Important Noticemore |
Today’s Must-Know News:
• More downside for S&P 500?
• IPO frenzy builds
• OpenAI filed confidentially for an IPO
Traders’ Corner:
Kingboard Laminates (1888.HK), Lenovo Group (0992.HK)
Today’s Must-Know News:
• S&P 500 lift driven narrowly by tech, energy & discretionary
• Nvidia CEO endorsement lifts Qualcomm
• Apple slips as AI rollout draws tepid response
Traders’ Corner:
Shanghai Iluvatar CoreX (9903.HK), CK Hutchison (0001.HK)
Today’s Must-Know News:
• Futures dip, oil jumps on Iran Israel escalation
• S&P 500 fell 2.64% as yields climbed
• SpaceX has signed a multi-year cloud compute deal with Google
Traders’ Corner:
Hang Seng Index, Hang Seng Tech Index
Today’s Must-Know News:
• Tech (XLK -1.56%) out of favour while Healthcare (XLV +3.07%) and Financials (XLF +2.59%) led gains
• Broadcom AI outlook miss triggers sharp chip sell-off despite 2Q earnings beat
• SpaceX IPO narrative lifts satellite and launch stocks
Traders’ Corner:
CITIC (0267.HK), China Star Entertainment (0326.HK)
Today’s Must-Know News:
• AI disappointment drags risk assets
• Meta is accelerating AI monetisation
• Alphabet upsized AI funding war chest
Traders’ Corner:
Techtronic Industries (0669.HK), Dah Sing Banking (2356.HK)
Today’s Must-Know News:
• AI rally powers markets
• Marvell “the next trillion-dollar company”?
• Broadcom gained for four straight sessions ahead of earnings after-market Wednesday
Traders’ Corner:
XPeng (9868.HK), Sunny Optical Technology (2382.HK)
Today’s Must-Know News:
• S&P 500 futures rose in early Asian session
• Fuel cost squeeze & weak 2QFY27 profit outlook drag Walmart down 7.27% Thursday
• US accelerates quantum push with USD2bn equitylinked funding
Traders’ Corner:
Cathay Pacific Airways (0293.HK), Sunny Optical Technology (2382.HK)