Chip industry urges US to avoid worsening the memory squeeze
https://finance.yahoo.com/technology/articles/chip-industry-urges-us-avoid-235959366.html

5 takeaways from President Donald Trump's interview with CNBC

https://www.cnbc.com/2026/07/02/5-takeaways-from-president-donald-trumps-interview-with-cnbc.html?__source=androidappshare

Oil has powered the US for 75 years. That's about to change.
https://finance.yahoo.com/energy/articles/america-runs-on-natural-gas-fuel-set-to-surpass-oil-as-us-top-energy-source-by-2030-150606911.html

#Soloway
Major Trendlines Break, Semiconductor Trade Implodes, Institutions Got You! Here's The Target

The semiconductor trade just gave the single most bearish candle signal you can get, and it happened at all-time highs. In this video I break down the reversal engulfing candle on the SOX, the Micron and SanDisk breakdowns, where the S&P and NASDAQ bull-market trend lines actually break, and how capital is rotating out of semis into beaten-down names and crypto. I also cover the exact levels where I would step in as a buyer, and why I'm still patient here.


CHAPTERS
00:00​ Have the semis officially topped out?
00:57​ The big SOX drop and the warning signs
01:19​ Reversal engulfing candle: the king of bearish signals
03:35​ SanDisk breakdown and the scene of the crime
04:25​ Micron: the reversal nobody wanted to see
06:30​ Analyst upgrades as topping signals (FOMO exit liquidity)
08:00​ Being the casino, not the gambler
09:30​ Why the S&P held up: rotation of capital
10:50​ The bull-market trend lines that matter
12:25​ Micron buy zones I'm watching
14:20​ SanDisk levels, crypto rotation, and the wrap

#Semiconductors​ #Micron​ #StockMarket​ #TechnicalAnalysis​ #GarethSoloway​ #Sandisk​

https://youtu.be/DDCYFlDeBZ8?is=qh3asGUC6gFUoRbd

While You Were Sleeping: 5 stories you might have missed, July 4, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-4-2026

Apple Is About 4% Away From Overtaking Nvidia as the World's Most Valuable Company. Could It Happen This Month?
https://finance.yahoo.com/markets/stocks/articles/apple-4-away-overtaking-nvidia-214300122.html

Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks - 24/7 Wall St.
https://247wallst.com/investing/2026/07/03/michael-burry-shorts-micron-adding-to-his-nvidia-and-applied-materials-short-bets-against-chip-stocks/?__cf_chl_f_tk=UjXexGPni7XK.JaUo7EJ8ubrb3UCRT2IeUYd8g9NGms-1783123575-1.0.1.1-_MCs1m.Qp.rF2EExsJYCVevu6FQ9QVMtZBCA1nY52ug

#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

Buffett's successor, Greg Abel, doubles down on one AI stock
https://sg.finance.yahoo.com/news/buffetts-successor-greg-abel-doubles-024700318.html

More hitting CPF retirement targets at the milestone age of 55
https://www.straitstimes.com/business/more-hitting-cpf-retirement-targets-at-the-milestone-age-of-55

SK Hynix is said to weigh 0.5% fee payout in mega ADR offering
https://www.businesstimes.com.sg/companies-markets/sk-hynix-said-weigh-0-5-fee-payout-mega-adr-offering

SGX on course for bumper crop of IPOs, yen on a roller coaster
https://www.straitstimes.com/business/sgx-on-course-for-bumper-crop-of-ipos-yen-on-a-roller-coaster

While You Were Sleeping: 5 stories you might have missed, July 5, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-july-5-2026

https://vt.tiktok.com/ZSCgh7ooM/

life lessons: #Quote of the Day by Samuel L. Jackson:

“Those who say that money can't buy happiness, never…
– Inspiring lessons on wealth, happiness, financial stability, opportunity and why money makes life easier by the American actor known for his commanding screen presence and deep insights on success and life - The Economic Times

https://m.economictimes.com/news/international/us/quote-of-the-day-by-samuel-l-jackson-those-who-say-that-money-cant-buy-happiness-never-inspiring-lessons-on-wealth-happiness-financial-stability-opportunity-and-why-money-makes-life-easier-by-the-american-actor-known-for-his-commanding-screen-presence-and-deep-insights-on-success-and-life/articleshow/132141499.cms

20 Best Things To Do This Weekend In SG (3rd-5th June 2026)
https://www.google.com/amp/s/thesmartlocal.com/read/things-to-do-this-weekend-singapore/amp/

Singapore Retail Festival returns, with three weeks of themed weekend experiences, live-stream shopping
https://www.straitstimes.com/business/singapore-retail-festival-returns-with-three-weeks-of-themed-weekend-experiences-and-livestream

Best Things To Do In Singapore This Weekend: July 3 to 5, 2026
https://www.timeout.com/singapore/things-to-do/things-to-do-in-singapore-this-weekend

Global investors vs local businesses: What’s happening in Singapore’s shopping malls?" and it was created by #TheStraitsTimes.

This video from The Straits Times explores the changing retail landscape in Singapore, where an influx of foreign brands and investors is transforming local malls and heartland neighborhoods. The report examines concerns that this shift may erode local identity and displace small businesses.

Key themes include:

Commercialization and Rising Rents: Acquisitions by large property firms, such as the Elegant Group purchase of Clementi Mall and Grantral Mall, have led to significantly higher rents (0:27-1:33).

Many long-term local shop owners face the risk of being priced out of their spaces (1:41-2:09).

Homogenization of Offerings: There is growing anxiety that heartland malls are losing their diversity as they focus on specific demographics—such as the concentration of mainland Chinese food outlets in areas popular with university students (0:33-0:57, 2:20-2:29). This can make these spaces feel less inclusive for other local communities (0:56-1:17).

The Impact of Market Forces: The video highlights the tension between the "free market" approach favored by some, which prioritizes economic prosperity and foreign investment, and the desire for more regulatory intervention to preserve heritage businesses and ensure a diverse mix of shops (5:41-6:29).

Call for Sensitivity: Interviews with local business owners, like those in the heritage-rich Joo Chiat area, emphasize that while change is inevitable, there is a need for greater sensitivity toward legacy businesses that give a neighborhood its "soul" (6:31-7:35). The video suggests that residents and stakeholders should play an active role in supporting homegrown brands and advocating for a more balanced retail ecosystem (7:40-8:20).

https://youtu.be/N8931tBADTI?is=WVuOp7IyIPsStw7o

Microsoft Admits it was Wrong About AI" and it was created by The Infographics Show

For years, we were told AI would replace programmers, office workers, and eventually most white-collar jobs. But behind closed doors, the companies leading the AI revolution are running into a problem they never expected. AI is becoming too expensive to replace humans.
Microsoft has started pulling back internal AI tools, Uber exhausted its AI budget in just a few months, and even the biggest tech companies are struggling to justify the costs.

This video explores why Microsoft's AI strategy suddenly changed, how Uber's AI rollout spiraled into a budget disaster, and why "AI agents" are costing companies far more than they anticipated.
We examine token costs, inference expenses, Nvidia's role in the AI boom, GitHub Copilot, Claude Code, and why the economics of artificial intelligence may be very different from what CEOs promised. We also look at the hidden costs of AI automation, why replacing human workers isn't as simple as it sounds, and how the industry's biggest investment could be running into a fundamental economic wall.

Has the AI revolution hit its first major reality check, or is this just the beginning of a much larger shift in how businesses use artificial intelligence?

00:33 - The Reveal (Firing the Digital Worker)
03:51 - The Tokenmaxxing Trap
05:17 - The Agentic Scam
06:53 - The Inference Wall
09:05 - The Margin Collapse
10:54 - The Efficiency Paradox
12:07 - The Reckoning (The Human Victory)

Conclusion:
The dream of cheap, autonomous AI replacing humans has been defeated by basic economic math. Rather than being a total replacement, AI is evolving into an expensive tool that requires human oversight to justify its own costs.

https://youtu.be/towF0_V7oHw?is=8Rk6TZIKop3n1_G1