Why Wall Street Volatility Isn’t Killing the Case for US Stocks
Microsoft’s 31% profit jump and NVIDIA’s 1,412% surge since 2022 show why Singapore investors are staying in US equities despite sharp price swings.
AI Trade Wobbles: Marvell Sinks 8%, Micron Drops 5.2% in Chip Selloff
Marvell Technology shares plunged about 8% and Micron Technology fell 5.2% to $924.90 as a fresh threat to the AI trade rattled semiconductor stocks on Monday.
Iran War Sends Oil Tanker ETF Up 3,600% as Hormuz Standoff Deepens
The Breakwave Tanker Shipping ETF has surged roughly 3,600% year-to-date as Iran keeps the Strait of Hormuz restricted and Houthis seize a key Red Sea port.
Fed’s Z.1 Report Shows Record $195.9 Trillion Household Wealth Ahead of Rate Decision
US household net worth hit a record $195.9 trillion and an 8.28x income ratio just before a Fed meeting where futures price an 85% chance of a rate hike.
Micron Eyes Blockbuster Earnings on AI Memory Boom Ahead of Sept. 30 Report
Micron is set to report quarterly results with high-bandwidth memory demand from data centers driving expectations of another strong quarter.
Oracle’s Ellison Scraps $7.5 Billion Stock Sale After 22% Drop
Larry Ellison canceled a planned $7.5 billion sale of 50 million Oracle shares after ORCL fell roughly 22% year-to-date, signaling confidence in the stock.
Jensen Huang’s 2030 AI Bet Gets Fresh Backing From Foxconn’s Nvidia-Powered Growth
Nvidia CEO Jensen Huang reaffirms his bold 2030 AI market forecast as Foxconn’s cloud and networking growth, plus $96.22 billion in Nvidia revenue, signal sustained demand.
Oracle’s $30B AI Deal: What It Really Means for Nvidia Investors
Oracle added $30 billion in new AI contracts, fueling fresh optimism for Nvidia. But the fine print on margins and execution risk tells a more complicated story.
Apple and TSMC Unveil New Chip — But Nvidia May Be the Bigger Winner
Apple and Taiwan Semiconductor announced a new cutting-edge chip, but analysts argue Nvidia offers greater upside as TSMC’s fastest-growing customer.
BRICS Bloc Rebukes US Tariffs and Sanctions at New Delhi Summit
BRICS’ 10 nations issued a 45-page joint statement criticizing US tariffs, sanctions and the West Asia war, exposing rifts over oil and trade.