled by a sharp decline in short volume, with the short volume ratio dropping to 13.82% on July 27 from a recent high of 39.39%, indicating a massive short-squeeze and bearish capitulation. 🩳🔥 Technical Analysis: The breakout is confirmed by heavy volume of 1.44M shares. The MACD has just printed a strong Golden Cross (DIF: 7.44, DEA: 6.64), flipping to green momentum. The RSI(6) is a
Why CXMT’s Blockbuster Debut Is a Warning for Micron and the US Memory Industry
$Cxmt Corporation(688825)$’s 466% Shanghai debut transformed a Chinese semiconductor company into an immediate stock-market giant. More importantly for US investors, the listing gives China’s largest domestic DRAM producer billions of dollars to expand capacity and challenge Micron, Samsung and SK Hynix. CXMT sold shares at 8.66 yuan and closed its July 27 debut at 49 yuan after reaching 55.03 yuan. The company raised 57.92 billion yuan, or approximately $8.6 billion, while its market capitalization reached roughly $488 billion. Only 6.73% of the enlarged share count was freely tradable, which likely amplified the price increase. Reuters’ report on CXMT’s trading debut provides the offering and float data. CXMT manufactures DRAM used in smartpho
Why Intel’s Revenue Recovery Still Has to Overcome Its Foundry Economics
$Intel(INTC)$’s second-quarter results demonstrated a meaningful operating recovery: revenue accelerated, gross margin improved and data-centre sales surged. However, the company is committing more capital to manufacturing before its foundry business has conclusively demonstrated that it can generate acceptable returns. Intel reported the results after the market closed on July 23 for the quarter ended June 27. Revenue increased 25% to $16.1 billion, representing the company’s strongest growth in more than 15 years. Non-GAAP earnings reached $0.42 per share, while operating cash flow improved to $7 billion. Intel’s official second-quarter release provides the results. The segment figures were encouraging. Client Computing