Evercore’s $430 Target Sends $EXPE to a Record High
$Expedia(EXPE)$ $Expedia(EXPE) +5.44% Breakout to 52-Week High, Evercore's $430 Target Ignites Rally 🚀 Latest Close Data: EXPE closed at $339.13 (+5.44%) on Aug 25, 2026, hitting a fresh 52-week high of $341.09 intraday. Price sits just 0.6% below the day's high and +83% above the 52-week low of $185.34. Volume surged to 1.56M shares (VR=1.15), confirming strong accumulation. Core Market Drivers: Evercore ISI raised its EXPE target from $375 to $430 on Aug 24 — the highest on the Street — following a Q2 earnings beat (EPS $5.76 vs $5.23 est, revenue $43.15B vs $41.75B est) and a raised FY26 guidance. Wedbush, Citi, and Jefferies have all lifted targets since Aug 20. Insider Barry Diller also boosted his stake by 3,656 shares. Technical Analysis: M
$Snap Inc(SNAP)$ $Snap Inc (SNAP) +5.53% Surges to $5.53, Reclaiming $5.50 Pivot as MACD Turns Bullish — $5.69 Resistance in Sight Latest Close Data: SNAP closed at $5.53 (+5.53%) on 2026-08-25, up $0.29 from the prior close of $5.24. The stock remains 40.4% below its 52-week high of $9.28, but has now recovered 45.1% from its 52-week low of $3.81. Intraday range was $5.17–$5.56 with amplitude of 7.42%. Core Market Drivers: Snap gained despite broader mixed tech sentiment, as short-covering momentum continued following the August 4 Q2 earnings beat (revenue +19% YoY to $1.6B, adjusted EBITDA $250M vs. estimates). Recent insider selling by CTO Robert Murphy (4M shares on Aug 5–6) had pressured the stock, but today's volume expansion suggests dip-bu
AI Chips Cool as Power Stocks Heat Up: Pelosi Household Adds Bloom Energy
$Bloom Energy Corp(BE)$ Chips determine how fast AI can run, but electricity determines whether a data center can operate at all. A new Bloom Energy position disclosed by the Pelosi household and Aggreko’s proposed IPO are putting the AI power shortage back in focus. As semiconductor stocks pull back, companies that can solve the data-center electricity bottleneck are attracting fresh attention. The latest catalyst is a congressional filing showing that Nancy Pelosi’s spouse, Paul Pelosi, established and increased a position in Bloom Energy (BE). According to the disclosure, the Pelosi household purchased: A total of 15,000 BE shares A total of 200 BE call options A $100 strike price An expiration date of June 17, 2027 The transactio
NVIDIA Earnings Preview: 7‑Day Losing Streak. Can Earnings Turn It Around?
$英伟达(NVDA)$ will release its Q2 FY2027 earnings report after market close this Wednesday. Analysts forecast quarterly revenue to hit $92.3 billion, representing a 97.4% year‑over‑year rise, with adjusted EPS projected at around $2.1. Ahead of earnings, NVIDIA’s stock has fallen for seven consecutive trading days, marking its longest losing streak since 2022. Rumors of over 15% price hikes for server chips have deepened market worries over downstream purchasing appetite. Behind this pullback lies one core market bet: Will the era of frenzied AI capacity expansion slow down? Investors care less about how much the company earned this quarter, and far more about whether AI infrastructure spending can sustain its current pace. This outc
$City Developments (C09.SI) Gains 1.8% as Intraday Recovery Reclaims $8.30 Support
$CityDev(C09.SI)$ +2.05%: Singapore Property Giant Tests 8.49 Resistance, 52-Week High in Sight Latest Close Data: Closed at S$8.47 (+2.05%) on Aug 25, 2026. Day range S$8.29–S$8.49. Now 12.9% below 52-week high of S$9.72, and 33.0% above 52-week low of S$6.37. Core Market Drivers: Singapore property heavyweight City Developments attracted net inflows of S$2.91M (total inflow S$6.37M vs outflow S$3.46M). Volume ratio of 1.46 signals above-average participation. Dividend yield of 3.66% provides income support amid SGD real estate resilience. Technical Analysis: Volume of 1.17M shares with 1.46 volume ratio confirms accumulation. MACD and RSI indicator data unavailable for this session; price action alone shows a higher low versus
$DFI Retail Group (D01.SI) Edges Up 0.6% as Buyers Hold $3.58 Base
$DFIRG USD(D01.SI)$ +1.11% at $3.63: Low-Volume Consolidation Near Pivot, Dividend Yield Cushions Downside Latest Close Data: D01 closed at $3.63 (+0.63%) on August 25, 2026, with intraday range $3.58–$3.64. Price sits 21.6% below its 52-week high of $4.63 and 21.8% above its 52-week low of $2.98. Core Market Drivers: Dairy Farm, 77.54% held by Jardine Matheson, continues low-turnover trading (0.02%) with volume ratio at 0.92. Capital flow turned positive over the past two sessions (+38.6万 on 08-21, +20.95万 on 08-24), with small-order buying dominating today (59.18万 inflow vs 40.87万 small-order outflow). The 4.60% dividend yield provides defensive support amid muted catalysts. Technical Analysis: Volume of 30.83万 shares is unrema
$Thai Beverage (Y92.SI) Flat at 0.465 as Narrow Range Binds Price Action
$ThaiBev(Y92.SI)$ Edged +1.09%: Defensive Dividend Play Holds Near 52-Week High, $0.48 Breakout in Focus Latest Close Data: Thai Beverage closed at S$0.465, up +1.09% on August 25, 2026. The stock sits just 1.07% below its 52-week high of S$0.48 and 13.4% above its 52-week low of S$0.41, trading within an extremely tight daily range of S$0.46–0.47. Core Market Drivers: Defensive consumer staples demand and a robust 5.38% dividend yield continue to anchor sentiment. Five-day capital flow shows persistent net outflows totaling S$953,000, but today's tape saw large-order selling offset by small-order dip-buying, suggesting retail accumulation against institutional distribution near resistance. Technical Analysis: Volume of 3.16 mill
$Yangzijiang Shipbuilding (BS6.SI) Gains 1.3% as Buying Momentum Nears $4.79 High
$YZJ Shipbldg SGD(BS6.SI)$ +0.84%: Defense & Shipbuilding Giant Holds Near 52-Week High, $4.88 Resistance in Focus Latest Close Data: Closed at S$4.78 (+0.84%) on Aug 25, 2026, just 2.0% below its 52-week high of S$4.88. Daily range S$4.71–4.80. Core Market Drivers: Yangzijiang's order book remains robust amid strong global shipbuilding demand and China's naval modernization push. Dividend yield of 4.26% continues to attract income-focused funds, while institutional holders (BlackRock, Vanguard) maintained stable positions. Technical Analysis: Volume at 5.41M shares with Volume Ratio of 0.75 indicates mild consolidation. RSI(6/12/24) values are unavailable in current dataset; however, price action holding above S$4.70 suggest
$SPDR STI ETF (ES3.SI) Gains 0.6% on Broad Index Firmness Above $5.75
$SS SPDR STI ETF(ES3.SI)$ +0.61%: Range-Bound Momentum Near 52-Week High, $5.84 Breakout Watch Latest Close Data: ES3 closed at S$5.785, up 0.61% on Aug 25, 2026. The ETF sits just 0.95% below its 52-week high of S$5.84 and 39.4% above its 52-week low of S$4.15. Intraday range was tight: S$5.75–5.79. Core Market Drivers: Singapore blue-chip sentiment stayed firm amid quiet macro catalysts. Volume Ratio of 0.66 signals below-average participation, while one-day capital flow showed net buying (S$176.6万 inflow vs S$133.1万 outflow) led by large orders. Dividend yield of 3.07% continues to anchor defensive demand. Technical Analysis: Volume of 536K shares was subdued, diluting price signal strength. MACD and RSI indicator arrays retur
$Wilmar International (F34.SI) Dips 0.5% After Rebounding From $3.71 Intraday Low
$Wilmar Intl(F34.SI)$ Slips -0.53%: Agri Giant Consolidates Near 52-Week High, Defensive Yield Supports $3.70 Floor Latest Close Data: Closed at S$3.74, down 0.53% from S$3.76. Price sits 5.3% below its 52-week high of S$3.95, with intraday range S$3.71–3.76 and amplitude just 1.33%. Core Market Drivers: Wilmar traded quietly with volume ratio 0.37, signaling below-average participation. Five-day capital flow remained negative (–S$536K on 08-24), but single-day flow flipped positive: total inflow S$341.5K vs. outflow S$250.5K, driven by small and mid orders. Dividend yield of 3.94% continues to anchor defensive demand. Technical Analysis: MACD and RSI values are unavailable for this session, so momentum must be inferred from pric
$SIA(C6L.SI)$ Dips -0.58% to S$6.91: Consolidation Near S$7.00 Pivot, S$6.90 Support Holds Latest Close Data: SIA closed at S$6.91 on Aug 25, down 0.58% from S$6.95. The stock sits 9.3% below its 52-week high of S$7.62 and 15.7% above its 52-week low of S$5.97. Core Market Drivers: Temasek remains the dominant shareholder at 50.41% with zero change, while BlackRock increased its stake by 1.65M shares — a modest institutional vote of confidence. The aviation sector continues to digest capacity normalization and fuel cost volatility. Technical Analysis: Volume Ratio came in at 0.46 (below average), indicating subdued participation on the decline. RSI and MACD values were unavailable in the current data feed. The 5-day capital flow
$Frasers Property (TQ5.SI) Drops 1.5% as Selling Pressure Stabilizes Near $1.02
$Frasers Property(TQ5.SI)$ -0.97%: Singapore Real Estate Giant Consolidates Near Support, 0.92 Low Retest in Focus Latest Close Data: Closed at S$1.02, down 0.97% from prior S$1.03. Range S$1.01–1.03, amplitude 1.94%. Now 15% below 52-week high of S$1.20 and 10.9% above 52-week low of S$0.92. Core Market Drivers: Extremely low turnover (0.00%) and thin volume of 60.7K shares with volume ratio 0.60 signal weak participation. One-day flow nearly balanced (inflow S$3.09K vs outflow S$3.08K), dominated by retail small orders. TCC Assets holds 86.89%, leaving only 4.21亿 float shares — making price action vulnerable to supply shocks. Technical Analysis: Volume is 40% below average, confirming lack of conviction. MACD and RSI arrays ret
Why Nvidia’s Next Test Is the Economics of AI Infrastructure, Not Chip Demand
$NVIDIA(NVDA)$ reports fiscal-second-quarter results after the August 26 close, and few investors doubt that demand for its accelerators remains enormous. The harder question is whether the surrounding AI infrastructure can earn enough to support the capital, financing and increasingly expensive components required to deploy Nvidia’s systems at the pace reflected in its valuation. The first quarter, ended April 26 and reported May 20, set an extraordinary benchmark. Revenue increased 85% year over year to $81.6 billion, while Data Center revenue rose 92% to $75.2 billion. Nvidia also authorised another $80 billion of repurchases and raised its quarterly dividend. Nvidia’s official financial-results archive provides the re
I find $Microsoft(MSFT)$ Microsoft’s AI strategy the most convincing because it is already turning AI investment into visible revenue through Azure and Copilot. Alphabet $Alphabet(GOOGL)$ is also attractive with its diversified Search, Cloud and Gemini strategy, but I think AI monetization and ROI will matter more than simply spending the most. I believe the late-July selloff was partly amplified by forced hedge-fund liquidation, but valuation and crowded positioning were also important factors. Strong earnings alone may not be enough when future growth is already priced in. I remain cautiously bullish on AI, especially if Jackson Hole and the Fed signal a more supportive rate environment. Personally,
Economic Preview: Key Data Releases (week of 24Aug2026) Consumer Sentiment CB Consumer Confidence for August is forecast at 90.3, suggesting softer consumer sentiment toward the market. This figure can serve as a useful reference point for assessing the strength of household confidence and broader market expectations. Housing Market New Home Sales for July are expected to come in at 620,000 units, slightly below the previous month. The result will provide a reference point for evaluating current conditions in the real estate market. Inflation and Federal Reserve Focus The most closely watched release in the coming week is likely to be the July PCE Price Index. The year-on-year forecast stands at 3.3%. As the Federal Reserve’s preferred inflation gauge, this data will be closely monitored b
(Part 2 of 5) Earnings Calendar - Salesforce (24Aug2026)
Earnings Calendar (24Aug2026) I am interested in a few earnings that include Salesforce, Nvidia, Zoom, and PDD. Let us look at Salesforce. Technical Analysis has a recommendation of “strong buy”, and the Analysts Sentiment recommends a “Buy”. The stock price has fallen 16.78% from a year ago. With the (analyst) price target of $243.98, there is a potential upside of 16.64%. With the P/E Ratio of 24.2 and an EPS of 8.05, this appears to be rather attractive. One of the reasons why I have picked this stock is due to the potential disruption of AI. How will Salesforce navigate this? This can be a good case study for other companies offering enterprise solutions. We are looking at the annual financial performance since 2022. Revenue has been growing from $26.4B (2022) to $41.5B (2026). With th
Market Outlook of S&P500 (24Aug2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on a downtrend. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 200-day (MA200) moving average line. This pattern indicates a bullish shift in the long term. With the last candle sitting on the MA50 line, this implies a potential trend change in the shorter term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. Exponential Moving Averages This shows a bullish trend with a potential for reversal. Chaikin Money Flow CMF index shows a score of -0.04. This impl
🌟🌟🌟The premier corporate report to watch on the ASX this week is $QANTAS AIRWAYS LIMITED(QAN.AU)$ when it drops its highly anticipated full year FY 26 earnings on Thursday 27 August 2026. While Qantas shares a corporate calendar with other heavyweights like $WOOLWORTHS GROUP LTD(WOW.AU)$ $WESFARMERS LTD(WES.AU)$ Qantas is the ultimate litmus test to evaluate the overall health of the Aust