Live Recap 4: Hunting for Alpha — Amova's Small & Mid-Cap Playbook and New Fund Suite
1. Live Review Introduction Live Review>> Tiger Brokers livestream hosted by Vyann, featuring Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer, and Edward Pye, Intermediary Distribution Director at Amova Asset Management. Together, they marked Singapore's Straits Times Index crossing the 5,000-point milestone, unpacking what's driving the rally, how far it could still run, and how to actually build it into a portfolio. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Tod
Live Recap 3: From Safe Haven to Investment Magnet — The Case for Singapore
1. Live Review Introduction Live Review>> Tiger Brokers livestream hosted by Vyann, featuring Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer, and Edward Pye, Intermediary Distribution Director at Amova Asset Management. Together, they marked Singapore's Straits Times Index crossing the 5,000-point milestone, unpacking what's driving the rally, how far it could still run, and how to actually build it into a portfolio. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Tod
JPM: Rising Real Yields Drive Rotation of AI Trading to Cyclical Sectors in the S&P 500
[Smile]Hi Tigers, The calm surface of the S&P 500 masks one of the largest rotations in years—funds are flowing from crowded AI trading to cyclical sectors. JPMorgan Private Bank characterizes this shift as a repricing of "AI economics," not a liquidation. Kriti Gupta, global investment strategist at $JPMorgan Chase(JPM)$ Private Bank, says the path change is not a market crash, but a leadership reshuffle. She characterizes this shift as "a move from pricing potential to demanding proof of earnings." Evidence is evident in the index divergence: the market capitalization-weighted $S&P 500(.SPX)$ is hovering near all-time highs (around 7,490 points, still below the record of 7,616 points) after a tw
🚨 Microsoft's $450B Day: Why Wall Street Suddenly Trusts the AI Trade Again
1. Executive Summary $Microsoft(MSFT)$ delivered one of the most consequential earnings reports of the year — landing right as tech markets were reeling from their worst session since April 2025. Azure growth accelerated to 43%, capital expenditures came in below elevated analyst expectations, and overall revenue rose 18% year-over-year. The market's reaction was swift: the largest single-day market-cap expansion by any U.S.-listed stock in history (~$450B). Overall Revenue Growth: +18% YoY ($90B for the quarter) Azure Growth: +43% YoY (Azure topped $100B for full fiscal year 2026, up 41% for the year) Capital Expenditures: $41B (below elevated analyst consensus) Single-Day Market Cap Added: ~$450B 📌 Key Insight: Wall Street isn't
Live Recap 2: From Capabilities to Trust — Singapore's AI Opportunity
1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact — what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl
Live Recap 1: From AI Hype to AI Reality — Why 80% of Organisations Are Stuck at the Pilot Stage
1.Live Review Introduction Insert Live>> Tiger Brokers livestream hosted by Esther, featuring Kenny Tay, CEO of the Singapore AI Association (SAIA) and Founder of AI49 International Group, and Kenny Loh, Wealth Advisory Director, S-REIT specialist and SGX Academy trainer. Together, they bridged the gap between AI hype and AI impact — what AI really means for business and careers, and how to invest in the AI theme through SGX. Disclaimer: This session has not been reviewed by the Monetary Authority of Singapore. All views expressed are those of the speakers and not of Tiger Brokers or its affiliates. Today's session is strictl
HSBC Kettner:Five Reasons Support Continued Gains in US stocks
Amid soaring oil prices and a tech stock sell-off, $HSBC Holdings PLC(HSBC)$ maintains a bullish stance: Five reasons support continued gains in US stocks HSBC's bullish view on US stocks is based on five key assessments: global economic growth expectations have been significantly revised downwards, making better-than-expected data more likely in the future; corporate earnings have exceeded pessimistic expectations for several consecutive quarters, continuously validating fundamental resilience; US stock valuations are already lower than at the initial stages of geopolitical conflicts, providing ample safety margins; US Treasury yields have room to fall after a sharp rise, potentially providing support for the stock market; market funds have not l
STI Refreshes ATHs, Bank Stocks Lead — Q2 Earnings Preview: Rates Picture Grants More Supportive?
Hi Tigers🐯, Recently, the $Straits Times Index(STI.SI)$ has risen for 10 consecutive days, repeatedly hitting new all-time highs. Based on Singapore's market top-gainers list, Inside the top 5 gainers YTD 2026, 3 are bank stocks: $OCBC Bank(O39.SI)$ (+47.36%); $DBS(D05.SI)$ (+33.11%); $UOB(U11.SI)$ (+30.49%); the other 2 winners are $SGX(S68.SI)$ (+41.71%) and $Wilmar Intl(F34.SI)$ (+29.64%). Today we're seeing that @Macquarie War
🚨 Micron Just Changed the AI Memory Game: Why Wall Street Is Raising the Bar
1. Executive Summary $Micron Technology(MU)$ just delivered one of the strongest quarters in its history—and Wall Street is taking notice. Revenue, margins, and earnings all crushed expectations, but the bigger story wasn't the numbers. Management revealed 16 Strategic Customer Agreements (SCAs) covering roughly 20% of DRAM and one-third of NAND shipments, marking a major shift from the traditional boom-and-bust memory cycle toward longer-term contracted revenue. The response from analysts was swift: J.P. Morgan: Overweight, Price Target $1,540 (raised from $550) Morgan Stanley: Overweight, Price Target $1,200 (raised from $1,050) Goldman Sachs: Neutral, Price Target $1,100 (raised from $900) 📌 Key Insight: Wall Street isn't simply r