1.Executive Summary Last week's Magnificent 7 earnings delivered a brutal verdict: $Microsoft(MSFT)$ and $Amazon.com(AMZN)$surged (+8% and +10%) on evidence their AI spend is paying off, while Meta, Apple, and Alphabet were punished (-10%, -4%, -15%) for spending without showing proof. This week, two more high-profile names face the exact same test — $Palantir Technologies Inc.(PLTR)$ reports today, August 3, after market close, and $Advanced Micro Devices(AMD)$ follows tomorrow, August 4. Palantir Q2 Consensus: $1.812B revenue (+81% YoY), $0.34–0.35 EPS (+11

Everyone, overnight global markets went into wild swings. Many of you were likely surprised when you saw the headlines: The Dow Jones Industrial Average tumbled 1,100 points, triggering massive volatility across stocks, bonds, forex and commodities. Let’s break down what drove this sharp selloff, and feel free to share your views in the comments! ❓First key question: The Fed held interest rates steady, which matched broad market expectations. Why did markets sell off aggressively anyway? The answer lies in the fine print of the policy meeting. Three voting policymakers pushed for another rate hike, revealing deep internal divisions over persistent inflation. Chair Walsh explicitly stated the Fed will not hesitate to rein in inflation. Markets had widely priced in rate cuts starting later t

I. Core Catalysts Behind Apple’s New All-Time Highs 1. A Major Rotation in Market Capital: Apple Emerges as a Safe Haven for Light-Capital AI Plays Investors have grown skeptical of the long payback cycles for massive capital expenditure among AI computing giants, triggering capital outflows from heavy infrastructure names into Apple’s resilient balance sheet: Cloud peers allocate nearly 40% of revenue to data center buildouts, while Apple’s capital spending accounts for merely 2.5% of revenue, eliminating burdensome hardware infrastructure costs. Consensus estimates put Apple’s 2026 full-year free cash flow at $1400 billion, a 40% year-over-year surge, unrivaled among global tech firms and cementing its defensive appeal. While the Philadelphia Semiconductor Index weakened and Microsoft su

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

While others panic on pullbacks this is when you should be buying… These 8 stocks are no brainers that can easily 10x: 1. Nebius ~ $NEBIUS(NBIS)$ 2. Cipher Digital ~ $Cipher Mining Inc.(CIFR)$ 3. CoreWeave ~ $CoreWeave, Inc.(CRWV)$ 4. Roundhill Memory ~ $Roundhill Memory ETF(DRAM)$ 5. T1 Energy ~ $T1 ENERGY INC(TE)$ 6. Applied Digital ~ $APPLIED DIGITAL CORP(APLD)$ 7. ServiceNow ~ $ServiceNow(NOW)$ 8. One Stop Sys ~ $One Stop Systems(OSS)$ 🔥 The Core Theme

For the week ended June 17, US equity funds saw a record $119.2 billion inflow. Tech alone grabbed $19.2 billion — also an all-time high. 📊 Key Numbers at a Glance 💰 US equity funds weekly inflow: $119.2B → All-time record 💻 Tech sector weekly inflow: $19.2B → All-time record 📈 Mid-cap funds weekly inflow: $19.9B → All-time record 🎯 Small-cap funds weekly inflow: $12.3B → 2nd highest ever 🔮 2026 annualized projection: $739B → if current pace holds 🏦 Wells Fargo $S&P 500(.SPX)$ target: 8,600–8,800 by end of 2027 💵 US household stock wealth gain: +$6 trillion YTD 🔥 Three Catalysts Driving the Rally 1️⃣ Iran War Ends — Middle East risk cools, Trump approval stops falling, Wall Street turns bullish 2️⃣ AI Infrastructure Boom —

Weekly:Fed Holds, Hormuz Reopens: Tech Rallies, Oil Crashes, BoJ Hits 31-Year High The market has begun repricing over the weekend. Expectations for another rate hike this year are rapidly rising. The probability of a rate hike as early as September has increased significantly. More and more funds are realizing that: The most important task for the new Federal Reserve may not be stimulating the economy, but rather rebuilding the credibility of the dollar. If we enter a future characterized by: rate hikes + balance sheet reduction, then the market will find it difficult to maintain its current high valuation. Meanwhile, the Merrill Lynch Bull/Bear Index has reached extreme territory above 9. Historically, whenever marke