SpaceX's IPO charts reveal a company spending like an AI giant: Chart of the Day
https://finance.yahoo.com/markets/article/spacexs-ipo-charts-reveal-a-company-spending-like-an-ai-giant-chart-of-the-day-120213160.html
https://finance.yahoo.com/markets/article/spacexs-ipo-charts-reveal-a-company-spending-like-an-ai-giant-chart-of-the-day-120213160.html
Yahoo Finance
SpaceX's IPO charts reveal a company spending like an AI giant: Chart of the Day
SpaceX is going public with a rocket-company reputation, but its IPO filing points investors mainly to AI.
Why Billionaire Stanley Druckenmiller Dumped Nvidia but Loaded Up on These 3 AI Infrastructure Stocks for the Next Boom
https://finance.yahoo.com/markets/stocks/articles/why-billionaire-stanley-druckenmiller-dumped-115000153.html
https://finance.yahoo.com/markets/stocks/articles/why-billionaire-stanley-druckenmiller-dumped-115000153.html
Yahoo Finance
Why Billionaire Stanley Druckenmiller Dumped Nvidia but Loaded Up on These 3 AI Infrastructure Stocks for the Next Boom
Stanley Druckenmiller's fund, the Duquesne Family Office, just initiated stakes in custom silicon and CPU designers.
More War-Driven Inflation Seen in Fed’s Favored Gauge
https://finance.yahoo.com/economy/policy/articles/more-war-driven-inflation-seen-115519421.html
https://finance.yahoo.com/economy/policy/articles/more-war-driven-inflation-seen-115519421.html
Yahoo Finance
More War-Driven Inflation Seen in Fed’s Favored Gauge
(Bloomberg) -- The Federal Reserve’s favored top-line inflation gauge is rapidly approaching 4% as a war-driven spike in energy costs generates unease that price pressures will broaden.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on…
BofA says you’ll be 10x more productive with AI. Ignore the 0.1% result so far
https://finance.yahoo.com/sectors/technology/articles/bofa-says-ll-10x-more-113000935.html
https://finance.yahoo.com/sectors/technology/articles/bofa-says-ll-10x-more-113000935.html
Yahoo Finance
BofA says you’ll be 10x more productive with AI. Ignore the 0.1% result so far
The bank sees a productivity boom and an implementation gap. Here's the argument for why it will close — and why the bubble may pop before that.
#earnings for the week of May 25, 2026
earningswhispers.com/calendar
$MRVL $CRM $SNOW $DELL $PATH $ZS $MDB $COST $BBY $SQM $PLAB $ESLT $ADSK $S $HRL $SNPS $BOX $HPQ $DKS $PONY $API $ESTC $P $AZO $OKTA $OOMA $BNS $BRZE $SKY $CRGO $AMSC $CPRI $PDD $NCNO $BBWI $MOD $ANF $NTAP $BURL $QFIN $CM $NTNX $DY $HEI $WB $SVM $GAP $JOYY $KSS $XPEV
https://x.com/i/status/2057821740516991172
earningswhispers.com/calendar
$MRVL $CRM $SNOW $DELL $PATH $ZS $MDB $COST $BBY $SQM $PLAB $ESLT $ADSK $S $HRL $SNPS $BOX $HPQ $DKS $PONY $API $ESTC $P $AZO $OKTA $OOMA $BNS $BRZE $SKY $CRGO $AMSC $CPRI $PDD $NCNO $BBWI $MOD $ANF $NTAP $BURL $QFIN $CM $NTNX $DY $HEI $WB $SVM $GAP $JOYY $KSS $XPEV
https://x.com/i/status/2057821740516991172
X (formerly Twitter)
Earnings Whispers (@eWhispers) on X
#earnings for the week of May 25, 2026
https://t.co/hLn2sKQhEY
$MRVL $CRM $SNOW $DELL $PATH $ZS $MDB $COST $BBY $SQM $PLAB $ESLT $ADSK $S $HRL $SNPS $BOX $HPQ $DKS $PONY $API $ESTC $P $AZO $OKTA $OOMA $BNS $BRZE $SKY $CRGO $AMSC $CPRI $PDD $NCNO $BBWI $MOD…
https://t.co/hLn2sKQhEY
$MRVL $CRM $SNOW $DELL $PATH $ZS $MDB $COST $BBY $SQM $PLAB $ESLT $ADSK $S $HRL $SNPS $BOX $HPQ $DKS $PONY $API $ESTC $P $AZO $OKTA $OOMA $BNS $BRZE $SKY $CRGO $AMSC $CPRI $PDD $NCNO $BBWI $MOD…
#WeekAhead
Stocks and earnings surge, and Iran deal may be imminent: The week ahead
President Trump said Saturday an agreement with Iran had been "largely negotiated."
https://finance.yahoo.com/news/stocks-and-earnings-surge-and-iran-deal-may-be-imminent-what-to-watch-this-week-114338066.html
https://vt.tiktok.com/ZSxmE1QvC/
Stocks and earnings surge, and Iran deal may be imminent: The week ahead
President Trump said Saturday an agreement with Iran had been "largely negotiated."
https://finance.yahoo.com/news/stocks-and-earnings-surge-and-iran-deal-may-be-imminent-what-to-watch-this-week-114338066.html
https://vt.tiktok.com/ZSxmE1QvC/
Yahoo Finance
Stocks and earnings surge, and Iran deal may be imminent: What to watch this week
With earnings season done, the stock market moves into digestion and distraction territory as investors integrate the whole of corporate data with extracurricular corporate news, economic releases, the bond market's not-so-subtle signals, and whatever distractions…
#Weekahead
What to Expect in Markets this Week: A Slew of Retailers Report Earnings—Along with Dell and Other AI Players
https://finance.yahoo.com/markets/stocks/articles/expect-markets-week-slew-retailers-100000052.html
https://vt.tiktok.com/ZSxmTj1DV/
What to Expect in Markets this Week: A Slew of Retailers Report Earnings—Along with Dell and Other AI Players
https://finance.yahoo.com/markets/stocks/articles/expect-markets-week-slew-retailers-100000052.html
https://vt.tiktok.com/ZSxmTj1DV/
Yahoo Finance
What to Expect in Markets this Week: A Slew of Retailers Report Earnings—Along with Dell and Other AI Players
Quarterly results from Dollar Tree, American Eagle and Burlington may provide clues on the health of consumers.
Trump says deal with Iran to be announced soon
https://finance.yahoo.com/economy/policy/article/trump-says-us-doesnt-want-to-rush-into-a-deal-with-iran-but-ongoing-talks-are-constructive-214848004.html
https://vt.tiktok.com/ZSxmwqcgk/
https://vt.tiktok.com/ZSx9g284o/
https://finance.yahoo.com/economy/policy/article/trump-says-us-doesnt-want-to-rush-into-a-deal-with-iran-but-ongoing-talks-are-constructive-214848004.html
https://vt.tiktok.com/ZSxmwqcgk/
https://vt.tiktok.com/ZSx9g284o/
Yahoo Finance
Trump says US doesn't want to 'rush into a deal' with Iran, but ongoing talks are 'constructive'
President Trump said Saturday evening an agreement with Iran that will set the framework for renewed peace talks and reopen the Strait of Hormuz would be announced shortly.
While You Were Sleeping: 5 stories you might have missed, May 25, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-may-25-2026
https://youtube.com/shorts/_3EaoRWYQCQ?si=iWkHjzQyUkNwn60t
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-may-25-2026
https://youtube.com/shorts/_3EaoRWYQCQ?si=iWkHjzQyUkNwn60t
The Straits Times
While You Were Sleeping: 5 stories you might have missed, May 25, 2026
While You Were Sleeping: 5 stories you might have missed, May 25, 2026. Read more at straitstimes.com. Read more at straitstimes.com.
Treasury Market Ushers in Warsh Era With Bets on 2026 Rate Hike
https://finance.yahoo.com/economy/policy/articles/treasury-market-ushers-warsh-era-190000320.html
https://vt.tiktok.com/ZSxCB93hp/
https://finance.yahoo.com/economy/policy/articles/treasury-market-ushers-warsh-era-190000320.html
https://vt.tiktok.com/ZSxCB93hp/
Yahoo Finance
Treasury Market Ushers in Warsh Era With Bets on 2026 Rate Hike
(Bloomberg) -- As Kevin Warsh takes the helm at the Federal Reserve, bond investors are betting he’ll prioritize the central bank’s inflation-fighting credibility over President Donald Trump’s push for lower interest rates. Most Read from BloombergNvidia…
Hassett says ending Iran war may create room for Fed rate cut
https://finance.yahoo.com/economy/policy/articles/hassett-says-ending-iran-war-may-create-room-for-fed-rate-cut-190954086.html
https://finance.yahoo.com/economy/policy/articles/hassett-says-ending-iran-war-may-create-room-for-fed-rate-cut-190954086.html
Yahoo Finance
Hassett says ending Iran war may create room for Fed rate cut
(Bloomberg) -- Kevin Hassett, President Donald Trump's chief economic adviser at the White House, signaled he's confident that an eventual drop in oil prices will create space for the Federal Reserve to lower interest rates.Most Read from BloombergNvidia…
Oil prices fall after Trump says Iran deal to be announced shortly
https://finance.yahoo.com/markets/commodities/article/oil-prices-fall-after-trump-says-iran-deal-to-be-announced-shortly-221404651.html
https://vt.tiktok.com/ZSx9kp662/
https://finance.yahoo.com/markets/commodities/article/oil-prices-fall-after-trump-says-iran-deal-to-be-announced-shortly-221404651.html
https://vt.tiktok.com/ZSx9kp662/
Yahoo Finance
Oil prices fall after Trump says Iran deal to be announced shortly
Oil prices dropped at the start of futures trading on Sunday after President Trump said the US and Iran were close to announcing a deal that would reopen the Strait of Hormuz.
Nasdaq 100’s longer-term trend still bullish despite recent increase in volatility https://www.businesstimes.com.sg/companies-markets/nasdaq-100s-longer-term-trend-still-bullish-despite-recent-increase-volatility?utm_source=web_share&utm_medium=referral&utm_campaign=article
The Business Times
Nasdaq 100’s longer-term trend still bullish despite recent increase in volatility
The Nasdaq 100 Index is approaching a significant technical threshold as investors navigate the intersection of strong artificial intelligence-related earnings growth and a less supportive macroeconom... Read more at The Business Times.
Yields to stay high even if Iran war ends: bond strategists
https://www.businesstimes.com.sg/wealth/yields-stay-high-even-if-iran-war-ends-bond-strategists
https://www.businesstimes.com.sg/wealth/yields-stay-high-even-if-iran-war-ends-bond-strategists
The Business Times
Yields to stay high even if Iran war ends: bond strategists
Investors are not just worried about price pressures from the conflict Read more at The Business Times.
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#Fundflow
Directors increase stakes in Aspial Lifestyle, Raffles Medical, Centurion, among others
OVER the five sessions through to Thursday’s (May 21) close, 23 primary-listed companies conducted buybacks with a total consideration of S$183 million.
Singtel : Z74 -2.34% led the buyback tally, with 25.5 million shares at an average price of S$4.76, purchased under the S$2 billion value realisation share buy-back programme on Thursday.
Over the five sessions, 120 director interests and substantial shareholdings were filed for around 50 primary-listed stocks. Directors or CEOs reported 16 acquisitions and five disposals, while substantial shareholders recorded 10 acquisitions and three disposals.
https://bt.sg/fQB4
Directors increase stakes in Aspial Lifestyle, Raffles Medical, Centurion, among others
OVER the five sessions through to Thursday’s (May 21) close, 23 primary-listed companies conducted buybacks with a total consideration of S$183 million.
Singtel : Z74 -2.34% led the buyback tally, with 25.5 million shares at an average price of S$4.76, purchased under the S$2 billion value realisation share buy-back programme on Thursday.
Over the five sessions, 120 director interests and substantial shareholdings were filed for around 50 primary-listed stocks. Directors or CEOs reported 16 acquisitions and five disposals, while substantial shareholders recorded 10 acquisitions and three disposals.
https://bt.sg/fQB4
The Business Times
Directors increase stakes in Aspial Lifestyle, Raffles Medical, Centurion, among others
Leading the buyback tally is Singtel, with 25.5 million shares purchased at an average of S$4.76 apiece Read more at The Business Times.
Morning Briefing: Top stories from The Straits Times on May 25, 2026
Published May 25, 2026, 07:45 AM
New AI tool can personalise diet, exercise plans for Healthier SG goals
More males in S’pore getting HPV vaccine amid growing awareness of benefits
Thailand urges calm over S’pore’s Covid-19 spike
China’s tech industry wooing NUS, NTU AI grads
Climbing to the top: Who’s next after Anwar
https://str.sg/KPQ2
Published May 25, 2026, 07:45 AM
New AI tool can personalise diet, exercise plans for Healthier SG goals
More males in S’pore getting HPV vaccine amid growing awareness of benefits
Thailand urges calm over S’pore’s Covid-19 spike
China’s tech industry wooing NUS, NTU AI grads
Climbing to the top: Who’s next after Anwar
https://str.sg/KPQ2
The Straits Times
Morning Briefing: Top stories from The Straits Times on May 25, 2026
You are reading the Morning Briefing newsletter. Get the news that prepares you for the day ahead, delivered to your inbox. Subscribe to our newsletter. Read more at straitstimes.com.
Singapore upgrades 2026 key exports growth forecast to 3-5% as electronics shipments power Q1 expansion
https://www.businesstimes.com.sg/singapore/economy-policy/singapore-upgrades-2026-key-exports-growth-forecast-3-5-electronics-shipments-power-q1-expansion
https://www.businesstimes.com.sg/singapore/economy-policy/singapore-upgrades-2026-key-exports-growth-forecast-3-5-electronics-shipments-power-q1-expansion
The Business Times
Singapore upgrades 2026 key exports growth forecast to 3-5% as electronics shipments power Q1 expansion
First quarter sees gains of 9.6%, following a 12.7% increase in the three months prior Read more at The Business Times.
Indonesia plans to beat global commodity trading giants at their own game
https://www.businesstimes.com.sg/international/asean/indonesia-plans-beat-global-commodity-trading-giants-their-own-game
https://www.businesstimes.com.sg/international/asean/indonesia-plans-beat-global-commodity-trading-giants-their-own-game
The Business Times
Indonesia plans to beat global commodity trading giants at their own game
The move faces a real uphill battle disrupting the deep trading ecosystem overnight Read more at The Business Times.
Space ETFs booming in anticipation of SpaceX IPO
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/space-etfs-booming-anticipation-spacex-ipo
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/space-etfs-booming-anticipation-spacex-ipo
The Business Times
Space ETFs booming in anticipation of SpaceX IPO
Analysts highlight sector growth but warn of overlapping holdings and niche market risks Read more at The Business Times.
Huawei's 'chip queen' etches her name in China's tech folklore
https://finance.yahoo.com/sectors/technology/articles/huawei39s-39chip-queen39-etches-her-name-in-china39s-tech-folklore-052023906.html
https://finance.yahoo.com/sectors/technology/articles/huawei39s-39chip-queen39-etches-her-name-in-china39s-tech-folklore-052023906.html
Yahoo Finance
Huawei's 'chip queen' etches her name in China's tech folklore
When He Tingbo was put in charge of Huawei's chip development in 2003, the young engineer was handed an annual budget of $400 million and a mandate that would eventually put her at the centre of China's most consequential technology effort. More than two…
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