🐳 WhalePool Traders Journal
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#HKMarketUpdate
China, HK stocks rise as healthcare, consumer and chip shares gain
Jun 29, 2026, 16:48 GMT+8

China and Hong Kong stocks rose on Monday, led by healthcare, consumer and chip shares, as investors broadened their exposure beyond AI supply-chain names.

** China's blue-chip CSI300 Index 3399300 and the Shanghai Composite Index 000001 closed 1.2% up each. Hong Kong's benchmark Hang Seng HSI was up 1.6%.

** The shift aligns with global markets where investors expanded their positions beyond AI as they took profits from a sharp rally in memory chips this year.

** Onshore consumer staple shares 0000932 rallied 3.4% in their largest gain in five months, while the CSI300 Healthcare Index (.CSI000913) surged 6.3%, its biggest rise since October 2024.

** The tech-focused STAR 50 Index 0000688 jumped 4.6%, led by semiconductor and chip-equipment shares, as investors bet the upcoming market debut of leading Chinese memory-chip maker CXMT would boost local chipmakers.

** Reuters reported after onshore market close that CXMT signed a long-term supply agreement with Tencent Holdings 700 worth more than 20 billion yuan.

** Tech giants listed in Hong Kong HHSTECH, which had underperformed onshore tech names due to a lack of hardware stocks, rebounded from their lowest points since January 2025, rising 3.2%.

** Shares related to China's low-altitude airspace broadly fell on concerns that a small aircraft crash in Beijing last week may trigger tighter control of the space.

** CITIC Offshore Helicopter shares 000099 fell 4%, while Zongsen Power Machinery 001696 slid 7.7%.

** Shares of Shanghai MicroPort MedBot 2252 jumped nearly 8% on a breakthrough in core product installation.

** China's central bank launched overnight reverse repo operations, a move markets interpreted as deepening its control over liquidity conditions.

https://www.tradingview.com/news/reuters.com,2026:newsml_L1N43106Z:0-china-hk-stocks-rise-as-healthcare-consumer-and-chip-shares-gain/
#SgMarketUpdate
Singapore stocks close higher amid mixed regional showing; STI up 0.3%

Singapore stocks ended higher on Monday (Jun 29) amid a mixed showing in Asian markets.

The benchmark Straits Times Index (STI) gained 0.3 per cent or 17.02 points to finish at 5,208.75.

DFI Retail Group : D01 +2.98% led the gainers on Singapore’s blue-chip index, rising 3 per cent or US$0.11 to US$3.80.

The worst performer among STI constituents was Yangzijiang Shipbuilding : BS6 -2.57%, which fell 2.6 per cent or S$0.09 to S$3.41.

The three local banks ended higher. DBS : D05 +0.92% gained 0.9 per cent or S$0.60 to S$66.03, OCBC : O39 +0.08% rose 0.1 per cent or S$0.02 to S$24.88, and UOB : U11 +0.25% was up 0.3 per cent or S$0.10 at S$39.90...

Across the broader market, gainers edged out losers 365 to 211, after 1.3 billion securities worth S$1.5 billion changed hands.
Key regional indices were mixed.

Hong Kong’s Hang Seng Index gained 1.6 per cent and Japan’s Nikkei 225 rose 0.2 per cent. Meanwhile, South Korea’s Kospi was down 0.2 per cent and the FTSE Bursa Malaysia KLCI declined 0.1 per cent...

https://www.businesstimes.com.sg/companies-markets/singapore-stocks-close-higher-amid-mixed-regional-showing-sti-0-3
#USMarketUpdate
Dow jumps 300 points for first close above 52,000, powered by new member Alphabet
Live updates

The Dow Jones Industrial Average closed above 52,000 for the first time on Monday after Alphabet made its debut in the index, rounding out a broader stock market rally.

The Dow advanced 306.63 points, or 0.59%, ending at 52,182.74. The S&P 500 gained 1.18% and closed at 7,440.43, while the Nasdaq Composite rose 2.07% to 25,820.14.

Alphabet was one of the notable gainers, climbing nearly 5% on its first day trading as a Dow member. Comcast shares, meanwhile, rallied 4.4% after the company said it would spin off its media and tech businesses into two publicly traded companies. The separation is expected to be completed in about a year.

The VanEck Semiconductor ETF (SMH) gained more than 3%, reversing an earlier decline in the session. Astera Labs, KLA and Applied Materials rose about 16%, roughly 12% and almost 11%, respectively, to lead the turnaround.

The moves come as Wall Street begins a shortened trading week, with the U.S. stock market set to be closed on Friday due to Independence Day.


https://www.cnbc.com/2026/06/28/stock-futures-today-live-updates.html?__source=androidappshare
Cheaper AI is better: Soaring bills are reshaping how businesses choose models

Top executives such as Microsoft’s Satya Nadella, Palo Alto Networks’ Nikesh Arora and Coinbase Global’s Brian Armstrong have said that smaller, cheaper models can handle a big share of corporate needs.

This view is the result of a reassessment within companies that until recently encouraged heavy use of AI tools, often treating rising consumption as a proxy for productivity, dubbed “tokenmaxxing”...

That is leaving companies with unpredictable and often higher bills as usage per task becomes harder to estimate.

Uber, for instance, burned through its entire 2026 AI budget in just four months after employees rushed to adopt AI coding tools, forcing management to cap usage, according to reports...
https://www.businesstimes.com.sg/startups-tech/technology/cheaper-ai-better-soaring-bills-are-reshaping-how-businesses-choose-models?utm_source=web_share&utm_medium=referral&utm_campaign=article
About two weeks ago, something shifted. Sector rotation seems to be picking up pace, with healthcare gaining ground while AI names sold off. If the AI bubble does burst, where do you hide? Read more [Premium]: https://finbiteinsights.substack.com/p/if-not-ai-then-healthcare
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#USMarketUpdate
Wall Street ends higher as US, Iran attacks ease; major tech-related shares jump | Reuters

SUMMARY
Comcast shares gain after spinoff announcement
SpaceX shares rise on Nasdaq 100 inclusion
RBC raises 12-month target on S&P 500
Dow up 0.6%; S&P 500 up 1.2%; Nasdaq up 2.1%

June 29 (Reuters) - U.S. stocks ​ended sharply higher on Monday, with the Dow hitting a record closing high, as weekend hostilities between ‌the United States and Iran eased and as major technology-related shares rose following recent selling.

Iranian and U.S. negotiating teams were due in Doha this week, but Iran said no meeting had been scheduled as weekend missile fire from both sides tested the interim ceasefire to end the four-month-old war...

Most S&P 500 companies are set to begin reporting second-quarter results after mid-July.

Communications services (.SPLRCL), opens new tab led gains among S&P 500 sectors. Shares of Comcast (CMCSA.O), opens new tab rose 4.5% after the media and cable provider said it plans to separate into two independent, publicly traded companies through ​a tax-free spinoff of NBCUniversal and Sky.

SpaceX (SPCX.O), opens new tab jumped 7.2% after Nasdaq said the newly listed company will be added to the Nasdaq ​100 index on July 7. Google parent Alphabet (GOOGL.O), opens new tab closed up 4.8% as it kicked off its first day as a Dow component...

Quarter-end "window dressing," where investors buy certain stocks to make their portfolios look better, may also have helped the market, Cardillo said.

Concerns about AI spending had hit shares of artificial intelligence-related companies recently, including semiconductors and ​many of the Magnificent Seven group ​of megacap stocks. On ⁠Monday, the information technology index (.SPLRCT), opens new tab gained 1.7%...

Investors are ​also eager to see the next monthly U.S. jobs report, due on Thursday.

Advancing issues outnumbered ​decliners by a ⁠1.54-to-1 ratio on the New York Stock Exchange. There were 272 new highs and 114 new lows on the NYSE. On the Nasdaq, 3,017 stocks rose and 1,919 fell as advancing issues outnumbered decliners by a 1.57-to-1 ratio.

The S&P 500 posted no new 52-week highs ⁠and no ​new lows while the Nasdaq Composite recorded no new highs and no ​new lows.

Volume on U.S. exchanges was 20.15 billion shares, compared with the 23.50 billion average for the full session over the last 20 trading days


https://www.reuters.com/business/nasdaq-futures-lead-wall-st-higher-middle-east-tensions-ease-2026-06-29/

Wall Street ends higher as US, Iran attacks ease; major tech-related shares jump
https://www.straitstimes.com/business/companies-markets/us-stocks-end-higher-as-us-iran-attacks-ease-major-tech-related-shares-jump
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US.Day.Ahead-2026.06.26-Fri.pdf
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#WeekAhead by Investopedia, Yahoo Finance and Reuters
#Calendar by Investing.com
#Earnings by Earnings Whisper
#USMarketUpdate by Reuters, Investopedia, CNBC and Yahoo Finance
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#MarketsWrap by Bloomberg
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#HKMarketUpdate by Reuters and Trading Economics
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#WeekAhead by Investopedia, Yahoo Finance and Reuters
#Calendar by Investing.com
#Earnings by Earnings Whisper
#USMarketUpdate by Reuters, Investopedia, CNBC and Yahoo Finance
#TradingDay #MarketMind by Reuters
#MarketsWrap by Bloomberg
#SgMarketUpdate by Business Times
#HKMarketUpdate by Reuters and Trading Economics
Japan’s yen has hit a 40-year low. Here’s what you need to know

As at 12.49 pm on Tuesday, the US dollar was trading at 162.1885 yen. Against the Singapore dollar, the yen also continued its long decline, weakening to 125.3054 per Singdollar

Why is the yen falling?
The yen has been falling more dramatically since 2022 amid inflation fears and low interest rates by the Bank of Japan (BOJ).

This year, the currency’s downtrend has been exacerbated by the war in Iran, which drove oil prices and inflation sharply higher, hitting energy importers such as Japan hardest...

The latest drop occurred despite BOJ raising its policy rate to 1 per cent – the highest level in three decades – on Jun 16 to arrest the currency’s fall.

Some analysts argue that the move was too “passive” to stem the yen’s slide, as the rate increase did little to narrow the interest rate gap with the US...

https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/japans-yen-has-hit-40-year-low-heres-what-you-need-know
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