Happy Friday! As we move into Mother's Day Weekend, here's the market setup for today - 8th May 2026: U.S. equities are trying to stabilize after yesterday’s fade. On Thursday, the S&P 500 and Nasdaq touched fresh intraday highs but closed lower as oil rebounded and rates stayed firm. The key macro backdrop today is still earnings, oil, geopolitical risk, and Treasury yields. Premarket tone looks modestly risk-on, especially in software, cloud, and AI-infrastructure names. The market is rewarding companies that can show real AI-driven revenue or infrastructure demand, while punishing software names where AI may pressure growth, pricing, or headcount assumptions. Akamai — AKAM Akamai is one of the cleaner upside earnings stories today. The company reported a decent Q1, but the bigger ca
Singapore’s COE hitting S$125k again tells you something important: demand for private mobility in Singapore remains structurally strong despite extreme pricing. But it also highlights why automakers like BYD are entering a much tougher phase — growth is no longer just about selling EVs; it is now about defending margins, brand positioning, and long-term market share. Singapore is actually a good microcosm of the global EV industry right now. BYD has executed exceptionally well in Singapore. It captured roughly 24% market share in Q1 2026 and became the dominant EV player locally, benefiting from EV incentives, aggressive pricing, and strong dealer execution. EVs now account for more than half of new car registrations in Singapore.  But the stock market is starting to look past pure deli
Is the Crypto Bull Market Back? Not Yet — But the Setup Has Improved Circle’s near-20% rally and Bitcoin’s reclaim of the $80,000 level are not random moves. They reflect a market beginning to reprice regulatory clarity, institutional ETF demand, and election-cycle optionality back into crypto assets. On May 4, Circle surged nearly 20% as crypto equities rallied following progress on the U.S. CLARITY Act compromise, while Bitcoin briefly moved back above $80,000 for the first time since late January 2026.  As of the latest market data, Bitcoin is trading around $81,000, while Circle is near $122, still showing strong follow-through after the initial policy-driven move. The Technical Picture: constructive, but not confirmed Bitcoin reclaiming $80,000 is important because it turns a prior p
Meta’s latest earnings: the quarter was strong — but the capex number is the real story Meta just reported a very unusual quarter. On the surface, the numbers were excellent: Q1 2026 revenue reached $56.3 billion, up 33% year over year. Operating income rose 30% to $22.9 billion, while operating margin stayed at 41%. Family daily active people reached 3.56 billion, up 4% year over year. Ad impressions grew 19%, and average price per ad increased 12%. In other words, the core advertising machine is not broken. It is accelerating.  But the market did not focus only on the beat. It focused on one line in the outlook: Meta now expects 2026 capital expenditures of $125 billion to $145 billion, up from the previous range of $115 billion to $135 billion. Management said the increase reflects hig
$CRWV 20251114 114.0 CALL$ Sold the Call Option near to current price back then for max premium. Works on downward trend but bullish for mid to long term.