Big Tech is paying for the AI boom, and chipmakers are cashing in

https://finance.yahoo.com/markets/article/big-tech-is-paying-for-the-ai-boom-and-chipmakers-are-cashing-in-chart-of-the-day-114043038.html

Bipartisan housing affordability bill is now law, despite Trump's protest
https://finance.yahoo.com/real-estate/article/trump-refused-to-sign-it-but-the-bipartisan-housing-affordability-bill-is-now-law-100000072.html

What the housing affordability bill means for buyers and sellers
https://finance.yahoo.com/personal-finance/mortgages/article/what-the-housing-affordability-bill-means-for-buyers-and-sellers-190225969.html

Big bank profit engines expected to roar into earnings as Main Street keeps spending
https://finance.yahoo.com/markets/article/big-bank-profit-engines-expected-to-roar-into-earnings-as-main-street-keeps-spending-133238691.html

'Market is becoming more discerning': Wall Street weighs next catalyst for AI trade
https://finance.yahoo.com/markets/article/market-is-becoming-more-discerning-wall-street-weighs-next-catalyst-for-ai-trade-114052280.html

Nvidia's Forward P/E Has Actually Fallen as Its Stock Price Rose. Here's How That's Possible.
https://finance.yahoo.com/markets/stocks/articles/nvidias-forward-p-e-actually-012200498.html

CrowdStrike Just Completed a Stock Split. Is the Stock a Buy Now?
https://finance.yahoo.com/markets/stocks/articles/crowdstrike-just-completed-stock-split-223000167.html

Amazon Is Spending So Much on AI That Even Its Cash Isn’t Enough. Why Investors Shouldn’t Be Worried.
https://finance.yahoo.com/technology/ai/articles/amazon-spending-much-ai-even-164502983.html

#Bloomberg
What China Understands About AI and Energy That the US Doesn’t.

As the United States and China compete for dominance in artificial intelligence, energy is emerging as a critical battleground. Former Treasury Secretary Hank Paulson warns that while the US still leads in AI technology, electricity shortages could become a major constraint as data center demand surges. Former US Ambassador to China Nicholas Burns says China’s enormous investments in transmission, renewables, batteries, and power generation are already reshaping global supply chains, while Hoover Institution senior fellow Elizabeth Economy argues Beijing’s clean-energy strategy is as much about economic and geopolitical power as climate policy. Together, their assessments point to a growing reality: the AI race may depend not just on chips and software, but on generating enough power to sustain the technology.
--------
More on #Bloomberg Television and Markets

https://youtu.be/i5UJ3ugs0dY?is=OM5wWtyfHGduxpHU

Three new Circle Line stations draw early morning crowds on opening day
https://www.straitstimes.com/singapore/transport/three-new-circle-line-stations-draw-early-morning-crowds-on-opening-day

S’pore banks hit record highs, DBS tops $70 for the first time
https://www.straitstimes.com/business/companies-markets/spore-banks-hit-record-highs-dbs-tops-70-for-the-first-time

Stranded oil tankers finally reach S’pore after months stuck in Mid-East amid US-Iran tension
https://www.straitstimes.com/business/oil-tankers-previously-stranded-in-the-middle-east-arrive-in-spore-as-us-iran-tensions-rise

If you’re coveting a used gold Rolex, now could be your moment
https://www.straitstimes.com/business/companies-markets/if-youre-coveting-a-used-gold-rolex-now-could-be-your-moment

#ColdFusion
Fake Revenue


For the longest time, big tech was seen as the perpetual money printer but now things have changed. The AI frenzy has drained free cash flow and driven these companies to employ interesting accounting practices.

https://youtu.be/nZmoq_XJW6Y?is=Mtt19rzQy0wNnzQD

S-Reits maintain pockets of resilience despite headwinds in H1
https://www.businesstimes.com.sg/companies-markets/s-reits-maintain-pockets-resilience-despite-headwinds-h1

Singapore banks’ battle for wealth talent goes beyond private bankers
https://www.businesstimes.com.sg/companies-markets/singapore-banks-battle-wealth-talent-goes-beyond-private-bankers

Record electricity prices: Fixed contracts, cost pass-on mitigate impact for Singapore data centre operators
https://www.businesstimes.com.sg/startups-tech/technology/record-electricity-prices-fixed-contracts-cost-pass-mitigate-impact-singapore-data-centre-operators

Korea’s world-beating stocks are now trading cheaper than ever
https://www.businesstimes.com.sg/companies-markets/koreas-world-beating-stocks-are-now-trading-cheaper-ever

‘They don’t need people’: The workers left behind by China’s robot drive
https://www.businesstimes.com.sg/international/they-dont-need-people-workers-left-behind-chinas-robot-drive

The global e-commerce playbook is being rewritten in emerging markets
https://www.businesstimes.com.sg/opinion-features/global-e-commerce-playbook-being-rewritten-emerging-markets